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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-5.1K- 65.38% |
$830K - $2.42M
|
2.7K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1KNew |
$163K - $475K
|
1K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85+ 14.66% |
$13.8K - $40.3K
|
665
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
489+ 19.59% |
$79.6K - $232K
|
2.99K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1KNew |
$163K - $474K
|
1K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
833New |
$136K - $395K
|
833
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
124+ 258.33% |
$20.2K - $58.8K
|
172
$69.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
10+ 25.0% |
$1.63K - $4.74K
|
50
$20.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 62.38% |
$21.3K - $62.1K
|
341
$138K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-300- 75.0% |
$48.8K - $142K
|
100
$40.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$12.2K - $35.5K
|
75
$30.3K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 4.12% |
$1.14K - $3.32K
|
177
$71.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15New |
$2.44K - $7.11K
|
15
$6.06K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
190New |
$30.9K - $90K
|
190
$76.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.03KNew |
$167K - $487K
|
1.03K
$415K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
672New |
$109K - $318K
|
672
$271K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
250New |
$40.7K - $118K
|
250
$101K
|
|
| Q3 2024 | |||||||
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
CALL |
3KNew |
$343K - $5.4M
|
3K
$1.21M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
279+ 900.0% |
$31.9K - $502K
|
310
$125K
|
|
|
Feb 12, 2025
Q3 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
14.4K+ 1519.85% |
$1.65M - $25.9M
|
15.3K
$6.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54New |
$6.17K - $97.2K
|
54
$21.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
65.8K+ 767.1% |
$7.52M - $118M
|
74.4K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
131KNew |
$14.9M - $235M
|
131K
$52.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
1.25K+ 1022.95% |
$143K - $2.25M
|
1.37K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
800+ 200.0% |
$91.4K - $1.44M
|
1.2K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
119KNew |
$13.5M - $213M
|
119K
$47.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
PUT |
198K+ 900.0% |
$22.6M - $356M
|
220K
$88.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
99K+ 900.0% |
$11.3M - $178M
|
110K
$44.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.26K+ 835.44% |
$830K - $13.1M
|
8.13K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
513New |
$58.6K - $923K
|
513
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
24.8K+ 364.71% |
$2.83M - $44.6M
|
31.6K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
6.58KNew |
$752K - $11.8M
|
6.58K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.11K+ 86.39% |
$355K - $5.6M
|
6.71K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
11K+ 122.22% |
$1.26M - $19.8M
|
20K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.42K+ 501.17% |
$391K - $6.15M
|
4.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
CALL |
34KNew |
$3.89M - $61.2M
|
34K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.5KNew |
$629K - $9.91M
|
5.5K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.21KNew |
$138K - $2.18M
|
1.21K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
19.4K+ 900.0% |
$2.22M - $34.9M
|
21.5K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.58KNew |
$295K - $4.65M
|
2.58K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.93KNew |
$221K - $3.48M
|
1.93K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$20.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
8.95K+ 900.0% |
$1.02M - $16.1M
|
9.94K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.24KNew |
$142K - $2.24M
|
1.24K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
3KNew |
$343K - $5.4M
|
3K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
723K+ 823.92% |
$82.7M - $1.3B
|
811K
$328M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
77.2K+ 7716200.0% |
$8.82M - $139M
|
77.2K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
1.29M+ 1207.78% |
$147M - $2.32B
|
1.4M
$564M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.79K+ 874.63% |
$205K - $3.23M
|
2K
$807K
|
|