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 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
541New |
$129K - $228K
|
541
$154K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$476 - $843
|
4
$1.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-884- 33.96% |
$210K - $373K
|
1.72K
$488K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-12.3K- 70.3% |
$2.92M - $5.18M
|
5.19K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13K+ 16.99% |
$3.09M - $5.48M
|
89.5K
$25.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
14New |
$3.33K - $5.9K
|
14
$3.97K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-28- 0.64% |
$6.66K - $11.8K
|
4.33K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.77K+ 218.13% |
$421K - $746K
|
2.58K
$732K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500New |
$119K - $211K
|
500
$142K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 28.13% |
$2.14K - $3.79K
|
41
$11.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-116- 9.79% |
$27.6K - $48.9K
|
1.07K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 12.39% |
$23.8K - $42.2K
|
907
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.2K+ 6.9% |
$286K - $506K
|
18.6K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
532New |
$127K - $224K
|
532
$151K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
2.31KNew |
$550K - $975K
|
2.31K
$656K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
684New |
$163K - $288K
|
684
$194K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
515New |
$123K - $217K
|
515
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-23- 2.49% |
$5.47K - $9.7K
|
902
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
322+ 27.93% |
$76.6K - $136K
|
1.48K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.32K+ 12.21% |
$314K - $557K
|
12.1K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
2.54K+ 2.9% |
$605K - $1.07M
|
90.1K
$25.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.31K+ 17.67% |
$550K - $974K
|
15.4K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 4.44% |
$47.6K - $84.3K
|
4.3K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-80- 10.67% |
$19K - $33.7K
|
670
$190K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
59+ 4.92% |
$14K - $24.9K
|
1.26K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.73KNew |
$1.6M - $2.84M
|
6.73K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
77+ 4.88% |
$18.3K - $32.5K
|
1.66K
$470K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.2% |
$23.8K - $42.2K
|
880
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
575New |
$137K - $242K
|
575
$163K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-192- 16.34% |
$45.7K - $80.9K
|
983
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.08% |
$3.33K - $5.9K
|
17.7K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 4.33% |
$59.7K - $106K
|
6.05K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-668- 40.07% |
$159K - $282K
|
999
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1- 0.04% |
$238 - $422
|
2.35K
$666K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$2.55K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
156+ 6.45% |
$37.1K - $65.8K
|
2.57K
$731K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.59K+ 113.77% |
$1.09M - $1.94M
|
8.63K
$2.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
832New |
$198K - $351K
|
832
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
400New |
$95.2K - $169K
|
400
$114K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100+ 6.51% |
$23.8K - $42.2K
|
1.64K
$464K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
577New |
$137K - $243K
|
577
$164K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.18K- 67.53% |
$280K - $495K
|
565
$160K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15K+ 40.81% |
$748K - $1.33M
|
10.9K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.02KNew |
$242K - $428K
|
1.02K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
551New |
$131K - $232K
|
551
$156K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
586New |
$139K - $247K
|
586
$166K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
707New |
$168K - $298K
|
707
$201K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
26+ 0.05% |
$6.19K - $11K
|
49.3K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-217- 5.24% |
$51.6K - $91.5K
|
3.92K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
179+ 1.21% |
$42.6K - $75.5K
|
14.9K
$4.23M
|