Purchases and Sales Made in Q4 2025 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
507K+ 229.29% |
$101M - $183M
|
729K
$146M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
124K+ 104.15% |
$24.7M - $44.4M
|
242K
$48.4M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
9.26KNew |
$1.85M - $3.33M
|
9.26K
$1.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
6.8K+ 5.4% |
$1.36M - $2.45M
|
133K
$26.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
4K+ 93.02% |
$799K - $1.44M
|
8.3K
$1.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.6K+ 75.25% |
$719K - $1.29M
|
8.38K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.26KNew |
$651K - $1.17M
|
3.26K
$651K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.67KNew |
$534K - $961K
|
2.67K
$534K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.6K+ 14.69% |
$519K - $934K
|
20.3K
$4.05M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
$433K - $779K
|
2.17K
$433K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.06KNew |
$410K - $739K
|
2.06K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
1.89KNew |
$377K - $679K
|
1.89K
$377K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.89K+ 26.81% |
$377K - $678K
|
8.92K
$1.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
1.86KNew |
$372K - $669K
|
1.86K
$372K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.82KNew |
$363K - $654K
|
1.82K
$363K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 14.85% |
$361K - $650K
|
14K
$2.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.66KNew |
$332K - $597K
|
1.66K
$332K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.47KNew |
$294K - $530K
|
1.47K
$294K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.39K+ 5.57% |
$278K - $500K
|
26.3K
$5.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.18K+ 41.96% |
$236K - $425K
|
4K
$799K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.08K+ 35.78% |
$215K - $387K
|
4.09K
$816K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
955+ 6.1% |
$191K - $344K
|
16.6K
$3.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
911+ 5.87% |
$182K - $328K
|
16.4K
$3.28M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
810+ 38.06% |
$162K - $291K
|
2.94K
$587K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
799+ 8.34% |
$160K - $287K
|
10.4K
$2.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
740+ 11.86% |
$148K - $266K
|
6.98K
$1.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
509+ 22.23% |
$102K - $183K
|
2.8K
$559K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
483+ 280.81% |
$96.5K - $174K
|
655
$131K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
464+ 24.29% |
$92.7K - $167K
|
2.37K
$474K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
420+ 6.48% |
$83.9K - $151K
|
6.9K
$1.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
282+ 4.02% |
$56.3K - $101K
|
7.29K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
246+ 20.31% |
$49.1K - $88.5K
|
1.46K
$291K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
123+ 7.76% |
$24.6K - $44.2K
|
1.71K
$341K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
112+ 4.43% |
$22.4K - $40.3K
|
2.64K
$527K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$21.8K - $39.2K
|
109
$21.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
108+ 5.49% |
$21.6K - $38.8K
|
2.08K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
82+ 132.26% |
$16.4K - $29.5K
|
144
$28.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
61+ 1.45% |
$12.2K - $21.9K
|
4.26K
$850K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
59+ 5900.0% |
$11.8K - $21.2K
|
60
$12K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39+ 81.25% |
$7.79K - $14K
|
87
$17.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
28New |
$5.59K - $10.1K
|
28
$5.59K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 3.87% |
$4.19K - $7.55K
|
563
$112K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 66.67% |
$2K - $3.6K
|
25
$4.99K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
7+ 30.43% |
$1.4K - $2.52K
|
30
$5.99K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5New |
$999 - $1.8K
|
5
$999
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.03% |
$400 - $719
|
6.59K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 2.0% |
$200 - $360
|
51
$10.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.79% |
$200 - $360
|
125
$25K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1- 0.06% |
$200 - $360
|
1.57K
$314K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 50.0% |
$400 - $719
|
2
$400
|
|