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 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.75% |
$476 - $843
|
112
$33.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 8.57% |
$3.57K - $6.32K
|
160
$47.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
502New |
$119K - $212K
|
502
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.49K+ 33.51% |
$354K - $627K
|
5.92K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.01K+ 44.64% |
$241K - $426K
|
3.28K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
223+ 39.26% |
$53.1K - $94K
|
791
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
845+ 29.02% |
$201K - $356K
|
3.76K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-110- 1.25% |
$26.2K - $46.4K
|
8.72K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.05M- 9.94% |
$487M - $863M
|
18.5M
$5.5B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.58KNew |
$376K - $667K
|
1.58K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-725- 98.77% |
$173K - $306K
|
9
$2.67K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-586- 13.59% |
$139K - $247K
|
3.73K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-153- 23.79% |
$36.4K - $64.5K
|
490
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
24+ 2.4% |
$5.71K - $10.1K
|
1.02K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-349- 19.44% |
$83K - $147K
|
1.45K
$429K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-53- 5.58% |
$12.6K - $22.3K
|
897
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-118- 5.04% |
$28.1K - $49.7K
|
2.22K
$659K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
217+ 10.47% |
$51.6K - $91.5K
|
2.29K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-17- 0.09% |
$4.05K - $7.17K
|
18K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-80- 38.1% |
$19K - $33.7K
|
130
$38.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-779- 11.19% |
$185K - $328K
|
6.18K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.57K+ 5.5% |
$1.32M - $2.35M
|
107K
$31.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
19.4K+ 20.4% |
$4.61M - $8.17M
|
114K
$33.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.8K+ 10.53% |
$1.14M - $2.02M
|
50.4K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.4K+ 50.51% |
$809K - $1.43M
|
10.1K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.58KNew |
$376K - $666K
|
1.58K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-186- 1.37% |
$44.3K - $78.4K
|
13.4K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
632New |
$150K - $266K
|
632
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-614K- 14.85% |
$146M - $259M
|
3.52M
$1.05B
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.93% |
$238 - $422
|
108
$32.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
BUY
|
- |
4.34K+ 31.52% |
$1.03M - $1.83M
|
18.1K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-2.01K- 7.4% |
$477K - $845K
|
25.1K
$7.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.3K+ 12.8% |
$1.02M - $1.81M
|
37.9K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-62- 1.69% |
$14.8K - $26.1K
|
3.62K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Skaana Management L.P.
Brooklyn, NY |
SELL
|
PUT |
-1K- 50.0% |
$238K - $422K
|
1K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
683+ 13.47% |
$163K - $288K
|
5.76K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
9.53KNew |
$2.27M - $4.02M
|
9.53K
$2.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
CALL |
-15K- 16.67% |
$3.57M - $6.32M
|
75K
$22.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 12.5% |
$714 - $1.26K
|
27
$8.01K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
450+ 60.81% |
$107K - $190K
|
1.19K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.03K- 16.45% |
$244K - $433K
|
5.22K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 14.77% |
$3.09K - $5.48K
|
101
$30K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.77K- 14.81% |
$1.61M - $2.85M
|
38.9K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-298- 1.75% |
$70.9K - $126K
|
16.8K
$4.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
145+ 1.55% |
$34.5K - $61.1K
|
9.48K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-59- 8.27% |
$14K - $24.9K
|
654
$194K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
925+ 22.17% |
$220K - $390K
|
5.1K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
119+ 6.6% |
$28.3K - $50.2K
|
1.92K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.4K- 5.96% |
$4.38M - $7.76M
|
290K
$86.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.36K- 84.19% |
$1.99M - $3.53M
|
1.57K
$466K
|