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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.09KNew |
$261K - $433K
|
1.09K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.54M- 93.18% |
$609M - $1.01B
|
186K
$75.2M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-2.62M- 97.22% |
$628M - $1.04B
|
75K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
709+ 61.07% |
$170K - $281K
|
1.87K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 78.98% |
$437K - $724K
|
4.14K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 150.0% |
$718 - $1.19K
|
5
$2.02K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.72K+ 26.75% |
$889K - $1.47M
|
17.6K
$7.11M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-538- 4.07% |
$129K - $213K
|
12.7K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.37K+ 41.26% |
$2.24M - $3.72M
|
32.1K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
3.16K+ 11.81% |
$757K - $1.25M
|
29.9K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
24.5K+ 92.01% |
$5.86M - $9.7M
|
51.1K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
203+ 4.95% |
$48.6K - $80.5K
|
4.3K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-650- 10.16% |
$156K - $258K
|
5.75K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
PUT |
73.7K+ 23.19% |
$17.6M - $29.2M
|
392K
$158M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-358- 25.26% |
$85.7K - $142K
|
1.06K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.01K- 16.33% |
$482K - $799K
|
10.3K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-416K- 98.86% |
$99.6M - $165M
|
4.81K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
284+ 20.37% |
$68K - $113K
|
1.68K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.9K+ 35.86% |
$23.2M - $38.4M
|
367K
$148M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
17.6K+ 704.0% |
$4.21M - $6.98M
|
20.1K
$8.12M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
910New |
$218K - $361K
|
910
$368K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
9.32K+ 13.86% |
$2.23M - $3.7M
|
76.6K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
15+ 0.93% |
$3.59K - $5.95K
|
1.63K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 48.84% |
$10K - $16.7K
|
44
$17.8K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
94+ 11.82% |
$22.5K - $37.3K
|
889
$359K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
363+ 13.44% |
$86.9K - $144K
|
3.06K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
46.7K+ 373.98% |
$11.2M - $18.5M
|
59.2K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
495+ 43.16% |
$118K - $196K
|
1.64K
$663K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-267- 2.85% |
$63.9K - $106K
|
9.12K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.54K+ 14.51% |
$848K - $1.4M
|
28K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.09M+ 35.71% |
$260M - $431M
|
4.14M
$1.67B
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-2.3K- 7.62% |
$550K - $912K
|
27.9K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.17K- 14.66% |
$519K - $861K
|
12.6K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.79K+ 86.31% |
$1.62M - $2.69M
|
14.7K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
665+ 1.97% |
$159K - $264K
|
34.5K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 33.33% |
$23.9K - $39.7K
|
400
$162K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.81K+ 30.16% |
$673K - $1.12M
|
12.1K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-6.44K- 90.21% |
$1.54M - $2.55M
|
699
$282K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.22K+ 28.98% |
$532K - $881K
|
9.89K
$4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
245+ 0.85% |
$58.6K - $97.1K
|
29.2K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12.4K+ 31.79% |
$2.96M - $4.9M
|
51.3K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.64KNew |
$870K - $1.44M
|
3.64K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
92.5K+ 34.93% |
$22.1M - $36.7M
|
357K
$144M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
620+ 27.05% |
$148K - $246K
|
2.91K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 40.27% |
$2.71M - $4.5M
|
39.5K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.82KNew |
$1.63M - $2.7M
|
6.82K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
296New |
$70.8K - $117K
|
296
$120K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
104+ 3.59% |
$24.9K - $41.2K
|
3K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.94K- 2.09% |
$465K - $770K
|
90.8K
$36.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
507+ 7.99% |
$121K - $201K
|
6.85K
$2.77M
|