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 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35+ 50.0% |
$8.37K - $13.9K
|
105
$44.8K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
34New |
$8.14K - $13.5K
|
34
$14.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 2.11% |
$7.9K - $13.1K
|
1.6K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 1.21% |
$7.18K - $11.9K
|
2.51K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$7.18K - $11.9K
|
30
$12.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 2.38% |
$7.18K - $11.9K
|
1.29K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
29+ 5.56% |
$6.94K - $11.5K
|
551
$235K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
29+ 47.54% |
$6.94K - $11.5K
|
90
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29+ 50.0% |
$6.94K - $11.5K
|
87
$37.1K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 12.02% |
$6.7K - $11.1K
|
261
$111K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 2.02% |
$6.46K - $10.7K
|
1.36K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
25+ 1.88% |
$5.98K - $9.91K
|
1.36K
$578K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 83.33% |
$5.98K - $9.91K
|
55
$23.5K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24New |
$5.74K - $9.52K
|
24
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
22+ 0.39% |
$5.26K - $8.72K
|
5.61K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19+ 35.85% |
$4.55K - $7.53K
|
72
$30.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.6% |
$4.55K - $7.53K
|
3.18K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18+ 2.42% |
$4.31K - $7.14K
|
761
$324K
|
|
|
May 15, 2025
Q1 2025
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
17+ 1.24% |
$4.07K - $6.74K
|
1.39K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16New |
$3.83K - $6.34K
|
16
$6.82K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
15+ 0.93% |
$3.59K - $5.95K
|
1.63K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 20.55% |
$3.59K - $5.95K
|
88
$37.5K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
14New |
$3.35K - $5.55K
|
14
$5.97K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$3.35K - $5.55K
|
14
$5.97K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14+ 58.33% |
$3.35K - $5.55K
|
38
$16.2K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 10.83% |
$3.11K - $5.15K
|
133
$56.7K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 38.71% |
$2.87K - $4.76K
|
43
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12+ 1.51% |
$2.87K - $4.76K
|
806
$344K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$5.12K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$5.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.07% |
$2.87K - $4.76K
|
1.13K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
10+ 1.43% |
$2.39K - $3.97K
|
710
$303K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
10+ 0.21% |
$2.39K - $3.97K
|
4.87K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 27.03% |
$2.39K - $3.97K
|
47
$20K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 18.87% |
$2.39K - $3.97K
|
63
$26.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 26.32% |
$2.39K - $3.97K
|
48
$20.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 43.48% |
$2.39K - $3.97K
|
33
$14.1K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9New |
$2.15K - $3.57K
|
9
$3.84K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.96% |
$2.15K - $3.57K
|
945
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 52.94% |
$2.15K - $3.57K
|
26
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$2.98K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$2.98K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6New |
$1.44K - $2.38K
|
6
$2.56K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 5.56% |
$1.44K - $2.38K
|
114
$48.6K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5+ 0.09% |
$1.2K - $1.98K
|
5.77K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$2.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$2.13K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 1.33% |
$1.2K - $1.98K
|
380
$162K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 100.0% |
$957 - $1.59K
|
8
$3.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.53% |
$957 - $1.59K
|
266
$113K
|