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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 24.39% |
$261K - $432K
|
5.55K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 8.4% |
$270K - $447K
|
14.6K
$5.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
174New |
$41.6K - $69K
|
174
$68.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 9.09% |
$1.2K - $1.98K
|
50
$19.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
727+ 9.28% |
$174K - $288K
|
8.56K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-650- 22.34% |
$156K - $258K
|
2.26K
$894K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.05% |
$15.3K - $25.4K
|
6.16K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
59+ 2950.0% |
$14.1K - $23.4K
|
61
$24.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19+ 35.85% |
$4.55K - $7.53K
|
72
$28.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
155+ 7750.0% |
$37.1K - $61.5K
|
157
$62.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 20.33% |
$774K - $1.28M
|
19.1K
$7.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
273+ 23.76% |
$65.3K - $108K
|
1.42K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.1K- 96.97% |
$6.73M - $11.2M
|
880
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14+ 58.33% |
$3.35K - $5.55K
|
38
$15K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
642+ 50.87% |
$154K - $255K
|
1.9K
$753K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
9+ 0.38% |
$2.15K - $3.57K
|
2.35K
$929K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15New |
$3.59K - $5.95K
|
15
$5.94K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
154+ 9.63% |
$36.8K - $61.1K
|
1.75K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
SELL
|
- |
-11.5K- 13.29% |
$2.75M - $4.56M
|
75K
$29.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
594+ 49.13% |
$142K - $236K
|
1.8K
$713K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2- 0.05% |
$479 - $793
|
3.8K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.89K+ 97.15% |
$692K - $1.15M
|
5.87K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.75K- 25.88% |
$419K - $694K
|
5.01K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.75K+ 54.35% |
$418K - $693K
|
4.97K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.51K+ 34.84% |
$2.27M - $3.77M
|
36.8K
$14.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-40- 0.91% |
$9.57K - $15.9K
|
4.35K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
72+ 2.99% |
$17.2K - $28.5K
|
2.48K
$981K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
1.1KNew |
$263K - $436K
|
1.1K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 18.87% |
$2.39K - $3.97K
|
63
$24.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
508+ 55.82% |
$122K - $201K
|
1.42K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
818+ 6.64% |
$196K - $324K
|
13.1K
$5.2M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 52.94% |
$2.15K - $3.57K
|
26
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3- 1.48% |
$718 - $1.19K
|
200
$79.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 82.76% |
$5.74K - $9.52K
|
53
$21K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-81- 72.32% |
$19.4K - $32.1K
|
31
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-678- 37.56% |
$162K - $269K
|
1.13K
$446K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
18.1K+ 33.32% |
$4.34M - $7.19M
|
72.6K
$28.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
711New |
$170K - $282K
|
711
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.08K+ 12.28% |
$738K - $1.22M
|
28.2K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.46K- 52.87% |
$348K - $577K
|
1.3K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.2K+ 60.23% |
$4.11M - $6.81M
|
45.7K
$18.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
95+ 10.03% |
$22.7K - $37.7K
|
1.04K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
471+ 55.28% |
$113K - $187K
|
1.32K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$1.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10- 0.85% |
$2.39K - $3.97K
|
1.17K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-759- 45.45% |
$182K - $301K
|
911
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-33.4K- 94.88% |
$7.98M - $13.2M
|
1.8K
$712K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
21.3K+ 70.77% |
$5.09M - $8.43M
|
51.3K
$20.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
114K+ 27.4% |
$27.2M - $45.1M
|
529K
$209M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
53.1K+ 126.58% |
$12.7M - $21M
|
95K
$37.6M
|