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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
10+ 0.21% |
$2.39K - $3.97K
|
4.87K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 8.9% |
$939K - $1.56M
|
48K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.1K+ 17.01% |
$4.09M - $6.78M
|
118K
$46.5M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.65K+ 27.14% |
$873K - $1.45M
|
17.1K
$6.76M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
278+ 6.4% |
$66.5K - $110K
|
4.63K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-251- 18.1% |
$60.1K - $99.5K
|
1.14K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
89+ 189.36% |
$21.3K - $35.3K
|
136
$53.8K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.36K+ 28.3% |
$325K - $538K
|
6.16K
$2.44M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.31KNew |
$1.03M - $1.71M
|
4.31K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
126+ 11.63% |
$30.1K - $50K
|
1.21K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.4K+ 20.93% |
$3.45M - $5.72M
|
83.4K
$33M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16- 0.49% |
$3.83K - $6.34K
|
3.24K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.4K+ 111.55% |
$8.96M - $14.8M
|
71K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
CALL |
400New |
$95.7K - $159K
|
400
$158K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
291+ 4.7% |
$69.6K - $115K
|
6.49K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
789New |
$189K - $313K
|
789
$312K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.87K+ 44.31% |
$926K - $1.53M
|
12.6K
$4.99M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$12K - $19.8K
|
5.5K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 2.02% |
$6.46K - $10.7K
|
1.36K
$540K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
825+ 22.68% |
$197K - $327K
|
4.46K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.06K+ 59.68% |
$733K - $1.21M
|
8.19K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.64K- 12.72% |
$631K - $1.05M
|
18.1K
$7.17M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35+ 50.0% |
$8.37K - $13.9K
|
105
$41.5K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
65+ 0.29% |
$15.6K - $25.8K
|
22.3K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 15.4% |
$19.9K - $32.9K
|
622
$246K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.34K- 32.43% |
$320K - $531K
|
2.79K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.9K+ 14.46% |
$454K - $753K
|
15K
$5.95M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
90+ 9.89% |
$21.5K - $35.7K
|
1K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$4.75K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.91KNew |
$697K - $1.15M
|
2.91K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16New |
$3.83K - $6.34K
|
16
$6.33K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.97K+ 13.86% |
$1.67M - $2.76M
|
57.3K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-428- 19.72% |
$102K - $170K
|
1.74K
$689K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.22K+ 49.59% |
$292K - $483K
|
3.68K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
34.2K+ 24.06% |
$8.19M - $13.6M
|
176K
$69.8M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.89KNew |
$452K - $749K
|
1.89K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
35.9KNew |
$8.6M - $14.3M
|
35.9K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
795New |
$190K - $315K
|
795
$315K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
40K+ 66.67% |
$9.57M - $15.9M
|
100K
$39.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
354+ 5.6% |
$84.7K - $140K
|
6.67K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.32K+ 571.79% |
$1.03M - $1.71M
|
5.07K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$479 - $793
|
2
$791
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 45.45% |
$2.39K - $3.97K
|
32
$12.7K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 4.03% |
$17.9K - $29.7K
|
1.93K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29+ 50.0% |
$6.94K - $11.5K
|
87
$34.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1New |
$239 - $397
|
1
$396
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.14K- 73.61% |
$752K - $1.25M
|
1.13K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
65+ 1.96% |
$15.6K - $25.8K
|
3.39K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
770New |
$184K - $305K
|
770
$305K
|