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 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
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-363- 19.38% |
$86.4K - $153K
|
1.51K
$448K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 2.55% |
$650K - $1.15M
|
110K
$32.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
199+ 10.06% |
$47.4K - $83.9K
|
2.18K
$646K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.6K- 88.78% |
$857K - $1.52M
|
455
$135K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.29K+ 2.68% |
$306K - $543K
|
49.3K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3.6KNew |
$857K - $1.52M
|
3.6K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7K+ 5.95% |
$1.67M - $2.95M
|
125K
$37M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
406+ 0.59% |
$96.6K - $171K
|
69.2K
$20.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
749New |
$178K - $316K
|
749
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 9.7% |
$2.55M - $4.52M
|
99.8K
$29.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
33.3K+ 133.2% |
$7.92M - $14M
|
58.3K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
77+ 4.7% |
$18.3K - $32.5K
|
1.71K
$509K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-292- 26.35% |
$69.5K - $123K
|
816
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
70+ 8.82% |
$16.7K - $29.5K
|
864
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.56K+ 18.23% |
$370K - $656K
|
10.1K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
380+ 5.7% |
$90.4K - $160K
|
7.05K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$2.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
124+ 1.27% |
$29.5K - $52.3K
|
9.91K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.08% |
$2.14K - $3.79K
|
11.5K
$3.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.65% |
$476 - $843
|
45
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
31.9K+ 15.87% |
$7.59M - $13.5M
|
233K
$69.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
55.7K+ 43.06% |
$13.3M - $23.5M
|
185K
$54.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
8.56K+ 177.82% |
$2.04M - $3.61M
|
13.4K
$3.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Rose Asset Management, LP
New York, NY |
BUY
|
PUT |
77.5KNew |
$18.4M - $32.7M
|
77.5K
$23M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
662New |
$158K - $279K
|
662
$196K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
395+ 2.62% |
$94K - $167K
|
15.5K
$4.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.52K+ 35.82% |
$1.07M - $1.9M
|
17.1K
$5.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
770+ 24.61% |
$183K - $325K
|
3.9K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
578+ 12.95% |
$138K - $244K
|
5.04K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
971+ 61.03% |
$231K - $409K
|
2.56K
$760K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
333+ 8.15% |
$79.2K - $140K
|
4.42K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
18.7K+ 37.58% |
$4.44M - $7.87M
|
68.4K
$20.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.99KNew |
$1.43M - $2.53M
|
5.99K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-28- 0.45% |
$6.66K - $11.8K
|
6.13K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$269K - $476K
|
1.13K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
7.2K+ 25.81% |
$1.71M - $3.04M
|
35.1K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4K+ 36.36% |
$952K - $1.69M
|
15K
$4.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.1KNew |
$262K - $464K
|
1.1K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-101- 11.09% |
$24K - $42.6K
|
810
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
13+ 14.44% |
$3.09K - $5.48K
|
103
$30.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.22K+ 53.64% |
$289K - $513K
|
3.48K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
35+ 48.61% |
$8.33K - $14.8K
|
107
$31.8K
|