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 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-115- 5.44% |
$27.4K - $48.5K
|
2K
$594K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
15+ 0.31% |
$3.57K - $6.32K
|
4.89K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
482+ 40.68% |
$115K - $203K
|
1.67K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-18- 2.37% |
$4.28K - $7.59K
|
742
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
20+ 1.47% |
$4.76K - $8.43K
|
1.38K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
12.5K+ 0.89% |
$2.97M - $5.27M
|
1.42M
$422M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
104+ 8.44% |
$24.7K - $43.8K
|
1.34K
$396K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.02KNew |
$242K - $428K
|
1.02K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.47K+ 152.22% |
$587K - $1.04M
|
4.09K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
600New |
$143K - $253K
|
600
$178K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-123- 17.45% |
$29.3K - $51.9K
|
582
$173K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 13.64% |
$714 - $1.26K
|
25
$7.42K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.91K+ 41.3% |
$454K - $805K
|
6.54K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
42.4K+ 4.73% |
$10.1M - $17.9M
|
939K
$279M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
789K+ 23.3% |
$188M - $333M
|
4.17M
$1.24B
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.48K+ 3.42% |
$590K - $1.05M
|
75.1K
$22.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
44.6KNew |
$10.6M - $18.8M
|
44.6K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
38+ 0.13% |
$9.04K - $16K
|
29.3K
$8.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-247- 17.03% |
$58.8K - $104K
|
1.2K
$357K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
774New |
$184K - $326K
|
774
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
500New |
$119K - $211K
|
500
$148K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
204New |
$48.5K - $86K
|
204
$60.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.1K+ 13.63% |
$2.87M - $5.08M
|
100K
$29.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
9.56KNew |
$2.27M - $4.03M
|
9.56K
$2.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 10.39% |
$2.77M - $4.9M
|
100K
$29.7M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
40New |
$9.52K - $16.9K
|
40
$11.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-26- 14.94% |
$6.19K - $11K
|
148
$43.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-75- 7.94% |
$17.8K - $31.6K
|
870
$258K
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
124+ 3.42% |
$29.5K - $52.3K
|
3.75K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
648+ 7.47% |
$154K - $273K
|
9.32K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
16+ 1.21% |
$3.81K - $6.75K
|
1.33K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
8.78K+ 103.65% |
$2.09M - $3.7M
|
17.3K
$5.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
CALL |
10.4KNew |
$2.47M - $4.38M
|
10.4K
$3.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.47K+ 84.1% |
$349K - $618K
|
3.21K
$952K
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
10KNew |
$2.38M - $4.22M
|
10K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
59.7K+ 11.29% |
$14.2M - $25.2M
|
589K
$175M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
100+ 454.55% |
$23.8K - $42.2K
|
122
$36.2K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
212+ 26.3% |
$50.4K - $89.4K
|
1.02K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.84K+ 8.92% |
$1.63M - $2.88M
|
83.5K
$24.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.71K+ 44.18% |
$1.36M - $2.41M
|
18.6K
$5.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
600New |
$143K - $253K
|
600
$178K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-43- 87.76% |
$10.2K - $18.1K
|
6
$1.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-22- 0.35% |
$5.23K - $9.28K
|
6.23K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
608New |
$145K - $256K
|
608
$180K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 6.31% |
$3.09K - $5.48K
|
219
$65K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
502New |
$119K - $212K
|
502
$149K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
100New |
$23.8K - $42.2K
|
100
$29.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.22KNew |
$527K - $934K
|
2.22K
$657K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
280+ 39.38% |
$66.6K - $118K
|
991
$294K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.65K- 2.87% |
$391K - $694K
|
55.6K
$16.5M
|