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 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-75- 4.88% |
$17.9K - $29.7K
|
1.46K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-660- 31.26% |
$158K - $262K
|
1.45K
$586K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
938New |
$224K - $372K
|
938
$379K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
9.47K+ 27.06% |
$2.27M - $3.76M
|
44.5K
$18M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
857New |
$205K - $340K
|
857
$346K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.08% |
$479 - $793
|
2.57K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
252+ 9.21% |
$60.3K - $99.9K
|
2.99K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
30.8K+ 53.58% |
$7.38M - $12.2M
|
88.4K
$35.7M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
11K+ 28.31% |
$2.62M - $4.35M
|
49.7K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.93K+ 3.81% |
$941K - $1.56M
|
107K
$43.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 19.9% |
$24.8M - $41.1M
|
625K
$253M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1KNew |
$239K - $397K
|
1K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
292+ 8.52% |
$69.9K - $116K
|
3.72K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.18K+ 79.88% |
$283K - $469K
|
2.66K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 4.76% |
$12K - $19.8K
|
1K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
302+ 5.61% |
$72.3K - $120K
|
5.68K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.75K+ 48.95% |
$418K - $693K
|
5.32K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1KNew |
$239K - $397K
|
1K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.24K+ 31.49% |
$1.01M - $1.68M
|
17.7K
$7.15M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
720New |
$172K - $285K
|
720
$291K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
580New |
$139K - $230K
|
580
$234K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 108.24% |
$324K - $536K
|
2.6K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
278+ 95.86% |
$66.5K - $110K
|
568
$229K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$80.8K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$4.85K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
29+ 47.54% |
$6.94K - $11.5K
|
90
$36.4K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
781+ 52.56% |
$187K - $310K
|
2.27K
$916K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.25K+ 39.42% |
$1.02M - $1.68M
|
15K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
168+ 3.29% |
$40.2K - $66.6K
|
5.28K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
27.3K+ 47.2% |
$6.54M - $10.8M
|
85.2K
$34.4M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 4.7% |
$9.57K - $15.9K
|
891
$360K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-277- 28.41% |
$66.3K - $110K
|
698
$282K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.4K+ 25.2% |
$3.68M - $6.11M
|
76.5K
$30.9M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-181- 4.46% |
$43.3K - $71.8K
|
3.88K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.29KNew |
$1.03M - $1.7M
|
4.29K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 39.07% |
$745K - $1.23M
|
11.1K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-378- 29.01% |
$90.4K - $150K
|
925
$374K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.83K+ 21.1% |
$438K - $726K
|
10.5K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
40+ 1.99% |
$9.57K - $15.9K
|
2.06K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
10+ 0.21% |
$2.39K - $3.97K
|
4.87K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 8.9% |
$939K - $1.56M
|
48K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.1K+ 17.01% |
$4.09M - $6.78M
|
118K
$47.5M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.65K+ 27.14% |
$873K - $1.45M
|
17.1K
$6.9M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
278+ 6.4% |
$66.5K - $110K
|
4.63K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-251- 18.1% |
$60.1K - $99.5K
|
1.14K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
89+ 189.36% |
$21.3K - $35.3K
|
136
$54.9K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.36K+ 28.3% |
$325K - $538K
|
6.16K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.31KNew |
$1.03M - $1.71M
|
4.31K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
126+ 11.63% |
$30.1K - $50K
|
1.21K
$488K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4K+ 20.93% |
$3.45M - $5.72M
|
83.4K
$33.7M
|