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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.84K+ 30.7% |
$1.15M - $2.04M
|
20.6K
$6.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
5.55KNew |
$1.32M - $2.34M
|
5.55K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
795+ 4.15% |
$189K - $335K
|
19.9K
$5.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-76- 10.15% |
$18.1K - $32K
|
673
$200K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
17+ 1.25% |
$4.05K - $7.17K
|
1.38K
$410K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
227+ 23.45% |
$54K - $95.7K
|
1.2K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
503New |
$120K - $212K
|
503
$149K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15+ 1.45% |
$3.57K - $6.32K
|
1.05K
$311K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
621+ 5.11% |
$148K - $262K
|
12.8K
$3.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1KNew |
$238K - $422K
|
1K
$297K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
515New |
$123K - $217K
|
515
$153K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1New |
$238 - $422
|
1
$297
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-352- 7.02% |
$83.8K - $148K
|
4.66K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
926+ 71.4% |
$220K - $390K
|
2.22K
$660K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
518New |
$123K - $218K
|
518
$154K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.26K+ 76.61% |
$299K - $530K
|
2.9K
$861K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.82K+ 28.39% |
$1.15M - $2.03M
|
21.8K
$6.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
22+ 2.32% |
$5.23K - $9.28K
|
970
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
214+ 0.49% |
$50.9K - $90.2K
|
44.1K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.92K+ 20.79% |
$933K - $1.65M
|
22.8K
$6.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-356- 17.33% |
$84.7K - $150K
|
1.7K
$504K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-832- 36.81% |
$198K - $351K
|
1.43K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
969New |
$231K - $409K
|
969
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
55New |
$13.1K - $23.2K
|
55
$16.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$10.5K - $18.6K
|
44
$13.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.35K- 10.76% |
$321K - $568K
|
11.2K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 3.01% |
$1.19K - $2.11K
|
171
$50.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
267+ 10.11% |
$63.5K - $113K
|
2.91K
$863K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
239+ 2.87% |
$56.9K - $101K
|
8.56K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-969- 8.02% |
$231K - $409K
|
11.1K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-18- 8.65% |
$4.28K - $7.59K
|
190
$56.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.17K+ 17.31% |
$754K - $1.34M
|
21.5K
$6.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
845New |
$201K - $356K
|
845
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-97- 10.34% |
$23.1K - $40.9K
|
841
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
CALL |
3KNew |
$714K - $1.26M
|
3K
$890K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.36K+ 353.7% |
$1.51M - $2.68M
|
8.16K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-50K- 50.0% |
$11.9M - $21.1M
|
50K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
245+ 16.3% |
$58.3K - $103K
|
1.75K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 3.81% |
$952 - $1.69K
|
101
$30K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
496New |
$118K - $209K
|
496
$147K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
202+ 21.98% |
$48.1K - $85.2K
|
1.12K
$333K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-281- 32.83% |
$66.9K - $118K
|
575
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
7K+ 43.75% |
$1.67M - $2.95M
|
23K
$6.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
558New |
$133K - $235K
|
558
$166K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
130+ 15.48% |
$30.9K - $54.8K
|
970
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.96K+ 853.22% |
$1.42M - $2.51M
|
6.66K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.21K+ 11.47% |
$288K - $510K
|
11.8K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
BUY
|
- |
200+ 19.19% |
$47.6K - $84.3K
|
1.24K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 1.61% |
$952 - $1.69K
|
253
$75.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 4.17% |
$476 - $843
|
50
$14.8K
|