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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
141+ 1.8% |
$33.6K - $59.4K
|
7.99K
$3.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
131+ 163.75% |
$31.2K - $55.2K
|
211
$89.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
130+ 16.25% |
$30.9K - $54.8K
|
930
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
126New |
$30K - $53.1K
|
126
$53.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 3.85% |
$27.4K - $48.5K
|
3.1K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
100+ 11.11% |
$23.8K - $42.2K
|
1K
$426K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
90New |
$21.4K - $37.9K
|
90
$38.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
87New |
$20.7K - $36.7K
|
87
$37.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
77+ 4.88% |
$18.3K - $32.5K
|
1.66K
$705K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
76+ 5.91% |
$18.1K - $32K
|
1.36K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 2.41% |
$17.1K - $30.4K
|
3.06K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
69+ 86.25% |
$16.4K - $29.1K
|
149
$63.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
62+ 8.54% |
$14.8K - $26.1K
|
788
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 81.33% |
$14.5K - $25.7K
|
136
$58K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 34.09% |
$14.3K - $25.3K
|
236
$101K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
59+ 4.92% |
$14K - $24.9K
|
1.26K
$537K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 2.12% |
$13.8K - $24.5K
|
2.8K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
57+ 5.62% |
$13.6K - $24K
|
1.07K
$457K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
47+ 1.9% |
$11.2K - $19.8K
|
2.52K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 0.76% |
$9.28K - $16.4K
|
5.18K
$2.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
39New |
$9.28K - $16.4K
|
39
$16.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 1066.67% |
$7.61K - $13.5K
|
35
$14.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
32+ 0.88% |
$7.61K - $13.5K
|
3.66K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30+ 1.2% |
$7.14K - $12.6K
|
2.54K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 25.81% |
$5.71K - $10.1K
|
117
$49.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
22+ 1.72% |
$5.23K - $9.28K
|
1.3K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21New |
$5K - $8.85K
|
21
$8.95K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$5K - $8.85K
|
4.03K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.08% |
$3.33K - $5.9K
|
17.7K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
11+ 157.14% |
$2.62K - $4.64K
|
18
$7.67K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 23.4% |
$2.62K - $4.64K
|
58
$24.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
10+ 0.67% |
$2.38K - $4.22K
|
1.51K
$644K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.41% |
$2.38K - $4.22K
|
2.48K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$3.84K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.26% |
$2.14K - $3.79K
|
3.54K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$2.14K - $3.79K
|
13
$5.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$1.9K - $3.37K
|
8
$3.41K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.77% |
$1.9K - $3.37K
|
1.04K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6New |
$1.43K - $2.53K
|
6
$2.56K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 40.0% |
$1.43K - $2.53K
|
21
$8.95K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 21.05% |
$952 - $1.69K
|
23
$9.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.37% |
$714 - $1.26K
|
807
$344K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3+ 0.16% |
$714 - $1.26K
|
1.89K
$807K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.19% |
$714 - $1.26K
|
1.59K
$678K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2+ 0.17% |
$476 - $843
|
1.2K
$512K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.18% |
$476 - $843
|
1.11K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$476 - $843
|
2
$853
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 1.29% |
$476 - $843
|
157
$66.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 100.0% |
$238 - $422
|
2
$853
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 25.0% |
$238 - $422
|
5
$2.13K
|