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 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.42K- 11.35% |
$1.29M - $2.29M
|
42.3K
$12.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15+ 0.18% |
$3.57K - $6.32K
|
8.16K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
362+ 81.72% |
$86.1K - $153K
|
805
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49+ 2.05% |
$11.7K - $20.7K
|
2.44K
$725K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
638New |
$152K - $269K
|
638
$189K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
19.6K+ 22.13% |
$4.66M - $8.25M
|
108K
$32M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
870+ 78.24% |
$207K - $367K
|
1.98K
$588K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.79KNew |
$425K - $753K
|
1.79K
$530K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.41K- 63.21% |
$1.76M - $3.12M
|
4.31K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
189+ 3150.0% |
$45K - $79.7K
|
195
$57.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
530New |
$126K - $223K
|
530
$157K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-48.6K- 49.78% |
$11.6M - $20.5M
|
49K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
121K+ 35.81% |
$28.8M - $51M
|
459K
$136M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27+ 2.04% |
$6.42K - $11.4K
|
1.35K
$401K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
2.68K+ 4.11% |
$637K - $1.13M
|
67.8K
$20.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2New |
$476 - $843
|
2
$594
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16+ 2.01% |
$3.81K - $6.75K
|
811
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.3K- 28.58% |
$1.02M - $1.81M
|
10.7K
$3.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
685New |
$163K - $289K
|
685
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-275- 63.22% |
$65.4K - $116K
|
160
$47.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-65- 4.62% |
$15.5K - $27.4K
|
1.34K
$398K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
100New |
$23.8K - $42.2K
|
100
$29.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.86K+ 69.45% |
$918K - $1.63M
|
9.41K
$2.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$95.2K - $169K
|
400
$119K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.01K+ 44.14% |
$1.67M - $2.96M
|
22.9K
$6.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
12+ 0.38% |
$2.86K - $5.06K
|
3.19K
$947K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$12.1K - $21.5K
|
51
$15.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
100+ 9.9% |
$23.8K - $42.2K
|
1.11K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
986New |
$235K - $416K
|
986
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
204+ 19.34% |
$48.5K - $86K
|
1.26K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
CALL |
2.4KNew |
$571K - $1.01M
|
2.4K
$712K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$714 - $1.26K
|
3
$890
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.36K- 52.65% |
$1.75M - $3.1M
|
6.62K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
764New |
$182K - $322K
|
764
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
251New |
$59.7K - $106K
|
251
$74.5K
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
43+ 57.33% |
$10.2K - $18.1K
|
118
$35K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-422- 5.44% |
$100K - $178K
|
7.33K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.25K+ 20.47% |
$772K - $1.37M
|
19.1K
$5.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.03K+ 383.65% |
$720K - $1.28M
|
3.82K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 3.16% |
$2.86K - $5.06K
|
392
$116K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
100+ 4.76% |
$23.8K - $42.2K
|
2.2K
$653K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
CALL |
1K+ 100.0% |
$238K - $422K
|
2K
$594K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
705+ 119.09% |
$168K - $297K
|
1.3K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.2K- 72.92% |
$3.14M - $5.57M
|
4.91K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
587New |
$140K - $247K
|
587
$174K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
7.83K+ 26.14% |
$1.86M - $3.3M
|
37.8K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
541New |
$129K - $228K
|
541
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$476 - $843
|
4
$1.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-884- 33.96% |
$210K - $373K
|
1.72K
$510K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-12.3K- 70.3% |
$2.92M - $5.18M
|
5.19K
$1.54M
|