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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
95+ 14.94% |
$28.6K - $43.3K
|
731
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.89K- 41.69% |
$870K - $1.32M
|
4.05K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.59% |
$9.02K - $13.7K
|
1.19K
$375K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-98- 3.22% |
$29.5K - $44.7K
|
2.95K
$931K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
77+ 10.43% |
$23.2K - $35.1K
|
815
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17+ 1.08% |
$5.11K - $7.75K
|
1.59K
$500K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
42+ 210.0% |
$12.6K - $19.1K
|
62
$19.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
612+ 10.32% |
$184K - $279K
|
6.54K
$2.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-327- 15.58% |
$98.3K - $149K
|
1.77K
$559K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
200+ 2.93% |
$60.1K - $91.2K
|
7.03K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-46.7K- 82.87% |
$14.1M - $21.3M
|
9.66K
$3.05M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
649+ 29.57% |
$195K - $296K
|
2.84K
$897K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5- 0.78% |
$1.5K - $2.28K
|
635
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.46K+ 8.98% |
$438K - $664K
|
17.7K
$5.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
300New |
$90.2K - $137K
|
300
$94.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-867- 13.83% |
$261K - $395K
|
5.4K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
727+ 11.57% |
$219K - $331K
|
7.01K
$2.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
577+ 16.32% |
$174K - $263K
|
4.11K
$1.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$6.31K - $9.57K
|
21
$6.62K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-473- 1.05% |
$142K - $216K
|
44.4K
$14M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 1.9% |
$4.51K - $6.84K
|
803
$253K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
30.9K+ 449.4% |
$9.28M - $14.1M
|
37.7K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
2.3K+ 153.33% |
$692K - $1.05M
|
3.8K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
355+ 34.37% |
$107K - $162K
|
1.39K
$438K
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
175New |
$52.6K - $79.8K
|
175
$55.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 0.29% |
$4.51K - $6.84K
|
5.24K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-51- 0.71% |
$15.3K - $23.3K
|
7.16K
$2.26M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.42K+ 20.08% |
$427K - $647K
|
8.48K
$2.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-105- 7.22% |
$31.6K - $47.9K
|
1.35K
$426K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$569K - $862K
|
1.89K
$597K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
224+ 16.45% |
$67.4K - $102K
|
1.59K
$500K
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
9+ 1.27% |
$2.71K - $4.1K
|
717
$226K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.01K- 28.56% |
$303K - $460K
|
2.52K
$795K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21- 9.95% |
$6.31K - $9.57K
|
190
$59.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40- 4.3% |
$12K - $18.2K
|
890
$281K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-646- 24.05% |
$194K - $295K
|
2.04K
$644K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5- 62.5% |
$1.5K - $2.28K
|
3
$946
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
794+ 71.15% |
$239K - $362K
|
1.91K
$603K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 2.07% |
$1.2K - $1.82K
|
189
$59.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-45- 4.31% |
$13.5K - $20.5K
|
998
$315K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-127- 2.16% |
$38.2K - $57.9K
|
5.76K
$1.82M
|
|
| Q2 2025 | |||||||
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
166K+ 142.73% |
$39.4M - $69.8M
|
281K
$88.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.9K+ 89.37% |
$16.6M - $29.5M
|
148K
$46.7M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.01K+ 71.45% |
$241K - $426K
|
2.43K
$765K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-60.6K- 94.54% |
$14.4M - $25.6M
|
3.5K
$1.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.86K- 4.27% |
$1.16M - $2.05M
|
109K
$34.4M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
2.16KNew |
$514K - $912K
|
2.16K
$682K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
126+ 2.2% |
$30K - $53.1K
|
5.84K
$1.84M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
693New |
$165K - $292K
|
693
$219K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-109- 1.86% |
$25.9K - $46K
|
5.76K
$1.82M
|
|