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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.29KNew |
$309K - $511K
|
1.29K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
307New |
$73.5K - $122K
|
307
$87.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 2.38% |
$7.18K - $11.9K
|
1.29K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 12.39% |
$13.6K - $22.6K
|
403
$114K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
750New |
$179K - $297K
|
750
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-839- 31.76% |
$201K - $333K
|
1.8K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.7KNew |
$4.47M - $7.41M
|
18.7K
$5.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-100- 5.71% |
$23.9K - $39.7K
|
1.65K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
243+ 3.5% |
$58.1K - $96.3K
|
7.18K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 4.62% |
$3.59K - $5.95K
|
310
$88K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.96KNew |
$709K - $1.17M
|
2.96K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 87.5% |
$3.35K - $5.55K
|
2
$568
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$1.42K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 4.16% |
$479K - $793K
|
50.1K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
100New |
$23.9K - $39.7K
|
100
$28.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-286K- 82.9% |
$68.4M - $113M
|
59K
$16.7M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 83.33% |
$5.98K - $9.91K
|
55
$15.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$239K - $397K
|
1K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67+ 40.85% |
$16K - $26.6K
|
231
$65.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
820New |
$196K - $325K
|
820
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.79% |
$3.35K - $5.55K
|
1.75K
$497K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
776New |
$186K - $308K
|
776
$220K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 43.48% |
$2.39K - $3.97K
|
33
$9.37K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
75+ 6.76% |
$17.9K - $29.7K
|
1.19K
$336K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
204+ 10.19% |
$48.8K - $80.9K
|
2.21K
$626K
|
|
| Q4 2024 | |||||||
|
Sep 25, 2025
Q4 2024
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
750New |
$122K - $355K
|
750
$213K
|
|
|
Sep 04, 2025
Q4 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
3+ 0.14% |
$488 - $1.42K
|
2.17K
$615K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-322- 8.59% |
$52.4K - $153K
|
3.43K
$973K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 16.26% |
$187K - $546K
|
5.94K
$1.68M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.91KNew |
$310K - $903K
|
1.91K
$541K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-400- 20.0% |
$65.1K - $190K
|
1.6K
$454K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$19.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
200New |
$32.5K - $94.8K
|
200
$56.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.03KNew |
$330K - $960K
|
2.03K
$575K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.33KNew |
$379K - $1.1M
|
2.33K
$661K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$32.5K - $94.8K
|
200
$56.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.95K - $5.69K
|
12
$3.41K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
330New |
$53.7K - $156K
|
330
$93.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
20New |
$3.25K - $9.48K
|
20
$5.68K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274+ 171.25% |
$44.6K - $130K
|
434
$123K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-361- 0.09% |
$58.7K - $171K
|
399K
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
PUT |
15KNew |
$2.44M - $7.11M
|
15K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$610K - $1.78M
|
3.75K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-105- 87.5% |
$17.1K - $49.8K
|
15
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-20K- 11.76% |
$3.25M - $9.48M
|
150K
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.89K+ 24.6% |
$307K - $894K
|
9.56K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1.5KNew |
$244K - $711K
|
1.5K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
115KNew |
$18.7M - $54.5M
|
115K
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
700New |
$114K - $332K
|
700
$199K
|
|