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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
996+ 90.71% |
$238K - $395K
|
2.09K
$893K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
968New |
$232K - $384K
|
968
$413K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
965+ 38.52% |
$231K - $383K
|
3.47K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
965+ 116.27% |
$231K - $383K
|
1.8K
$765K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
950New |
$227K - $377K
|
950
$405K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
950New |
$227K - $377K
|
950
$405K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
948New |
$227K - $376K
|
948
$404K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
938New |
$224K - $372K
|
938
$400K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
931New |
$223K - $369K
|
931
$397K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
919+ 57.91% |
$220K - $364K
|
2.51K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
919New |
$220K - $364K
|
919
$392K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
910New |
$218K - $361K
|
910
$388K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
899New |
$215K - $356K
|
899
$383K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
874+ 3.85% |
$209K - $347K
|
23.6K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
873+ 42.88% |
$209K - $346K
|
2.91K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
862+ 86.29% |
$206K - $342K
|
1.86K
$793K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
857New |
$205K - $340K
|
857
$365K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
856New |
$205K - $339K
|
856
$365K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
838New |
$201K - $332K
|
838
$357K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
827New |
$198K - $328K
|
827
$353K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
825+ 22.68% |
$197K - $327K
|
4.46K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
820New |
$196K - $325K
|
820
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
818+ 6.64% |
$196K - $324K
|
13.1K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
817+ 49.94% |
$195K - $324K
|
2.45K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
800+ 26.67% |
$191K - $317K
|
3.8K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
795New |
$190K - $315K
|
795
$339K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
789New |
$189K - $313K
|
789
$336K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
788+ 10.26% |
$189K - $312K
|
8.47K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
781+ 52.56% |
$187K - $310K
|
2.27K
$966K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
776New |
$186K - $308K
|
776
$331K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
770New |
$184K - $305K
|
770
$328K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
765+ 6.51% |
$183K - $303K
|
12.5K
$5.33M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
760+ 10.18% |
$182K - $301K
|
8.22K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
760+ 12.81% |
$182K - $301K
|
6.7K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
756New |
$181K - $300K
|
756
$322K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
750New |
$179K - $297K
|
750
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
750New |
$179K - $297K
|
750
$320K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
749New |
$179K - $297K
|
749
$319K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
737New |
$176K - $292K
|
737
$314K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
734New |
$176K - $291K
|
734
$313K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
730+ 72.28% |
$175K - $289K
|
1.74K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
718+ 14.37% |
$172K - $285K
|
5.72K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
713New |
$171K - $283K
|
713
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
711New |
$170K - $282K
|
711
$303K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
710New |
$170K - $282K
|
710
$303K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
709+ 61.07% |
$170K - $281K
|
1.87K
$797K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
703+ 6.01% |
$168K - $279K
|
12.4K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
693+ 4.57% |
$166K - $275K
|
15.9K
$6.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
675+ 76.7% |
$162K - $268K
|
1.56K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
665+ 1.97% |
$159K - $264K
|
34.5K
$14.7M
|