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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
30+ 2.24% |
$4.88K - $14.2K
|
1.37K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
30+ 0.33% |
$4.88K - $14.2K
|
8.99K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29+ 72.5% |
$4.72K - $13.7K
|
69
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
29New |
$4.72K - $13.7K
|
29
$9.79K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
25+ 1.39% |
$4.07K - $11.8K
|
1.83K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.44K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.44K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25+ 8.33% |
$4.07K - $11.8K
|
325
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$8.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$3.9K - $11.4K
|
24
$8.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 1.45% |
$3.9K - $11.4K
|
1.68K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$3.58K - $10.4K
|
22
$7.43K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.75K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$6.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19+ 1.36% |
$3.09K - $9K
|
1.42K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$2.93K - $8.53K
|
18
$6.08K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17New |
$2.77K - $8.06K
|
17
$5.74K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
17New |
$2.77K - $8.06K
|
17
$5.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$5.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16New |
$2.6K - $7.58K
|
16
$5.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15New |
$2.44K - $7.11K
|
15
$5.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 23.73% |
$2.28K - $6.63K
|
73
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$2.28K - $6.63K
|
14
$4.73K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
13New |
$2.11K - $6.16K
|
13
$4.39K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12New |
$1.95K - $5.69K
|
12
$4.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 37.5% |
$1.95K - $5.69K
|
44
$14.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.07% |
$1.79K - $5.21K
|
14.8K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 42.31% |
$1.79K - $5.21K
|
37
$12.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10+ 1.69% |
$1.63K - $4.74K
|
600
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
10+ 25.0% |
$1.63K - $4.74K
|
50
$16.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 47.62% |
$1.63K - $4.74K
|
31
$10.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 100.0% |
$1.63K - $4.74K
|
20
$6.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
10New |
$1.63K - $4.74K
|
10
$3.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9New |
$1.46K - $4.26K
|
9
$3.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9+ 0.07% |
$1.46K - $4.26K
|
13.2K
$4.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8New |
$1.3K - $3.79K
|
8
$2.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8+ 26.67% |
$1.3K - $3.79K
|
38
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 34.78% |
$1.3K - $3.79K
|
31
$10.5K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 4.12% |
$1.14K - $3.32K
|
177
$59.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$2.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$1.14K - $3.32K
|
7
$2.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5New |
$813 - $2.37K
|
5
$1.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$813 - $2.37K
|
5
$1.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$651 - $1.9K
|
4
$1.35K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4New |
$651 - $1.9K
|
4
$1.35K
|