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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
CALL |
-100Closed |
$15.2K - $50.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15New |
$2.28K - $7.52K
|
15
$5.94K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-52Closed |
$7.91K - $26.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-188Closed |
$28.6K - $94.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-800Closed |
$122K - $401K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-13Closed |
$1.98K - $6.52K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Axel Capital Management, LLC
|
SELL
|
- |
-14KClosed |
$2.13M - $7.02M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
40New |
$6.09K - $20.1K
|
40
$15.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$3.5K - $11.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11Closed |
$1.67K - $5.51K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-697Closed |
$106K - $349K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-600Closed |
$91.3K - $301K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
810New |
$123K - $406K
|
810
$320K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
22KNew |
$7.03M - $12.3M
|
22K
$8.7M
|
|
|
May 16, 2022
Q1 2022
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
CALL |
-2KClosed |
$639K - $1.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.06KClosed |
$339K - $592K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-937Closed |
$299K - $523K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20New |
$6.39K - $11.2K
|
20
$7.91K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15Closed |
$4.79K - $8.37K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.09KClosed |
$668K - $1.17M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$4.87M - $8.52M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
500New |
$160K - $279K
|
500
$198K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-500Closed |
$160K - $279K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-70Closed |
$22.4K - $39.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4Closed |
$1.28K - $2.23K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.79KClosed |
$890K - $1.55M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1Closed |
$319 - $558
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-743Closed |
$237K - $415K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-612Closed |
$196K - $342K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.61KClosed |
$514K - $898K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$81.7K - $129K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10Closed |
$5.44K - $8.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blackstone Inc
New York, NY |
SELL
|
- |
-100KClosed |
$54.4M - $86M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$2.72K - $4.3K
|
5
$1.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Jetstream Capital LLC
Brentwood, TN |
SELL
|
PUT |
-20KClosed |
$10.9M - $17.2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-3.5KClosed |
$1.91M - $3.01M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quilter PLC
|
SELL
|
- |
-1.12KClosed |
$607K - $959K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5New |
$2.72K - $4.3K
|
5
$1.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-43.9KClosed |
$23.9M - $37.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.94KClosed |
$2.14M - $3.39M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
300+ 16.67% |
$163K - $258K
|
2.1K
$831K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-12Closed |
$6.53K - $10.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hidden Lake Asset Management LP
New York, NY |
SELL
|
PUT |
-8.5KClosed |
$4.63M - $7.31M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
20New |
$10.9K - $17.2K
|
20
$7.91K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-390Closed |
$212K - $335K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-548Closed |
$298K - $471K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41Closed |
$22.3K - $35.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
20New |
$10.9K - $17.2K
|
20
$7.91K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-48Closed |
$26.1K - $41.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-191KClosed |
$104M - $165M
|
0
$0
|
|