Latest Institutional Transactions on Microstrategy Inc (MSTR)
This table provides information on the latest institutional transactions involving Microstrategy Inc (MSTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-95- 6.13% |
$22.6K - $40.1K
|
1.46K
$588K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.77% |
$1.9K - $3.37K
|
1.04K
$421K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
619New |
$147K - $261K
|
619
$250K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
435+ 6.76% |
$104K - $172K
|
6.87K
$2.78M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
8.68KNew |
$2.08M - $3.44M
|
8.68K
$3.51M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60.2KNew |
$14.4M - $23.9M
|
60.2K
$24.3M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21.3KNew |
$5.1M - $8.45M
|
21.3K
$8.61M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
34New |
$8.14K - $13.5K
|
34
$13.7K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
950New |
$227K - $377K
|
950
$384K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
204New |
$48.8K - $80.9K
|
204
$82.4K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
931New |
$223K - $369K
|
931
$376K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-3.72K- 54.23% |
$890K - $1.47M
|
3.14K
$1.27M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
71+ 5.87% |
$17K - $28.2K
|
1.28K
$517K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.02K- 36.36% |
$724K - $1.2M
|
5.29K
$2.14M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
827New |
$198K - $328K
|
827
$334K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
3.95KNew |
$945K - $1.57M
|
3.95K
$1.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.62KNew |
$388K - $642K
|
1.62K
$654K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
501+ 6.24% |
$120K - $199K
|
8.53K
$3.45M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.1K+ 37.23% |
$263K - $436K
|
4.06K
$1.64M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.42KNew |
$579K - $959K
|
2.42K
$977K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.6K+ 32.96% |
$2.55M - $4.22M
|
42.9K
$17.3M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
243K+ 30.29% |
$58.2M - $96.4M
|
1.05M
$422M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-40- 31.25% |
$9.57K - $15.9K
|
88
$35.6K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
395+ 43.08% |
$94.5K - $157K
|
1.31K
$530K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
343+ 5.25% |
$82.1K - $136K
|
6.87K
$2.78M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.11K+ 33.31% |
$265K - $439K
|
4.43K
$1.79M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
760+ 10.18% |
$182K - $301K
|
8.22K
$3.32M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 3.13% |
$239 - $397
|
33
$13.3K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.05M- 75.87% |
$250M - $415M
|
333K
$134M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
709KNew |
$170M - $281M
|
709K
$286M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
31.7K+ 48.02% |
$7.58M - $12.6M
|
97.6K
$39.4M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.07K- 35.36% |
$1.45M - $2.41M
|
11.1K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.08K+ 108.63% |
$497K - $824K
|
3.99K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
14.9KNew |
$3.58M - $5.92M
|
14.9K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
965+ 38.52% |
$231K - $383K
|
3.47K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.3K+ 171.08% |
$2.46M - $4.07M
|
16.3K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
34.4K+ 36.25% |
$8.24M - $13.6M
|
129K
$52.3M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 10.99% |
$23.9K - $39.7K
|
1.01K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
10.9KNew |
$2.61M - $4.32M
|
10.9K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
58.2K+ 194.0% |
$13.9M - $23.1M
|
88.2K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.88K+ 18.48% |
$450K - $746K
|
12.1K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.76K+ 51.93% |
$900K - $1.49M
|
11K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.84K+ 33.07% |
$2.12M - $3.51M
|
35.6K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
29+ 5.56% |
$6.94K - $11.5K
|
551
$223K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.2K+ 146.77% |
$6.02M - $9.98M
|
42.3K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
465+ 9.46% |
$111K - $184K
|
5.38K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.15K+ 34.71% |
$1.95M - $3.23M
|
31.6K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
16K+ 39.24% |
$3.84M - $6.36M
|
56.9K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
59KNew |
$14.1M - $23.4M
|
59K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.13M+ 29.37% |
$271M - $449M
|
4.99M
$2.02B
|
|