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 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.5K+ 29.41% |
$598K - $991K
|
11K
$4.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
369+ 30.78% |
$88.3K - $146K
|
1.57K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
102New |
$24.4K - $40.4K
|
102
$41.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 3.22% |
$12K - $19.8K
|
1.5K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.01KNew |
$242K - $400K
|
1.01K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 4.0% |
$957 - $1.59K
|
104
$42K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
116+ 11.19% |
$27.8K - $46K
|
1.15K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-20.1K- 61.53% |
$4.82M - $7.98M
|
12.6K
$5.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-42- 16.8% |
$10K - $16.7K
|
208
$84K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-85- 87.63% |
$20.3K - $33.7K
|
12
$4.85K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
8.78KNew |
$2.1M - $3.48M
|
8.78K
$3.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-14.4K- 94.1% |
$3.44M - $5.7M
|
901
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.16KNew |
$278K - $460K
|
1.16K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.7K+ 40.72% |
$3.52M - $5.84M
|
50.9K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
675+ 76.7% |
$162K - $268K
|
1.56K
$628K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
23.8K+ 140.51% |
$5.7M - $9.45M
|
40.8K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.8K- 50.03% |
$3.78M - $6.26M
|
15.8K
$6.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
47+ 6.12% |
$11.2K - $18.6K
|
815
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.4K+ 318.41% |
$575K - $953K
|
3.16K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.92K+ 82.19% |
$938K - $1.55M
|
8.69K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
22.8K+ 34.73% |
$5.45M - $9.04M
|
88.4K
$35.7M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
62+ 476.92% |
$14.8K - $24.6K
|
75
$30.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-50- 6.25% |
$12K - $19.8K
|
750
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
919New |
$220K - $364K
|
919
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.74KNew |
$416K - $690K
|
1.74K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.51% |
$479 - $793
|
392
$158K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.05K- 15.56% |
$491K - $813K
|
11.1K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$7.18K - $11.9K
|
30
$12.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
980New |
$234K - $389K
|
980
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-212- 1.92% |
$50.7K - $84.1K
|
10.8K
$4.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
123+ 21.13% |
$29.4K - $48.8K
|
705
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
760+ 12.81% |
$182K - $301K
|
6.7K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.9K+ 21.96% |
$3.08M - $5.11M
|
71.5K
$28.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11K+ 22.57% |
$504K - $836K
|
11.4K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.73KNew |
$653K - $1.08M
|
2.73K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
14.7KNew |
$3.53M - $5.84M
|
14.7K
$5.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.4K- 47.7% |
$335K - $555K
|
1.54K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-172- 44.44% |
$41.2K - $68.2K
|
215
$86.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-441- 9.53% |
$106K - $175K
|
4.19K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.88K+ 38.52% |
$450K - $745K
|
6.76K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
CALL |
500+ 100.0% |
$120K - $198K
|
1K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
133+ 21.8% |
$31.8K - $52.7K
|
743
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
147+ 3.79% |
$35.2K - $58.3K
|
4.02K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
50+ 147.06% |
$12K - $19.8K
|
84
$33.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 80.0% |
$95.7K - $159K
|
100
$40.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
25+ 1.88% |
$5.98K - $9.91K
|
1.36K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
222New |
$53.1K - $88K
|
222
$89.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.35K- 48.23% |
$2.24M - $3.71M
|
10K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
15.8KNew |
$3.77M - $6.26M
|
15.8K
$6.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.72KNew |
$1.61M - $2.66M
|
6.72K
$2.71M
|