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 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
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 10.99% |
$23.9K - $39.7K
|
1.01K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
CALL |
100New |
$23.9K - $39.7K
|
100
$42.6K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 33.33% |
$23.9K - $39.7K
|
400
$171K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 1.69% |
$23.9K - $39.7K
|
6.03K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
100New |
$23.9K - $39.7K
|
100
$42.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
97+ 9.56% |
$23.2K - $38.5K
|
1.11K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
95+ 10.03% |
$22.7K - $37.7K
|
1.04K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
94+ 11.82% |
$22.5K - $37.3K
|
889
$379K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 9.27% |
$22.5K - $37.3K
|
1.11K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
90+ 9.89% |
$21.5K - $35.7K
|
1K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
89New |
$21.3K - $35.3K
|
89
$37.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
89+ 189.36% |
$21.3K - $35.3K
|
136
$58K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 15.4% |
$19.9K - $32.9K
|
622
$265K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 4.03% |
$17.9K - $29.7K
|
1.93K
$825K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
75+ 6.76% |
$17.9K - $29.7K
|
1.19K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67+ 40.85% |
$16K - $26.6K
|
231
$98.5K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 3.17% |
$15.6K - $25.8K
|
2.12K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
65+ 2.12% |
$15.6K - $25.8K
|
3.13K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
65+ 0.29% |
$15.6K - $25.8K
|
22.3K
$9.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.05% |
$15.3K - $25.4K
|
6.16K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
62+ 476.92% |
$14.8K - $24.6K
|
75
$32K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
59+ 2950.0% |
$14.1K - $23.4K
|
61
$26K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
57+ 15.08% |
$13.6K - $22.6K
|
435
$185K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
53+ 46.9% |
$12.7K - $21K
|
166
$70.8K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 3.31% |
$12.4K - $20.6K
|
1.62K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 0.49% |
$12.2K - $20.2K
|
10.4K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$12K - $19.8K
|
50
$21.3K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
50+ 147.06% |
$12K - $19.8K
|
84
$35.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
49New |
$11.7K - $19.4K
|
49
$20.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
47+ 6.12% |
$11.2K - $18.6K
|
815
$348K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
46+ 2.4% |
$11K - $18.2K
|
1.97K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
46+ 2.78% |
$11K - $18.2K
|
1.7K
$725K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
46+ 2.3% |
$11K - $18.2K
|
2.05K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
43+ 0.8% |
$10.3K - $17K
|
5.44K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42+ 7.64% |
$10K - $16.7K
|
592
$252K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41+ 5.3% |
$9.81K - $16.3K
|
815
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
41+ 0.93% |
$9.81K - $16.3K
|
4.43K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 4.7% |
$9.57K - $15.9K
|
891
$380K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
40+ 1.99% |
$9.57K - $15.9K
|
2.06K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 1.91% |
$8.85K - $14.7K
|
1.98K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 37.23% |
$8.37K - $13.9K
|
129
$55K
|