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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.17KNew |
$515K - $1.5M
|
3.17K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.12KNew |
$508K - $1.48M
|
3.12K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Para Fi Capital LP
New York, NY |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
CALL |
3KNew |
$488K - $1.42M
|
3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
3KNew |
$488K - $1.42M
|
3K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.98KNew |
$484K - $1.41M
|
2.98K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
2.94KNew |
$478K - $1.39M
|
2.94K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$456K - $1.33M
|
2.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
2.61KNew |
$425K - $1.24M
|
2.61K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.6KNew |
$423K - $1.23M
|
2.6K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.58KNew |
$420K - $1.22M
|
2.58K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
2.55KNew |
$415K - $1.21M
|
2.55K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
PUT |
2.5KNew |
$407K - $1.18M
|
2.5K
$1.07M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.33KNew |
$379K - $1.1M
|
2.33K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.3KNew |
$375K - $1.09M
|
2.3K
$982K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.2KNew |
$357K - $1.04M
|
2.2K
$937K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.03KNew |
$330K - $960K
|
2.03K
$864K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
PUT |
2KNew |
$325K - $948K
|
2K
$853K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2KNew |
$325K - $948K
|
2K
$853K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.91KNew |
$310K - $903K
|
1.91K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
PUT |
1.9KNew |
$309K - $900K
|
1.9K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.89K+ 24.6% |
$307K - $894K
|
9.56K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.69KNew |
$275K - $802K
|
1.69K
$722K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.62KNew |
$263K - $765K
|
1.62K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.61KNew |
$261K - $760K
|
1.61K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.6KNew |
$259K - $756K
|
1.6K
$680K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.5KNew |
$245K - $712K
|
1.5K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1.5KNew |
$244K - $711K
|
1.5K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$244K - $711K
|
1.5K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.48K+ 37.81% |
$240K - $699K
|
5.38K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.45K+ 31.51% |
$236K - $688K
|
6.06K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.45KNew |
$236K - $688K
|
1.45K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.45KNew |
$236K - $687K
|
1.45K
$618K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.42K+ 93.5% |
$232K - $674K
|
2.95K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.35KNew |
$219K - $638K
|
1.35K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.22KNew |
$199K - $579K
|
1.22K
$520K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$197K - $574K
|
1.21K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.2KNew |
$195K - $569K
|
1.2K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$185K - $538K
|
1.14K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.12K+ 54.75% |
$182K - $529K
|
3.16K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.08KNew |
$176K - $512K
|
1.08K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.02KNew |
$166K - $484K
|
1.02K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.02KNew |
$166K - $482K
|
1.02K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.01KNew |
$165K - $480K
|
1.01K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.01KNew |
$164K - $479K
|
1.01K
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1KNew |
$163K - $475K
|
1K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1KNew |
$163K - $474K
|
1K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
1KNew |
$163K - $474K
|
1K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
992New |
$161K - $470K
|
992
$423K
|