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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
190New |
$21.7K - $342K
|
190
$69.7K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
189+ 900.0% |
$21.6K - $340K
|
210
$77.1K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180+ 900.0% |
$20.6K - $324K
|
200
$73.4K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
180+ 750.0% |
$20.6K - $324K
|
204
$74.9K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
180+ 900.0% |
$20.6K - $324K
|
200
$73.4K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
162New |
$18.5K - $292K
|
162
$59.5K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
159+ 36.89% |
$18.2K - $286K
|
590
$217K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
159+ 1445.45% |
$18.2K - $286K
|
170
$62.4K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 900.0% |
$17.5K - $275K
|
170
$62.4K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
145+ 2900.0% |
$16.6K - $261K
|
150
$55.1K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
144+ 900.0% |
$16.5K - $259K
|
160
$58.7K
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
144+ 900.0% |
$16.5K - $259K
|
160
$58.7K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 900.0% |
$15.4K - $243K
|
150
$55.1K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
135+ 3.28% |
$15.4K - $243K
|
4.25K
$1.56M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 1109.09% |
$13.9K - $220K
|
133
$48.8K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120New |
$13.7K - $216K
|
120
$44K
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
120+ 857.14% |
$13.7K - $216K
|
134
$49.2K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
117+ 900.0% |
$13.4K - $211K
|
130
$47.7K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
117+ 900.0% |
$13.4K - $211K
|
130
$47.7K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100New |
$11.4K - $180K
|
100
$36.7K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
99+ 1414.29% |
$11.3K - $178K
|
106
$38.9K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$36.7K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$36.7K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89+ 809.09% |
$10.2K - $160K
|
100
$36.7K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$33K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$33K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
76+ 950.0% |
$8.69K - $137K
|
84
$30.8K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 900.0% |
$8.23K - $130K
|
80
$29.4K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$7.77K - $122K
|
68
$25K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
59New |
$6.74K - $106K
|
59
$21.7K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 950.0% |
$6.52K - $103K
|
63
$23.1K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54New |
$6.17K - $97.2K
|
54
$19.8K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
52New |
$5.94K - $93.6K
|
52
$19.1K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 766.67% |
$5.26K - $82.8K
|
52
$19.1K
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$18.4K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$18.4K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$18.4K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 1900.0% |
$4.34K - $68.4K
|
40
$14.7K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 900.0% |
$4.11K - $64.8K
|
40
$14.7K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36+ 900.0% |
$4.11K - $64.8K
|
40
$14.7K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
32New |
$3.66K - $57.6K
|
32
$11.7K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30+ 750.0% |
$3.43K - $54K
|
34
$12.5K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26New |
$2.97K - $46.8K
|
26
$9.54K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 500.0% |
$2.86K - $45K
|
30
$11K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 1050.0% |
$2.4K - $37.8K
|
23
$8.44K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
20New |
$2.29K - $36K
|
20
$7.34K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 950.0% |
$2.17K - $34.2K
|
21
$7.71K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18New |
$2.06K - $32.4K
|
18
$6.61K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$2.06K - $32.4K
|
18
$6.61K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18+ 900.0% |
$2.06K - $32.4K
|
20
$7.34K
|