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 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10.4K+ 154.21% |
$2.48M - $4.11M
|
17.1K
$6.76M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4- 0.52% |
$957 - $1.59K
|
766
$303K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$319K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 12.02% |
$6.7K - $11.1K
|
261
$103K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.44K+ 32.65% |
$1.54M - $2.55M
|
26.2K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 9.27% |
$22.5K - $37.3K
|
1.11K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$79.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 11.51% |
$435K - $720K
|
14K
$5.53M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
584+ 77.66% |
$140K - $232K
|
1.34K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 1.91% |
$8.85K - $14.7K
|
1.98K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
246+ 13.47% |
$58.9K - $97.5K
|
2.07K
$820K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12+ 1.51% |
$2.87K - $4.76K
|
806
$319K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$239 - $397
|
1
$396
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.28M+ 26.27% |
$1.02B - $1.7B
|
20.6M
$8.15B
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-124- 5.19% |
$29.7K - $49.2K
|
2.27K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
614K+ 216.58% |
$147M - $243M
|
897K
$355M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.3M+ 62.19% |
$311M - $515M
|
3.39M
$1.34B
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-13- 1.61% |
$3.11K - $5.15K
|
794
$314K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
249K+ 32.64% |
$59.5M - $98.6M
|
1.01M
$400M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
16KNew |
$3.83M - $6.35M
|
16K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 11.36% |
$257K - $427K
|
10.5K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.83K+ 20.33% |
$437K - $725K
|
10.8K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
60.5K+ 248.32% |
$14.5M - $24M
|
84.8K
$33.6M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.17K+ 1208.22% |
$1.48M - $2.45M
|
6.69K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
592+ 16.54% |
$142K - $235K
|
4.17K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-180- 17.65% |
$43.1K - $71.4K
|
840
$332K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 37.23% |
$8.37K - $13.9K
|
129
$51K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.68K+ 44.73% |
$402K - $666K
|
5.43K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
115+ 6.31% |
$27.5K - $45.6K
|
1.94K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 3.17% |
$15.6K - $25.8K
|
2.12K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
423+ 36.0% |
$101K - $168K
|
1.6K
$632K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.17KNew |
$280K - $464K
|
1.17K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.71K+ 12.45% |
$409K - $678K
|
15.4K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
102K+ 49.06% |
$24.5M - $40.6M
|
311K
$123M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.03K- 14.11% |
$246K - $408K
|
6.26K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
665+ 27.91% |
$159K - $264K
|
3.05K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 10.0% |
$479 - $793
|
22
$8.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-614- 58.09% |
$147K - $243K
|
443
$175K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
28.4K+ 32.04% |
$6.78M - $11.2M
|
117K
$46.2M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
CALL |
2.6KNew |
$622K - $1.03M
|
2.6K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
765+ 6.51% |
$183K - $303K
|
12.5K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7- 0.66% |
$1.67K - $2.78K
|
1.06K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
17.5KNew |
$4.18M - $6.93M
|
17.5K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.22K- 43.82% |
$291K - $482K
|
1.56K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
201+ 1.13% |
$48.1K - $79.7K
|
18K
$7.14M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
713New |
$171K - $283K
|
713
$282K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 23.59% |
$535K - $887K
|
11.7K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.35K+ 40.18% |
$1.28M - $2.12M
|
18.7K
$7.39M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-70- 5.38% |
$16.7K - $27.8K
|
1.23K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
660+ 2.5% |
$158K - $262K
|
27.1K
$10.7M
|