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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.13K+ 10.16% |
$268K - $474K
|
12.2K
$3.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 80.0% |
$952 - $1.69K
|
9
$2.55K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-623- 11.71% |
$148K - $263K
|
4.7K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.41K- 17.18% |
$336K - $596K
|
6.81K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-653- 8.75% |
$155K - $275K
|
6.81K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-48- 1.19% |
$11.4K - $20.2K
|
3.98K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
453+ 51.48% |
$108K - $191K
|
1.33K
$378K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51+ 39.53% |
$12.1K - $21.5K
|
180
$51.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
264+ 26.4% |
$62.8K - $111K
|
1.26K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-13K- 15.36% |
$3.1M - $5.49M
|
71.8K
$20.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
131+ 99.24% |
$31.2K - $55.2K
|
263
$74.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
842New |
$200K - $355K
|
842
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
715New |
$170K - $301K
|
715
$203K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
931+ 55.19% |
$222K - $393K
|
2.62K
$743K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
370+ 31.22% |
$88K - $156K
|
1.56K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.94K+ 7.41% |
$462K - $818K
|
28.1K
$7.98M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
10.4K+ 70.0% |
$2.47M - $4.38M
|
25.3K
$7.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18+ 0.27% |
$4.28K - $7.59K
|
6.74K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.92K+ 65.99% |
$457K - $810K
|
4.83K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
CALL |
5KNew |
$1.19M - $2.11M
|
5K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
541New |
$129K - $228K
|
541
$154K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 39.13% |
$8.57K - $15.2K
|
128
$36.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
21+ 1.35% |
$5K - $8.85K
|
1.58K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
41+ 19.9% |
$9.76K - $17.3K
|
247
$70.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
734K+ 394.31% |
$175M - $310M
|
920K
$261M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
36.4K+ 48.53% |
$8.66M - $15.3M
|
111K
$31.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49- 71.01% |
$11.7K - $20.7K
|
20
$5.68K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
703+ 528.57% |
$167K - $296K
|
836
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 11.54% |
$714 - $1.26K
|
29
$8.23K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
536New |
$128K - $226K
|
536
$152K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.93K- 48.58% |
$459K - $814K
|
2.04K
$580K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31+ 2.74% |
$7.38K - $13.1K
|
1.16K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-51- 3.35% |
$12.1K - $21.5K
|
1.47K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
84.8K+ 24.14% |
$20.2M - $35.8M
|
436K
$124M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
85K+ 24.29% |
$20.2M - $35.8M
|
435K
$123M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
206+ 3.18% |
$49K - $86.9K
|
6.69K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
316+ 1019.35% |
$75.2K - $133K
|
347
$98.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.44K+ 31.35% |
$1.06M - $1.87M
|
18.6K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-517- 1.3% |
$123K - $218K
|
39.2K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2New |
$476 - $843
|
2
$568
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-301- 18.82% |
$71.6K - $127K
|
1.3K
$368K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-76- 5.78% |
$18.1K - $32K
|
1.24K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
47+ 0.87% |
$11.2K - $19.8K
|
5.48K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
672+ 6.04% |
$160K - $283K
|
11.8K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
278New |
$66.2K - $117K
|
278
$78.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
837+ 44.17% |
$199K - $353K
|
2.73K
$775K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
73.7K+ 2345.89% |
$17.5M - $31.1M
|
76.8K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.09K+ 802.94% |
$260K - $460K
|
1.23K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
10+ 0.23% |
$2.38K - $4.22K
|
4.36K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
315+ 37.41% |
$75K - $133K
|
1.16K
$328K
|