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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.1K+ 1384.76% |
$2.07M - $32.6M
|
19.4K
$6.61M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
162New |
$18.5K - $292K
|
162
$55.2K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
6.29K+ 1097.21% |
$719K - $11.3M
|
6.86K
$2.34M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
24.4K+ 932.47% |
$2.78M - $43.8M
|
27K
$9.19M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$681K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 1109.09% |
$13.9K - $220K
|
133
$45.3K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
62.7K+ 1116.64% |
$7.17M - $113M
|
68.3K
$23.3M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
327+ 695.74% |
$37.4K - $589K
|
374
$127K
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
2.67K+ 809.09% |
$305K - $4.81M
|
3K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 900.0% |
$1.03K - $16.2K
|
10
$3.41K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.12K+ 1086.81% |
$471K - $7.41M
|
4.5K
$1.53M
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.97K+ 973.53% |
$454K - $7.15M
|
4.38K
$1.49M
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.46KNew |
$167K - $2.62M
|
1.46K
$497K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
41.2K+ 781.36% |
$4.71M - $74.2M
|
46.5K
$15.8M
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 666.67% |
$22.9K - $360K
|
230
$78.3K
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
CALL |
12.3K+ 6150.0% |
$1.41M - $22.1M
|
12.5K
$4.26M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.75K+ 1108.86% |
$200K - $3.15M
|
1.91K
$651K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.21K+ 920.83% |
$253K - $3.98M
|
2.45K
$835K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
50.6K+ 895.61% |
$5.79M - $91.1M
|
56.3K
$19.2M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
11K+ 857.35% |
$1.26M - $19.8M
|
12.3K
$4.19M
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 1396.42% |
$1.21M - $19M
|
11.3K
$3.85M
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
39K+ 900.0% |
$4.46M - $70.2M
|
43.3K
$14.8M
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.49K+ 900.0% |
$171K - $2.69M
|
1.66K
$565K
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.66KNew |
$190K - $2.99M
|
1.66K
$565K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.72K+ 902.62% |
$197K - $3.1M
|
1.92K
$652K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
20.1K+ 895.1% |
$2.29M - $36.1M
|
22.3K
$7.6M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2K+ 80.92% |
$137K - $2.15M
|
2.67K
$911K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
7.5K+ 862.3% |
$857K - $13.5M
|
8.37K
$2.85M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.22KNew |
$139K - $2.2M
|
1.22K
$416K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.4K+ 1517.41% |
$389K - $6.12M
|
3.62K
$1.23M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 1900.0% |
$4.34K - $68.4K
|
40
$13.6K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
270+ 900.0% |
$30.9K - $486K
|
300
$102K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.6K+ 628.6% |
$1.21M - $19.1M
|
12.3K
$4.19M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.06K+ 1096.49% |
$1.04M - $16.3M
|
9.88K
$3.37M
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36+ 900.0% |
$4.11K - $64.8K
|
40
$13.6K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
977+ 904.63% |
$112K - $1.76M
|
1.09K
$370K
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
441+ 900.0% |
$50.4K - $794K
|
490
$167K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$148K - $2.33M
|
1.29K
$440K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30+ 750.0% |
$3.43K - $54K
|
34
$11.6K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
52New |
$5.94K - $93.6K
|
52
$17.7K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
141K+ 1065.34% |
$16.1M - $254M
|
155K
$52.6M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.1K+ 848.85% |
$3.78M - $59.6M
|
37K
$12.6M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$17K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.43K+ 792.78% |
$163K - $2.57M
|
1.61K
$547K
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
221K+ 900.0% |
$25.2M - $397M
|
245K
$83.5M
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.75KNew |
$200K - $3.15M
|
1.75K
$595K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$34.1K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98.9K+ 927.29% |
$11.3M - $178M
|
110K
$37.3M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.87K+ 900.0% |
$214K - $3.37M
|
2.08K
$709K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
189+ 900.0% |
$21.6K - $340K
|
210
$71.5K
|