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
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
305+ 21.71% |
$72.6K - $129K
|
1.71K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-120K- 63.54% |
$28.5M - $50.5M
|
68.7K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
CALL |
143KNew |
$34.1M - $60.4M
|
143K
$43.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
650New |
$155K - $274K
|
650
$195K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.06K+ 1.25% |
$253K - $449K
|
86.3K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
22.4K+ 8.62% |
$5.33M - $9.44M
|
282K
$84.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
PUT |
37.8K+ 25.02% |
$8.99M - $15.9M
|
189K
$56.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.3K+ 13.87% |
$2.44M - $4.33M
|
84.3K
$25.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
148+ 9.16% |
$35.2K - $62.4K
|
1.76K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
464+ 22.65% |
$110K - $196K
|
2.51K
$756K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$2.14K - $3.79K
|
6.86K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.29K+ 19.27% |
$306K - $543K
|
7.97K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-300- 27.17% |
$71.4K - $126K
|
804
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.88K+ 88.11% |
$924K - $1.64M
|
8.29K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
702New |
$167K - $296K
|
702
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 3.76% |
$2.38K - $4.22K
|
276
$83K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.5K- 41.61% |
$7.03M - $12.5M
|
41.5K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
CALL |
-200- 50.0% |
$47.6K - $84.3K
|
200
$60.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
41+ 3.52% |
$9.76K - $17.3K
|
1.21K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28+ 82.35% |
$6.66K - $11.8K
|
62
$18.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.28K- 2.21% |
$305K - $541K
|
56.8K
$17.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
132+ 4.33% |
$31.4K - $55.7K
|
3.18K
$956K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 8.85% |
$1.6M - $2.83M
|
82.7K
$24.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200K+ 39900.0% |
$47.5M - $84.1M
|
200K
$60.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19New |
$4.52K - $8.01K
|
19
$5.71K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
532New |
$127K - $224K
|
532
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
85+ 1.41% |
$20.2K - $35.8K
|
6.11K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1- 0.06% |
$238 - $422
|
1.7K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.02KNew |
$1.67M - $2.96M
|
7.02K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.9K- 43.33% |
$3.56M - $6.3M
|
19.5K
$5.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-18.8K- 58.87% |
$4.47M - $7.91M
|
13.1K
$3.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.14K+ 7.01% |
$510K - $903K
|
32.7K
$9.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
864New |
$206K - $364K
|
864
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
446+ 36.83% |
$106K - $188K
|
1.66K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
38+ 6.9% |
$9.04K - $16K
|
589
$177K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
528New |
$126K - $223K
|
528
$159K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-431- 33.99% |
$103K - $182K
|
837
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.16K+ 95.07% |
$276K - $488K
|
2.38K
$714K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.41KNew |
$334K - $592K
|
1.41K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.75% |
$476 - $843
|
112
$33.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 8.57% |
$3.57K - $6.32K
|
160
$48.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
502New |
$119K - $212K
|
502
$151K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.49K+ 33.51% |
$354K - $627K
|
5.92K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.01K+ 44.64% |
$241K - $426K
|
3.28K
$985K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
223+ 39.26% |
$53.1K - $94K
|
791
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
845+ 29.02% |
$201K - $356K
|
3.76K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-110- 1.25% |
$26.2K - $46.4K
|
8.72K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.05M- 9.94% |
$487M - $863M
|
18.5M
$5.57B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.58KNew |
$376K - $667K
|
1.58K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-725- 98.77% |
$173K - $306K
|
9
$2.71K
|