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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.74K+ 272.51% |
$313K - $4.93M
|
3.74K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.46K+ 813.91% |
$281K - $4.42M
|
2.76K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
76.3KNew |
$8.72M - $137M
|
76.3K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.24K+ 757.67% |
$141K - $2.22M
|
1.4K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.51M+ 990.64% |
$287M - $4.52B
|
2.77M
$942M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
53.8K+ 937.83% |
$6.15M - $96.8M
|
59.5K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.77KNew |
$202K - $3.19M
|
1.77K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.28K+ 1044.95% |
$260K - $4.1M
|
2.5K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.22KNew |
$597K - $9.4M
|
5.22K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.23KNew |
$141K - $2.21M
|
1.23K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.47KNew |
$282K - $4.44M
|
2.47K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20.7K+ 984.27% |
$2.36M - $37.2M
|
22.7K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.5K+ 1158.33% |
$286K - $4.5M
|
2.72K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 350.0% |
$800 - $12.6K
|
9
$3.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
66.1K+ 661300.0% |
$7.56M - $119M
|
66.1K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
317K+ 763.75% |
$36.2M - $570M
|
358K
$122M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
27.7K+ 1860.79% |
$3.16M - $49.8M
|
29.2K
$9.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.26KNew |
$259K - $4.07M
|
2.26K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
14.2KNew |
$1.62M - $25.5M
|
14.2K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.17KNew |
$705K - $11.1M
|
6.17K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$7.77K - $122K
|
68
$23.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.41K+ 852.5% |
$390K - $6.14M
|
3.81K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18New |
$2.06K - $32.4K
|
18
$6.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 900.0% |
$8.23K - $130K
|
80
$27.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
27.6K+ 3515.67% |
$3.15M - $49.7M
|
28.4K
$9.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.33KNew |
$152K - $2.39M
|
1.33K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
40.9K+ 944.4% |
$4.67M - $73.6M
|
45.2K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.27K+ 1058.66% |
$831K - $13.1M
|
7.96K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2KNew |
$229K - $3.6M
|
2K
$681K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.96K+ 813.56% |
$1.14M - $17.9M
|
11.2K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.7K+ 1087.21% |
$651K - $10.3M
|
6.22K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
60K+ 145.89% |
$6.86M - $108M
|
101K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23.7K+ 13262.01% |
$2.71M - $42.7M
|
23.9K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
159+ 36.89% |
$18.2K - $286K
|
590
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.74KNew |
$542K - $8.54M
|
4.74K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
168K+ 904.41% |
$19.2M - $302M
|
186K
$63.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.23KNew |
$141K - $2.21M
|
1.23K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$5.72M - $90M
|
50K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
16.3K+ 1013.14% |
$1.86M - $29.3M
|
17.9K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
26.5KNew |
$3.03M - $47.7M
|
26.5K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.36KNew |
$155K - $2.45M
|
1.36K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.66K+ 2051.85% |
$190K - $2.99M
|
1.74K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
32.2K+ 1006.76% |
$3.68M - $57.9M
|
35.4K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
65.3K+ 1748.57% |
$7.46M - $118M
|
69K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
2.8K+ 1400.0% |
$320K - $5.04M
|
3K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.91K+ 1565.57% |
$218K - $3.44M
|
2.03K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13K+ 897.79% |
$1.49M - $23.4M
|
14.5K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.99K+ 898.65% |
$685K - $10.8M
|
6.66K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
32New |
$3.66K - $57.6K
|
32
$10.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9K+ 1234.66% |
$4.22M - $66.4M
|
39.9K
$13.6M
|