Purchases and Sales Made in Q4 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2024. The information is specifically focused on institutions that hold shares of MICROSTRATEGY Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.72K- 10.43% |
$280K - $814K
|
14.8K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 12.45% |
$283K - $823K
|
12.2K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.97K- 37.63% |
$320K - $931K
|
3.26K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 4.82% |
$363K - $1.06M
|
44.1K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.26K- 29.07% |
$368K - $1.07M
|
5.52K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 46.92% |
$396K - $1.15M
|
2.75K
$899K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.66K- 88.03% |
$433K - $1.26M
|
362
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 11.14% |
$463K - $1.35M
|
22.7K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.95K- 18.26% |
$479K - $1.4M
|
13.2K
$4.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-3.1K- 75.61% |
$504K - $1.47M
|
1K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.14K- 57.77% |
$511K - $1.49M
|
2.3K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3.16K- 47.0% |
$514K - $1.5M
|
3.57K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 28.07% |
$531K - $1.55M
|
8.37K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.64K- 46.01% |
$592K - $1.72M
|
4.27K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.88K- 56.73% |
$630K - $1.84M
|
2.96K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 44.14% |
$771K - $2.25M
|
6K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.8K- 5.53% |
$781K - $2.27M
|
82.1K
$26.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-5.04K- 15.83% |
$819K - $2.39M
|
26.8K
$8.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-5.1K- 65.38% |
$830K - $2.42M
|
2.7K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.53K- 71.2% |
$1.06M - $3.09M
|
2.64K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.72K- 1.27% |
$1.09M - $3.18M
|
521K
$170M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-7.45K- 21.44% |
$1.21M - $3.53M
|
27.3K
$8.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.69K- 39.64% |
$1.25M - $3.64M
|
11.7K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-8.67K- 66.69% |
$1.41M - $4.11M
|
4.33K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.98K- 26.97% |
$1.62M - $4.73M
|
27K
$8.83M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.2K- 3.7% |
$1.65M - $4.82M
|
265K
$86.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.2K- 22.39% |
$1.82M - $5.29M
|
38.7K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 8.19% |
$1.89M - $5.51M
|
130K
$42.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-12.1K- 73.88% |
$1.97M - $5.73M
|
4.28K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-13.2K- 50.0% |
$2.14M - $6.23M
|
13.2K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-13.3K- 53.2% |
$2.16M - $6.3M
|
11.7K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 85.51% |
$2.88M - $8.39M
|
3K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-17.9K- 14.77% |
$2.91M - $8.47M
|
103K
$33.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-18K- 79.49% |
$2.93M - $8.52M
|
4.64K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-21.6K- 18.45% |
$3.51M - $10.2M
|
95.3K
$31.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-27.6K- 14.3% |
$4.49M - $13.1M
|
165K
$54M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-27.9K- 11.39% |
$4.54M - $13.2M
|
217K
$71M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-35.4K- 22.92% |
$5.76M - $16.8M
|
119K
$38.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-35.7K- 77.37% |
$5.81M - $16.9M
|
10.4K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-37.7K- 41.26% |
$6.13M - $17.9M
|
53.7K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-44.2K- 38.91% |
$7.19M - $20.9M
|
69.4K
$22.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-51.5K- 37.32% |
$8.38M - $24.4M
|
86.5K
$28.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-52K- 68.09% |
$8.45M - $24.6M
|
24.4K
$7.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-66.1K- 99.98% |
$10.8M - $31.3M
|
10
$3.27K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-88.5K- 10.63% |
$14.4M - $42M
|
744K
$243M
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-92.9K- 86.83% |
$15.1M - $44M
|
14.1K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-281K- 99.65% |
$45.8M - $133M
|
975
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-308K- 47.16% |
$50.1M - $146M
|
345K
$113M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.15M- 6.58% |
$187M - $544M
|
16.3M
$5.33B
|