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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 1.21% |
$7.18K - $11.9K
|
2.51K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
461+ 43.49% |
$110K - $183K
|
1.52K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-256K- 89.72% |
$61.2M - $101M
|
29.3K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.12K+ 9.67% |
$1.23M - $2.03M
|
58.1K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.86KNew |
$1.4M - $2.32M
|
5.86K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.46K- 67.2% |
$827K - $1.37M
|
1.69K
$682K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
123New |
$29.4K - $48.8K
|
123
$49.7K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
84.4KNew |
$20.2M - $33.5M
|
84.4K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
247K+ 25.21% |
$59.1M - $97.9M
|
1.23M
$495M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$718 - $1.19K
|
3
$1.21K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
546KNew |
$131M - $216M
|
546K
$221M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
237New |
$56.7K - $94K
|
237
$95.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.41K+ 10.81% |
$1.77M - $2.94M
|
75.9K
$30.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-59.7K- 99.17% |
$14.3M - $23.7M
|
500
$202K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
464+ 2.07% |
$111K - $184K
|
22.9K
$9.26M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.89K+ 178.88% |
$930K - $1.54M
|
6.06K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
72.6K+ 33.46% |
$17.4M - $28.8M
|
290K
$117M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 1.69% |
$23.9K - $39.7K
|
6.03K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-134- 14.52% |
$32.1K - $53.1K
|
789
$319K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
131+ 8.83% |
$31.3K - $51.9K
|
1.62K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-4.65K- 30.59% |
$1.11M - $1.84M
|
10.6K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-4.4K- 64.71% |
$1.05M - $1.74M
|
2.4K
$970K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
20K+ 24.61% |
$4.78M - $7.93M
|
101K
$40.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 22.2% |
$292K - $485K
|
6.73K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 4.94% |
$2.69M - $4.45M
|
238K
$96.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
996+ 90.71% |
$238K - $395K
|
2.09K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
PUT |
235KNew |
$56.2M - $93.2M
|
235K
$94.9M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
693+ 4.57% |
$166K - $275K
|
15.9K
$6.4M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$12K - $19.8K
|
50
$20.2K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
788+ 10.26% |
$189K - $312K
|
8.47K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-1.14K- 24.99% |
$273K - $452K
|
3.42K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24New |
$5.74K - $9.52K
|
24
$9.7K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.01K- 57.71% |
$242K - $400K
|
740
$299K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6- 0.46% |
$1.44K - $2.38K
|
1.31K
$530K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.25K+ 9.2% |
$300K - $496K
|
14.9K
$6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-641- 51.53% |
$153K - $254K
|
603
$244K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
118+ 22.48% |
$28.2K - $46.8K
|
643
$260K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
9.69K+ 40.46% |
$2.32M - $3.84M
|
33.6K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
110+ 12.64% |
$26.3K - $43.6K
|
980
$396K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10.4K+ 154.21% |
$2.48M - $4.11M
|
17.1K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4- 0.52% |
$957 - $1.59K
|
766
$309K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$325K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 12.02% |
$6.7K - $11.1K
|
261
$105K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.44K+ 32.65% |
$1.54M - $2.55M
|
26.2K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 9.27% |
$22.5K - $37.3K
|
1.11K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$80.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 11.51% |
$435K - $720K
|
14K
$5.65M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
584+ 77.66% |
$140K - $232K
|
1.34K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 1.91% |
$8.85K - $14.7K
|
1.98K
$799K
|