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 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.51K+ 42.7% |
$734K - $2.14M
|
15.1K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.31K+ 215.5% |
$701K - $2.04M
|
6.31K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.3KNew |
$699K - $2.04M
|
4.3K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 30.01% |
$696K - $2.03M
|
18.5K
$6.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.2K+ 12.5% |
$683K - $1.99M
|
37.8K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.91K+ 49.8% |
$635K - $1.85M
|
11.8K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.9K+ 115.25% |
$634K - $1.85M
|
7.28K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.89K+ 196.76% |
$633K - $1.84M
|
5.86K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.88KNew |
$631K - $1.84M
|
3.88K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.75K+ 7.34% |
$610K - $1.78M
|
54.9K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$610K - $1.78M
|
3.75K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.63K+ 29.81% |
$590K - $1.72M
|
15.8K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.62KNew |
$589K - $1.72M
|
3.62K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 69.75% |
$584K - $1.7M
|
8.74K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.59K+ 285.28% |
$583K - $1.7M
|
4.84K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.57K+ 42.07% |
$581K - $1.69M
|
12.1K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.56K+ 61.72% |
$579K - $1.69M
|
9.33K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$573K - $1.67M
|
3.52K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.5K+ 11.11% |
$569K - $1.66M
|
35K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.38K+ 39.27% |
$549K - $1.6M
|
12K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.32K+ 73.34% |
$539K - $1.57M
|
7.84K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 32.62% |
$537K - $1.57M
|
13.4K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.28K+ 68.73% |
$533K - $1.55M
|
8.05K
$2.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.26K+ 28.93% |
$530K - $1.54M
|
14.5K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$524K - $1.53M
|
3.22K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.22KNew |
$524K - $1.52M
|
3.22K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.17K+ 28.79% |
$516K - $1.5M
|
14.2K
$4.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.17KNew |
$515K - $1.5M
|
3.17K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.15K+ 22.48% |
$512K - $1.49M
|
17.2K
$5.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.15K+ 34.22% |
$512K - $1.49M
|
12.3K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.14K+ 87.09% |
$511K - $1.49M
|
6.75K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$511K - $1.49M
|
3.14K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.12KNew |
$508K - $1.48M
|
3.12K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.11KNew |
$506K - $1.47M
|
3.11K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.11KNew |
$506K - $1.47M
|
3.11K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$504K - $1.47M
|
3.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
3.05K+ 25.0% |
$497K - $1.45M
|
15.3K
$5.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.01K+ 225.37% |
$490K - $1.43M
|
4.35K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Para Fi Capital LP
New York, NY |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Shaolin Capital Management LLC
Miami, FL |
BUY
|
- |
3K+ 1.21% |
$488K - $1.42M
|
250K
$84.6M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.98KNew |
$484K - $1.41M
|
2.98K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.98KNew |
$484K - $1.41M
|
2.98K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 82.52% |
$484K - $1.41M
|
6.58K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
2.94KNew |
$478K - $1.39M
|
2.94K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.94KNew |
$477K - $1.39M
|
2.94K
$991K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
2.93K+ 23.83% |
$477K - $1.39M
|
15.2K
$5.14M
|