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 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-300- 75.0% |
$48.8K - $142K
|
100
$33.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-336- 20.5% |
$54.7K - $159K
|
1.3K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-341- 85.04% |
$55.5K - $162K
|
60
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-350- 4.61% |
$56.9K - $166K
|
7.24K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-354- 14.05% |
$57.6K - $168K
|
2.17K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-358- 11.93% |
$58.2K - $170K
|
2.64K
$892K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-361- 26.54% |
$58.7K - $171K
|
999
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-361- 0.09% |
$58.7K - $171K
|
399K
$135M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-367- 17.31% |
$59.7K - $174K
|
1.75K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-370- 8.46% |
$60.2K - $175K
|
4K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-393- 22.72% |
$63.9K - $186K
|
1.34K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-397- 9.73% |
$64.6K - $188K
|
3.68K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-398- 14.64% |
$64.8K - $189K
|
2.32K
$784K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-450- 30.0% |
$73.2K - $213K
|
1.05K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 2.96% |
$73.5K - $214K
|
14.8K
$5.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-457- 0.28% |
$74.3K - $217K
|
160K
$54.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-468- 16.96% |
$76.1K - $222K
|
2.29K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-477- 25.49% |
$77.6K - $226K
|
1.39K
$471K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 3.44% |
$80.9K - $235K
|
13.9K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-505- 56.11% |
$82.2K - $239K
|
395
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-607- 38.91% |
$98.8K - $288K
|
953
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-611- 4.72% |
$99.4K - $290K
|
12.3K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-625- 1.33% |
$102K - $296K
|
46.3K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-636- 36.68% |
$103K - $301K
|
1.1K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-660- 13.86% |
$107K - $313K
|
4.1K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-700- 70.0% |
$114K - $332K
|
300
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-720- 16.78% |
$117K - $341K
|
3.57K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-737- 31.38% |
$120K - $349K
|
1.61K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-877- 17.52% |
$143K - $416K
|
4.13K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-955- 12.91% |
$155K - $453K
|
6.45K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-978- 79.38% |
$159K - $463K
|
254
$85.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-982- 48.14% |
$160K - $465K
|
1.06K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.01K- 3.66% |
$164K - $476K
|
26.4K
$8.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.04K- 6.41% |
$170K - $494K
|
15.2K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 21.49% |
$195K - $568K
|
4.38K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.23K- 36.64% |
$200K - $583K
|
2.13K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 17.84% |
$204K - $595K
|
5.79K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.26K- 46.68% |
$205K - $596K
|
1.44K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.3K- 14.87% |
$212K - $616K
|
7.45K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 53.37% |
$219K - $637K
|
1.18K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.37K- 58.3% |
$223K - $649K
|
980
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-1.41K- 47.1% |
$230K - $670K
|
1.59K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.42K- 28.82% |
$231K - $671K
|
3.5K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 42.8% |
$244K - $710K
|
2K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.58K- 24.36% |
$257K - $748K
|
4.9K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 7.39% |
$270K - $785K
|
20.8K
$7.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.72K- 10.43% |
$280K - $814K
|
14.8K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 12.45% |
$283K - $823K
|
12.2K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.86K- 20.2% |
$303K - $881K
|
7.35K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.97K- 37.63% |
$320K - $931K
|
3.26K
$1.1M
|