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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
53+ 5.24% |
$12.6K - $22.3K
|
1.07K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
10.3KNew |
$2.45M - $4.34M
|
10.3K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.2K- 8.08% |
$285K - $506K
|
13.6K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-12.5K- 16.67% |
$2.97M - $5.27M
|
62.5K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.07K+ 25.25% |
$492K - $872K
|
10.3K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-787- 20.29% |
$187K - $332K
|
3.09K
$930K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.58K+ 102.6% |
$376K - $666K
|
3.12K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.85K+ 38.89% |
$915K - $1.62M
|
13.7K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-16K- 9.9% |
$3.81M - $6.74M
|
145K
$43.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
110+ 6.76% |
$26.2K - $46.4K
|
1.74K
$522K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-733- 6.61% |
$174K - $309K
|
10.4K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.21K+ 16.77% |
$287K - $508K
|
8.4K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-735- 24.0% |
$175K - $310K
|
2.33K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
89KNew |
$21.2M - $37.5M
|
89K
$26.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
141K+ 27.16% |
$33.5M - $59.3M
|
659K
$198M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-131- 11.48% |
$31.2K - $55.2K
|
1.01K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
792+ 174.83% |
$188K - $334K
|
1.25K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26K+ 4.17% |
$6.2M - $11M
|
651K
$196M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
800New |
$190K - $337K
|
800
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.26K+ 174.55% |
$777K - $1.38M
|
5.13K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.23K+ 90.28% |
$1.96M - $3.47M
|
17.3K
$5.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.65K+ 0.61% |
$393K - $696K
|
270K
$81.2M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.97K+ 21.35% |
$1.42M - $2.52M
|
33.9K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.59K- 44.19% |
$854K - $1.51M
|
4.53K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
237New |
$56.4K - $99.9K
|
237
$71.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
532+ 6.84% |
$127K - $224K
|
8.31K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
462+ 43.63% |
$110K - $195K
|
1.52K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 47.45% |
$434K - $769K
|
5.67K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.07KNew |
$492K - $871K
|
2.07K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-129- 0.98% |
$30.7K - $54.4K
|
13K
$3.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.29K+ 36.79% |
$1.5M - $2.65M
|
23.4K
$7.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
638New |
$152K - $269K
|
638
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.81KNew |
$2.1M - $3.71M
|
8.81K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.53K+ 51.37% |
$1.79M - $3.17M
|
22.2K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
187K+ 19.09% |
$44.6M - $79M
|
1.17M
$351M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
426+ 20.02% |
$101K - $180K
|
2.55K
$768K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.07K+ 63.95% |
$255K - $452K
|
2.75K
$827K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
721+ 18.34% |
$172K - $304K
|
4.65K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
550New |
$131K - $232K
|
550
$165K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
894+ 4.53% |
$213K - $377K
|
20.6K
$6.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.14K- 4.99% |
$271K - $480K
|
21.7K
$6.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
CALL |
-4.5K- 29.41% |
$1.07M - $1.9M
|
10.8K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.86KNew |
$681K - $1.21M
|
2.86K
$861K
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
7.79K+ 6.67% |
$1.85M - $3.28M
|
125K
$37.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
50New |
$11.9K - $21.1K
|
50
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
31.8KNew |
$7.57M - $13.4M
|
31.8K
$9.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$902
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30+ 1.31% |
$7.14K - $12.6K
|
2.32K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-90.6K- 16.6% |
$21.6M - $38.2M
|
455K
$137M
|