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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-70.4K- 26.21% |
$11.4M - $33.3M
|
198K
$80M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-400- 20.0% |
$65.1K - $190K
|
1.6K
$646K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$28.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$32.5K - $94.8K
|
200
$80.8K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
3.13KNew |
$509K - $1.48M
|
3.13K
$1.26M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
767New |
$125K - $363K
|
767
$310K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.03KNew |
$330K - $960K
|
2.03K
$818K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.33KNew |
$379K - $1.1M
|
2.33K
$941K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$32.5K - $94.8K
|
200
$80.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.95K - $5.69K
|
12
$4.85K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$258K - $752K
|
1.59K
$642K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.42K+ 93.5% |
$232K - $674K
|
2.95K
$1.19M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
185New |
$30.1K - $87.7K
|
185
$74.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
330New |
$53.7K - $156K
|
330
$133K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$8.08K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.08KNew |
$176K - $512K
|
1.08K
$436K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274+ 171.25% |
$44.6K - $130K
|
434
$175K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-47.5K- 58.66% |
$7.72M - $22.5M
|
33.5K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
118KNew |
$19.2M - $55.9M
|
118K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-361- 0.09% |
$58.7K - $171K
|
399K
$161M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$185K - $538K
|
1.14K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
PUT |
15KNew |
$2.44M - $7.11M
|
15K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$610K - $1.78M
|
3.75K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.45KNew |
$236K - $688K
|
1.45K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-105- 87.5% |
$17.1K - $49.8K
|
15
$6.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-20K- 11.76% |
$3.25M - $9.48M
|
150K
$60.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-104K- 24.94% |
$16.8M - $49M
|
312K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.89K+ 24.6% |
$307K - $894K
|
9.56K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1.5KNew |
$244K - $711K
|
1.5K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
115+ 7.89% |
$18.7K - $54.5K
|
1.57K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
115KNew |
$18.7M - $54.5M
|
115K
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.02KNew |
$166K - $482K
|
1.02K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
700New |
$114K - $332K
|
700
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
39.8K+ 263.8% |
$6.48M - $18.9M
|
54.9K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24KNew |
$3.9M - $11.4M
|
24K
$9.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.8K- 27.51% |
$4.53M - $13.2M
|
73.3K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
2.94KNew |
$478K - $1.39M
|
2.94K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.62KNew |
$589K - $1.72M
|
3.62K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$244K - $711K
|
1.5K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-35K- 69.65% |
$5.69M - $16.6M
|
15.3K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
69New |
$11.2K - $32.7K
|
69
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
548KNew |
$89.2M - $260M
|
548K
$221M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
166KNew |
$27M - $78.8M
|
166K
$67.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
885New |
$144K - $419K
|
885
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.38K- 39.96% |
$1.36M - $3.97M
|
12.6K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
60KNew |
$9.76M - $28.4M
|
60K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-94.4K- 47.3% |
$15.4M - $44.7M
|
105K
$42.5M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
500New |
$81.3K - $237K
|
500
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.86K- 20.2% |
$303K - $881K
|
7.35K
$2.97M
|