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 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
284+ 20.37% |
$68K - $113K
|
1.68K
$715K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
278+ 95.86% |
$66.5K - $110K
|
568
$242K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
278+ 6.4% |
$66.5K - $110K
|
4.63K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
276+ 38.93% |
$66K - $109K
|
985
$420K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
263+ 14.03% |
$62.9K - $104K
|
2.14K
$911K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
246+ 13.47% |
$58.9K - $97.5K
|
2.07K
$883K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
245+ 0.85% |
$58.6K - $97.1K
|
29.2K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
243+ 3.5% |
$58.1K - $96.3K
|
7.18K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
242+ 18.64% |
$57.9K - $96K
|
1.54K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
240+ 7.6% |
$57.4K - $95.2K
|
3.4K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
239+ 17.68% |
$57.2K - $94.8K
|
1.59K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
237New |
$56.7K - $94K
|
237
$101K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
227+ 6.76% |
$54.3K - $90K
|
3.59K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
222New |
$53.1K - $88K
|
222
$94.6K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
206+ 1.23% |
$49.3K - $81.7K
|
17K
$7.23M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
204New |
$48.8K - $80.9K
|
204
$87K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
204+ 10.19% |
$48.8K - $80.9K
|
2.21K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
203+ 4.95% |
$48.6K - $80.5K
|
4.3K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
201+ 1.13% |
$48.1K - $79.7K
|
18K
$7.69M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
CALL |
200New |
$47.9K - $79.3K
|
200
$85.3K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 0.26% |
$47.9K - $79.3K
|
77K
$32.8M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
200+ 22.12% |
$47.9K - $79.3K
|
1.1K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$85.3K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$85.3K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
185+ 1.93% |
$44.3K - $73.4K
|
9.79K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
180+ 11.56% |
$43.1K - $71.4K
|
1.74K
$740K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
174New |
$41.6K - $69K
|
174
$74.2K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
170New |
$40.7K - $67.4K
|
170
$72.5K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
168+ 3.29% |
$40.2K - $66.6K
|
5.28K
$2.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
166+ 11.38% |
$39.7K - $65.8K
|
1.63K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 11.41% |
$39.2K - $65K
|
1.6K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
160+ 5.91% |
$38.3K - $63.4K
|
2.87K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
159+ 0.33% |
$38K - $63K
|
47.7K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
155+ 7750.0% |
$37.1K - $61.5K
|
157
$66.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
147+ 3.79% |
$35.2K - $58.3K
|
4.02K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 12.61% |
$33K - $54.7K
|
1.23K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
133+ 21.8% |
$31.8K - $52.7K
|
743
$317K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
131+ 8.83% |
$31.3K - $51.9K
|
1.62K
$688K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
131+ 3.1% |
$31.3K - $51.9K
|
4.36K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
126+ 11.63% |
$30.1K - $50K
|
1.21K
$515K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
123New |
$29.4K - $48.8K
|
123
$52.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
123+ 21.13% |
$29.4K - $48.8K
|
705
$301K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
118+ 22.48% |
$28.2K - $46.8K
|
643
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
116+ 11.19% |
$27.8K - $46K
|
1.15K
$492K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
115+ 6.31% |
$27.5K - $45.6K
|
1.94K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
110+ 1.74% |
$26.3K - $43.6K
|
6.45K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
110+ 12.64% |
$26.3K - $43.6K
|
980
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
110+ 55.0% |
$26.3K - $43.6K
|
310
$132K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
104+ 3.59% |
$24.9K - $41.2K
|
3K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
102New |
$24.4K - $40.4K
|
102
$43.5K
|