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 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$3.35K - $5.55K
|
14
$5.66K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 27.03% |
$2.39K - $3.97K
|
47
$19K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
206+ 1.23% |
$49.3K - $81.7K
|
17K
$6.85M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
730+ 72.28% |
$175K - $289K
|
1.74K
$703K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
185+ 1.93% |
$44.3K - $73.4K
|
9.79K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-146- 36.96% |
$34.9K - $57.9K
|
249
$101K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.43KNew |
$342K - $567K
|
1.43K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
602+ 24.14% |
$144K - $239K
|
3.1K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 17.53% |
$240K - $397K
|
6.72K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
703+ 6.01% |
$168K - $279K
|
12.4K
$5.01M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.2K- 85.27% |
$2.2M - $3.65M
|
1.59K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
47.9KNew |
$11.4M - $19M
|
47.9K
$19.3M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.41KNew |
$336K - $557K
|
1.41K
$568K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.96% |
$2.15K - $3.57K
|
945
$382K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.4K- 3.68% |
$335K - $555K
|
36.7K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-414- 3.32% |
$99.1K - $164K
|
12.1K
$4.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.61% |
$12.2K - $20.2K
|
8.32K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-133- 1.09% |
$31.8K - $52.7K
|
12.1K
$4.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
494+ 36.81% |
$118K - $196K
|
1.84K
$742K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 90.29% |
$427K - $708K
|
3.76K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
1.4K+ 35.9% |
$335K - $555K
|
5.3K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
110+ 55.0% |
$26.3K - $43.6K
|
310
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
828+ 17.1% |
$198K - $328K
|
5.67K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
505+ 62.12% |
$121K - $200K
|
1.32K
$532K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.08K- 27.82% |
$1.45M - $2.41M
|
15.8K
$6.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.84K+ 29.08% |
$439K - $728K
|
8.15K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.53% |
$957 - $1.59K
|
266
$107K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-22- 11.11% |
$5.26K - $8.72K
|
176
$71.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-12- 1.35% |
$2.87K - $4.76K
|
879
$355K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
817+ 49.94% |
$195K - $324K
|
2.45K
$991K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 8.18% |
$18.7K - $30.9K
|
875
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.64KNew |
$392K - $649K
|
1.64K
$661K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.55K+ 13.17% |
$370K - $613K
|
13.3K
$5.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
20.8K+ 12.4% |
$4.97M - $8.24M
|
188K
$76.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-15- 0.9% |
$3.59K - $5.95K
|
1.65K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
6.39K+ 34.44% |
$1.53M - $2.53M
|
24.9K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
625New |
$150K - $248K
|
625
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
356+ 28.48% |
$85.2K - $141K
|
1.61K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
41+ 0.93% |
$9.81K - $16.3K
|
4.43K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$2.83K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-119- 4.94% |
$28.5K - $47.2K
|
2.29K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3- 2.22% |
$718 - $1.19K
|
132
$53.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
159+ 0.33% |
$38K - $63K
|
47.7K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 24.39% |
$261K - $432K
|
5.55K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 8.4% |
$270K - $447K
|
14.6K
$5.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
174New |
$41.6K - $69K
|
174
$70.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 9.09% |
$1.2K - $1.98K
|
50
$20.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
727+ 9.28% |
$174K - $288K
|
8.56K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-650- 22.34% |
$156K - $258K
|
2.26K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.05% |
$15.3K - $25.4K
|
6.16K
$2.49M
|