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 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 138.46% |
$2.06K - $32.4K
|
31
$10.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 1020.71% |
$1.21M - $19.1M
|
11.6K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.9K+ 1232.19% |
$1.47M - $23.2M
|
13.9K
$4.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.36K+ 2138.11% |
$956K - $15M
|
8.75K
$2.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.54K+ 931.58% |
$405K - $6.37M
|
3.92K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.92K+ 950.0% |
$562K - $8.86M
|
5.44K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
250New |
$28.6K - $450K
|
250
$85.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
159+ 1445.45% |
$18.2K - $286K
|
170
$57.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.91K+ 1079.66% |
$218K - $3.44M
|
2.09K
$711K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$1.71K - $27K
|
15
$5.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
145+ 2900.0% |
$16.6K - $261K
|
150
$51.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
14.9K+ 957.32% |
$1.7M - $26.8M
|
16.5K
$5.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.26KNew |
$259K - $4.07M
|
2.26K
$771K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.59K+ 1854.21% |
$981K - $15.5M
|
9.05K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13K+ 566.26% |
$1.48M - $23.4M
|
15.3K
$5.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.44K+ 900.0% |
$165K - $2.59M
|
1.6K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.34K+ 920.49% |
$1.07M - $16.8M
|
10.4K
$3.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
120+ 857.14% |
$13.7K - $216K
|
134
$45.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21.9KNew |
$2.51M - $39.5M
|
21.9K
$7.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9+ 900.0% |
$1.03K - $16.2K
|
10
$3.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
738+ 900.0% |
$84.4K - $1.33M
|
820
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
218+ 990.91% |
$24.9K - $392K
|
240
$81.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$215K - $3.38M
|
1.88K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14.6K+ 931.33% |
$1.66M - $26.2M
|
16.1K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.04K+ 919.57% |
$919K - $14.5M
|
8.91K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.99K+ 837.82% |
$570K - $8.97M
|
5.58K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
407+ 1769.57% |
$46.5K - $733K
|
430
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26New |
$2.97K - $46.8K
|
26
$8.86K
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$681K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.67K+ 895.12% |
$419K - $6.61M
|
4.08K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
352+ 926.32% |
$40.2K - $634K
|
390
$133K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.9K+ 411.17% |
$2.27M - $35.8M
|
24.7K
$8.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
7.8KNew |
$892K - $14M
|
7.8K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.5KNew |
$1.43M - $22.5M
|
12.5K
$4.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
196+ 1031.58% |
$22.4K - $353K
|
215
$73.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 380.0% |
$4.34K - $68.4K
|
48
$16.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
471+ 981.25% |
$53.8K - $848K
|
519
$177K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
83.1K+ 1252.17% |
$9.5M - $150M
|
89.8K
$30.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
243+ 900.0% |
$27.8K - $437K
|
270
$92K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14.6K+ 1128.41% |
$1.67M - $26.2M
|
15.9K
$5.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
CALL |
300New |
$34.3K - $540K
|
300
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
3.18K+ 897.18% |
$363K - $5.72M
|
3.53K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.13K+ 1019.62% |
$244K - $3.84M
|
2.34K
$797K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.89K+ 1032.14% |
$330K - $5.2M
|
3.17K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.2KNew |
$137K - $2.16M
|
1.2K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
360+ 900.0% |
$41.1K - $648K
|
400
$136K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
119+ 1081.82% |
$13.6K - $214K
|
130
$44.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$681K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
440New |
$50.3K - $792K
|
440
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
12.1KNew |
$1.38M - $21.8M
|
12.1K
$4.12M
|