Latest Institutional Purchases of Microstrategy Inc (MSTR)
This list provides information on the latest institutional transactions involving Microstrategy Inc (MSTR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
135K+ 49.06% |
$22M - $64.2M
|
411K
$138M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
88.5KNew |
$14.4M - $41.9M
|
88.5K
$29.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
71.9K+ 20.96% |
$11.7M - $34.1M
|
415K
$139M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
60KNew |
$9.76M - $28.4M
|
60K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
58.6KNew |
$9.54M - $27.8M
|
58.6K
$19.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
43.7KNew |
$7.11M - $20.7M
|
43.7K
$14.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36.2KNew |
$5.88M - $17.1M
|
36.2K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
17.9K+ 450.13% |
$2.91M - $8.47M
|
21.8K
$7.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
16.5K+ 65.21% |
$2.69M - $7.84M
|
41.9K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
16.4KNew |
$2.67M - $7.78M
|
16.4K
$5.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.1K+ 95.41% |
$2.46M - $7.18M
|
31K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15.1KNew |
$2.46M - $7.17M
|
15.1K
$5.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.5KNew |
$2.36M - $6.86M
|
14.5K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.4KNew |
$2.19M - $6.37M
|
13.4K
$4.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
11.5K+ 334.08% |
$1.87M - $5.44M
|
14.9K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.5K+ 117.53% |
$1.7M - $4.96M
|
19.4K
$6.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.3K+ 322.7% |
$1.67M - $4.86M
|
13.4K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9.88K+ 124.17% |
$1.61M - $4.68M
|
17.8K
$5.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.45K+ 353.48% |
$1.54M - $4.48M
|
12.1K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.44K+ 21.26% |
$1.54M - $4.47M
|
53.8K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.71K+ 85.25% |
$1.25M - $3.65M
|
16.8K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
6.8K+ 31.02% |
$1.11M - $3.22M
|
28.7K
$9.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
6.45KNew |
$1.05M - $3.05M
|
6.45K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.34KNew |
$1.03M - $3M
|
6.34K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.52K+ 44.14% |
$898K - $2.62M
|
18K
$6.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.31KNew |
$864K - $2.52M
|
5.31K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5K+ 100.0% |
$813K - $2.37M
|
10K
$3.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.88KNew |
$794K - $2.31M
|
4.88K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.2K+ 12.5% |
$683K - $1.99M
|
37.8K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.9K+ 115.25% |
$634K - $1.85M
|
7.28K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 69.75% |
$584K - $1.7M
|
8.74K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.59K+ 285.28% |
$583K - $1.7M
|
4.84K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 32.62% |
$537K - $1.57M
|
13.4K
$4.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
PUT |
3.3KNew |
$537K - $1.56M
|
3.3K
$1.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.26K+ 28.93% |
$530K - $1.54M
|
14.5K
$4.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.17KNew |
$515K - $1.5M
|
3.17K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$511K - $1.49M
|
3.14K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.11KNew |
$506K - $1.47M
|
3.11K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.11KNew |
$506K - $1.47M
|
3.11K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$504K - $1.47M
|
3.1K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.98KNew |
$484K - $1.41M
|
2.98K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.98KNew |
$484K - $1.41M
|
2.98K
$999K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.85KNew |
$464K - $1.35M
|
2.85K
$959K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.78KNew |
$452K - $1.32M
|
2.78K
$934K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.66K+ 8593.55% |
$433K - $1.26M
|
2.7K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.6KNew |
$423K - $1.23M
|
2.6K
$873K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2.51K+ 4828.85% |
$409K - $1.19M
|
2.56K
$861K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.51K+ 65.8% |
$408K - $1.19M
|
6.32K
$2.12M
|