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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-77- 44.77% |
$18.3K - $32.5K
|
95
$27K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-142- 9.99% |
$33.8K - $59.9K
|
1.28K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 1.29% |
$476 - $843
|
157
$44.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150+ 10.0% |
$35.7K - $63.2K
|
1.65K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
300New |
$71.4K - $126K
|
300
$85.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
510New |
$121K - $215K
|
510
$145K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-47- 52.22% |
$11.2K - $19.8K
|
43
$12.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 3.85% |
$27.4K - $48.5K
|
3.1K
$880K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.79K+ 2.6% |
$425K - $753K
|
70.5K
$20M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
47+ 1.9% |
$11.2K - $19.8K
|
2.52K
$715K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
709New |
$169K - $299K
|
709
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 2.91% |
$714 - $1.26K
|
100
$28.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-9- 3.09% |
$2.14K - $3.79K
|
282
$80K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-835- 28.4% |
$199K - $352K
|
2.11K
$597K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.85K- 7.12% |
$917K - $1.62M
|
50.2K
$14.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 1.89% |
$238 - $422
|
52
$14.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-587- 12.39% |
$140K - $247K
|
4.15K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.08K+ 2.94% |
$258K - $457K
|
37.9K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
10KNew |
$2.38M - $4.22M
|
10K
$2.84M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
447+ 27.09% |
$106K - $188K
|
2.1K
$595K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-414- 0.81% |
$98.5K - $175K
|
50.9K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
92.5KNew |
$22M - $39M
|
92.5K
$26.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
779New |
$185K - $328K
|
779
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
39New |
$9.28K - $16.4K
|
39
$11.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
527New |
$125K - $222K
|
527
$150K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.73K- 50.85% |
$888K - $1.57M
|
3.61K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-132- 8.39% |
$31.4K - $55.7K
|
1.44K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
368+ 1.28% |
$87.6K - $155K
|
29.1K
$8.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
600New |
$143K - $253K
|
600
$170K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 21.05% |
$952 - $1.69K
|
23
$6.53K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$238 - $422
|
2.51K
$713K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
283New |
$67.3K - $119K
|
283
$80.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
CALL |
700New |
$167K - $295K
|
700
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.44K+ 16.61% |
$343K - $608K
|
10.1K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$2.14K - $3.79K
|
13
$3.69K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
69+ 86.25% |
$16.4K - $29.1K
|
149
$42.3K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
100+ 11.11% |
$23.8K - $42.2K
|
1K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
141+ 1.8% |
$33.6K - $59.4K
|
7.99K
$2.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 2.12% |
$13.8K - $24.5K
|
2.8K
$794K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.62KNew |
$384K - $681K
|
1.62K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-66- 5.04% |
$15.7K - $27.8K
|
1.24K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
190+ 54.76% |
$45.2K - $80.1K
|
537
$152K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-22- 1.49% |
$5.23K - $9.28K
|
1.45K
$412K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.36KNew |
$324K - $574K
|
1.36K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$5K - $8.85K
|
4.03K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-21- 2.26% |
$5K - $8.85K
|
910
$258K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
619New |
$147K - $261K
|
619
$176K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-56.6K- 5.3% |
$13.5M - $22.4M
|
1.01M
$287M
|
|
|
Sep 09, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
728+ 8.78% |
$174K - $289K
|
9.02K
$2.56M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.18K- 5.8% |
$522K - $866K
|
35.4K
$10.1M
|
|