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 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
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15K+ 1.04% |
$275K - $456K
|
112K
$45.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
439+ 14.12% |
$105K - $174K
|
3.55K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.29KNew |
$309K - $511K
|
1.29K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 2.11% |
$7.9K - $13.1K
|
1.6K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$479 - $793
|
2
$808
|
|
|
Apr 22, 2025
Q1 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-7.72K- 8.1% |
$1.85M - $3.06M
|
87.6K
$35.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$239 - $397
|
1
$404
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
726New |
$174K - $288K
|
726
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 26.32% |
$2.39K - $3.97K
|
48
$19.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-362- 32.26% |
$86.6K - $144K
|
760
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.11K+ 19.55% |
$505K - $837K
|
12.9K
$5.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
286+ 0.65% |
$68.4K - $113K
|
44K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
307New |
$73.5K - $122K
|
307
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 2.38% |
$7.18K - $11.9K
|
1.29K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15K- 27.9% |
$3.59M - $5.96M
|
38.8K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 3.37% |
$718 - $1.19K
|
92
$37.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
380+ 26.39% |
$90.9K - $151K
|
1.82K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 12.39% |
$13.6K - $22.6K
|
403
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.62K+ 45.94% |
$387K - $641K
|
5.14K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-360- 18.78% |
$86.1K - $143K
|
1.56K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.81K- 56.3% |
$434K - $719K
|
1.41K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.19KNew |
$284K - $470K
|
1.19K
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
12+ 1.46% |
$2.87K - $4.76K
|
832
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-294- 25.88% |
$70.3K - $117K
|
842
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-172- 98.29% |
$41.2K - $68.2K
|
3
$1.21K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 11.41% |
$39.2K - $65K
|
1.6K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-232- 2.39% |
$55.5K - $92K
|
9.46K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.6% |
$4.55K - $7.53K
|
3.18K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
750New |
$179K - $297K
|
750
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4+ 0.14% |
$957 - $1.59K
|
2.82K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
43+ 3.72% |
$10.3K - $17K
|
1.2K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-839- 31.76% |
$201K - $333K
|
1.8K
$728K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.7KNew |
$4.47M - $7.41M
|
18.7K
$7.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
424+ 0.79% |
$101K - $168K
|
54.1K
$21.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-424- 13.64% |
$101K - $168K
|
2.68K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-16K- 37.45% |
$3.83M - $6.35M
|
26.8K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.44KNew |
$344K - $571K
|
1.44K
$581K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-100- 5.71% |
$23.9K - $39.7K
|
1.65K
$667K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
290+ 23.35% |
$69.4K - $115K
|
1.53K
$619K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
582+ 348.5% |
$139K - $231K
|
749
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
243+ 3.5% |
$58.1K - $96.3K
|
7.18K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.72K- 2.47% |
$411K - $681K
|
67.7K
$27.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.4K+ 119.75% |
$814K - $1.35M
|
6.24K
$2.52M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 4.62% |
$3.59K - $5.95K
|
310
$125K
|