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 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-1.14K- 24.99% |
$273K - $452K
|
3.42K
$970K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6- 0.46% |
$1.44K - $2.38K
|
1.31K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
110+ 12.64% |
$26.3K - $43.6K
|
980
$278K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$228K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$56.8K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$239 - $397
|
1
$284
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.17KNew |
$280K - $464K
|
1.17K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
CALL |
2.6KNew |
$622K - $1.03M
|
2.6K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$56.8K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 4.7% |
$9.57K - $15.9K
|
891
$253K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
789New |
$189K - $313K
|
789
$224K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$12K - $19.8K
|
5.5K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35+ 50.0% |
$8.37K - $13.9K
|
105
$29.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 15.4% |
$19.9K - $32.9K
|
622
$177K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$3.41K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16New |
$3.83K - $6.34K
|
16
$4.54K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
35.9KNew |
$8.6M - $14.3M
|
35.9K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$479 - $793
|
2
$568
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29+ 50.0% |
$6.94K - $11.5K
|
87
$24.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1New |
$239 - $397
|
1
$284
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.14K- 73.61% |
$752K - $1.25M
|
1.13K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
770New |
$184K - $305K
|
770
$219K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-79- 7.05% |
$18.9K - $31.3K
|
1.04K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.43KNew |
$342K - $567K
|
1.43K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
47.9KNew |
$11.4M - $19M
|
47.9K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
110+ 55.0% |
$26.3K - $43.6K
|
310
$88K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-12- 1.35% |
$2.87K - $4.76K
|
879
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 8.18% |
$18.7K - $30.9K
|
875
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
356+ 28.48% |
$85.2K - $141K
|
1.61K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 9.09% |
$1.2K - $1.98K
|
50
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
155+ 7750.0% |
$37.1K - $61.5K
|
157
$44.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14+ 58.33% |
$3.35K - $5.55K
|
38
$10.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 18.87% |
$2.39K - $3.97K
|
63
$17.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
508+ 55.82% |
$122K - $201K
|
1.42K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 50.0% |
$3.83K - $6.34K
|
16
$4.54K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$1.99K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
102New |
$24.4K - $40.4K
|
102
$29K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 4.0% |
$957 - $1.59K
|
104
$29.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-85- 87.63% |
$20.3K - $33.7K
|
12
$3.41K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
8.78KNew |
$2.1M - $3.48M
|
8.78K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
47+ 6.12% |
$11.2K - $18.6K
|
815
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.4K+ 318.41% |
$575K - $953K
|
3.16K
$897K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.51% |
$479 - $793
|
392
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$7.18K - $11.9K
|
30
$8.52K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-172- 44.44% |
$41.2K - $68.2K
|
215
$61K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-441- 9.53% |
$106K - $175K
|
4.19K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
50+ 147.06% |
$12K - $19.8K
|
84
$23.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 80.0% |
$95.7K - $159K
|
100
$28.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
222New |
$53.1K - $88K
|
222
$63K
|