Latest Institutional Sells of Microstrategy Inc (MSTR)
This list provides information on the latest institutional transactions involving Microstrategy Inc (MSTR) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 11.76% |
$290 - $597
|
15
$5.11K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-33- 6.4% |
$4.51K - $9.24K
|
483
$165K
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5Closed |
$683 - $1.4K
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 7.69% |
$410 - $840
|
36
$12.3K
|
|
Q3 2022 | |||||||
Oct 19, 2022
Q3 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-18K- 78.26% |
$3M - $6.35M
|
5K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.54K- 82.4% |
$924K - $1.96M
|
1.18K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
SELL
|
PUT |
-4.5K- 52.94% |
$750K - $1.59M
|
4K
$1.36M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.54K- 24.25% |
$423K - $895K
|
7.93K
$2.7M
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-300- 37.97% |
$50K - $106K
|
490
$167K
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-50Closed |
$8.34K - $17.6K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Axel Capital Management, LLC
|
SELL
|
- |
-14KClosed |
$2.13M - $7.02M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 7.74% |
$365K - $1.2M
|
28.6K
$9.75M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.29K- 7.6% |
$349K - $1.15M
|
27.9K
$9.5M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.22KClosed |
$186K - $612K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.19KClosed |
$180K - $594K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
CALL |
-1KClosed |
$152K - $501K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-800Closed |
$122K - $401K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-697Closed |
$106K - $349K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-600Closed |
$91.3K - $301K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-564Closed |
$85.8K - $283K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509Closed |
$77.4K - $255K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-501Closed |
$76.2K - $251K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
PUT |
-500- 21.74% |
$76.1K - $251K
|
1.8K
$613K
|
|
Aug 15, 2022
Q2 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-434Closed |
$66K - $218K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-300- 10.0% |
$45.6K - $150K
|
2.7K
$920K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-188Closed |
$28.6K - $94.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
CALL |
-100Closed |
$15.2K - $50.1K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-52Closed |
$7.91K - $26.1K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-28- 2.2% |
$4.26K - $14K
|
1.25K
$424K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-27Closed |
$4.11K - $13.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$3.5K - $11.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18Closed |
$2.74K - $9.02K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-13Closed |
$1.98K - $6.52K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11Closed |
$1.67K - $5.51K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$4.87M - $8.52M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.79KClosed |
$890K - $1.55M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-2.09KClosed |
$668K - $1.17M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
CALL |
-2KClosed |
$639K - $1.12M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-1.61KClosed |
$514K - $898K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.06KClosed |
$339K - $592K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-937Closed |
$299K - $523K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-743Closed |
$237K - $415K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-742Closed |
$237K - $414K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-612Closed |
$196K - $342K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-500Closed |
$160K - $279K
|
0
$0
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-183- 86.32% |
$58.5K - $102K
|
29
$9.88K
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-70Closed |
$22.4K - $39.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-16Closed |
$5.11K - $8.93K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15Closed |
$4.79K - $8.37K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4Closed |
$1.28K - $2.23K
|
0
$0
|