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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
CALL |
2KNew |
$229K - $3.6M
|
2K
$681K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.5K+ 1579.6% |
$2.81M - $44.2M
|
26.1K
$8.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
900+ 900.0% |
$103K - $1.62M
|
1K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.38KNew |
$158K - $2.48M
|
1.38K
$470K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.26KNew |
$144K - $2.26M
|
1.26K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
300New |
$34.3K - $540K
|
300
$102K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
180+ 900.0% |
$20.6K - $324K
|
200
$68.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.12K+ 900.0% |
$128K - $2.01M
|
1.24K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
11.7K+ 2484.75% |
$1.34M - $21.1M
|
12.2K
$4.16M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
2KNew |
$229K - $3.6M
|
2K
$681K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.48K+ 801.63% |
$169K - $2.66M
|
1.66K
$565K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
238K+ 224965.09% |
$27.3M - $429M
|
239K
$81.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.45KNew |
$166K - $2.61M
|
1.45K
$494K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
29.1K+ 905.98% |
$3.32M - $52.3M
|
32.3K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
850+ 1700.0% |
$97.2K - $1.53M
|
900
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
103K+ 2486.09% |
$11.8M - $185M
|
107K
$36.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$34.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
8.42K+ 1124.3% |
$963K - $15.2M
|
9.17K
$3.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39.5K+ 802.99% |
$4.51M - $71.1M
|
44.4K
$15.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.08K+ 1024.25% |
$352K - $5.55M
|
3.38K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.86K+ 900.0% |
$441K - $6.95M
|
4.29K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.71K+ 921.62% |
$195K - $3.07M
|
1.89K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
577+ 1154.0% |
$66K - $1.04M
|
627
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 1537.16% |
$520K - $8.19M
|
4.85K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.34K+ 2834.36% |
$839K - $13.2M
|
7.6K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.6K- 68.44% |
$411K - $6.48M
|
1.66K
$565K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
109K+ 915.19% |
$12.5M - $196M
|
121K
$41.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
107K+ 1121.24% |
$12.3M - $193M
|
117K
$39.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
117+ 900.0% |
$13.4K - $211K
|
130
$44.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
540+ 900.0% |
$61.7K - $972K
|
600
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
2.97K+ 900.0% |
$339K - $5.35M
|
3.3K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.15K+ 892.07% |
$360K - $5.67M
|
3.5K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
201K+ 827.31% |
$23M - $362M
|
226K
$76.8M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
153+ 900.0% |
$17.5K - $275K
|
170
$57.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
60.2K+ 907.35% |
$6.88M - $108M
|
66.8K
$22.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 1050.0% |
$2.4K - $37.8K
|
23
$7.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 938.7% |
$2.62M - $41.3M
|
25.4K
$8.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
16.4K+ 9327.27% |
$1.88M - $29.6M
|
16.6K
$5.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.44K+ 1637.91% |
$736K - $11.6M
|
6.83K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.56KNew |
$178K - $2.81M
|
1.56K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
320+ 820.51% |
$36.6K - $576K
|
359
$122K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
82.2K+ 898.52% |
$9.4M - $148M
|
91.4K
$31.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2.8K+ 944.59% |
$320K - $5.03M
|
3.09K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.2KNew |
$137K - $2.16M
|
1.2K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1.25KNew |
$143K - $2.25M
|
1.25K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
31.6K+ 994.74% |
$3.61M - $56.8M
|
34.7K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.2KNew |
$137K - $2.16M
|
1.2K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
216+ 900.0% |
$24.7K - $389K
|
240
$81.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
531+ 900.0% |
$60.7K - $956K
|
590
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.09K+ 1305.13% |
$582K - $9.16M
|
5.48K
$1.87M
|