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
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 3.85% |
$27.4K - $48.5K
|
3.1K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.79K+ 2.6% |
$425K - $753K
|
70.5K
$30.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
47+ 1.9% |
$11.2K - $19.8K
|
2.52K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
709New |
$169K - $299K
|
709
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.04K+ 17.16% |
$246K - $436K
|
7.07K
$3.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 2.91% |
$714 - $1.26K
|
100
$42.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-9- 3.09% |
$2.14K - $3.79K
|
282
$120K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
974+ 15.3% |
$232K - $411K
|
7.34K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-835- 28.4% |
$199K - $352K
|
2.11K
$898K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3.85K- 7.12% |
$917K - $1.62M
|
50.2K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 1.89% |
$238 - $422
|
52
$22.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-587- 12.39% |
$140K - $247K
|
4.15K
$1.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.08K+ 2.94% |
$258K - $457K
|
37.9K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.74K+ 12.0% |
$414K - $733K
|
16.2K
$6.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
10KNew |
$2.38M - $4.22M
|
10K
$4.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.26% |
$2.14K - $3.79K
|
3.54K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
19.2K+ 31.97% |
$4.58M - $8.11M
|
79.4K
$33.9M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
447+ 27.09% |
$106K - $188K
|
2.1K
$894K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-414- 0.81% |
$98.5K - $175K
|
50.9K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
92.5KNew |
$22M - $39M
|
92.5K
$39.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
3.4KNew |
$809K - $1.43M
|
3.4K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
779New |
$185K - $328K
|
779
$332K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
62+ 8.54% |
$14.8K - $26.1K
|
788
$336K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.25K- 9.23% |
$1.49M - $2.63M
|
61.4K
$26.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
39New |
$9.28K - $16.4K
|
39
$16.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
527New |
$125K - $222K
|
527
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.73K- 50.85% |
$888K - $1.57M
|
3.61K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.78K+ 11.13% |
$1.14M - $2.01M
|
47.7K
$20.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
131+ 163.75% |
$31.2K - $55.2K
|
211
$90K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
76+ 5.91% |
$18.1K - $32K
|
1.36K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-132- 8.39% |
$31.4K - $55.7K
|
1.44K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.05K- 77.93% |
$487K - $862K
|
579
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
469+ 28.55% |
$112K - $198K
|
2.11K
$901K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
368+ 1.28% |
$87.6K - $155K
|
29.1K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.94K+ 28.41% |
$2.36M - $4.19M
|
44.9K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
600New |
$143K - $253K
|
600
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.12KNew |
$266K - $471K
|
1.12K
$476K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-722- 9.56% |
$172K - $304K
|
6.83K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 21.05% |
$952 - $1.69K
|
23
$9.81K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$238 - $422
|
2.51K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
283New |
$67.3K - $119K
|
283
$121K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
CALL |
700New |
$167K - $295K
|
700
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.7K+ 75.2% |
$642K - $1.14M
|
6.28K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.44K+ 16.61% |
$343K - $608K
|
10.1K
$4.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$2.14K - $3.79K
|
13
$5.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
69+ 86.25% |
$16.4K - $29.1K
|
149
$63.5K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
100+ 11.11% |
$23.8K - $42.2K
|
1K
$426K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
141+ 1.8% |
$33.6K - $59.4K
|
7.99K
$3.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 2.12% |
$13.8K - $24.5K
|
2.8K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.85K+ 1219.35% |
$1.15M - $2.05M
|
5.25K
$2.24M
|