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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 80.0% |
$95.7K - $159K
|
100
$42.6K
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-378- 2.48% |
$90.4K - $150K
|
14.8K
$6.33M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-362- 32.26% |
$86.6K - $144K
|
760
$324K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-358- 25.26% |
$85.7K - $142K
|
1.06K
$452K
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-327- 20.1% |
$78.2K - $130K
|
1.3K
$554K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-314- 11.84% |
$75.1K - $125K
|
2.34K
$997K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-302- 18.69% |
$72.3K - $120K
|
1.31K
$560K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-300- 30.0% |
$71.8K - $119K
|
700
$298K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-294- 25.88% |
$70.3K - $117K
|
842
$359K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-277- 28.41% |
$66.3K - $110K
|
698
$298K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-267- 2.85% |
$63.9K - $106K
|
9.12K
$3.89M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-248- 0.56% |
$59.3K - $98.3K
|
44.1K
$18.8M
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-232- 91.34% |
$55.5K - $92K
|
22
$9.38K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-204- 2.53% |
$48.8K - $80.9K
|
7.85K
$3.35M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-193- 2.47% |
$46.2K - $76.5K
|
7.62K
$3.25M
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-181- 4.46% |
$43.3K - $71.8K
|
3.88K
$1.65M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-180- 17.65% |
$43.1K - $71.4K
|
840
$358K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$343K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-172- 44.44% |
$41.2K - $68.2K
|
215
$91.7K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-172- 10.22% |
$41.2K - $68.2K
|
1.51K
$644K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-151- 7.49% |
$36.1K - $59.9K
|
1.87K
$796K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-146- 36.96% |
$34.9K - $57.9K
|
249
$106K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-134- 14.52% |
$32.1K - $53.1K
|
789
$336K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-133- 1.09% |
$31.8K - $52.7K
|
12.1K
$5.15M
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-124- 5.19% |
$29.7K - $49.2K
|
2.27K
$966K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-119- 4.94% |
$28.5K - $47.2K
|
2.29K
$976K
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-100- 5.71% |
$23.9K - $39.7K
|
1.65K
$704K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-95- 3.82% |
$22.7K - $37.7K
|
2.39K
$1.02M
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-85- 87.63% |
$20.3K - $33.7K
|
12
$5.12K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-81- 72.32% |
$19.4K - $32.1K
|
31
$13.2K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-79- 7.05% |
$18.9K - $31.3K
|
1.04K
$444K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 8.18% |
$18.7K - $30.9K
|
875
$373K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-75- 4.88% |
$17.9K - $29.7K
|
1.46K
$623K
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-75- 3.85% |
$17.9K - $29.7K
|
1.87K
$799K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72Closed |
$17.2K - $28.5K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-70- 5.38% |
$16.7K - $27.8K
|
1.23K
$525K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-59- 1.79% |
$14.1K - $23.4K
|
3.23K
$1.38M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-59- 4.62% |
$14.1K - $23.4K
|
1.22K
$519K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-59- 22.26% |
$14.1K - $23.4K
|
206
$87.8K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 12.39% |
$13.6K - $22.6K
|
403
$172K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55- 2.95% |
$13.2K - $21.8K
|
1.81K
$771K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.61% |
$12.2K - $20.2K
|
8.32K
$3.55M
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-50- 6.67% |
$12K - $19.8K
|
700
$298K
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 4.76% |
$12K - $19.8K
|
1K
$426K
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$12K - $19.8K
|
5.5K
$2.35M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 3.22% |
$12K - $19.8K
|
1.5K
$641K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-46- 6.2% |
$11K - $18.2K
|
696
$297K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 48.84% |
$10K - $16.7K
|
44
$18.8K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-42- 16.8% |
$10K - $16.7K
|
208
$88.7K
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-40- 31.25% |
$9.57K - $15.9K
|
88
$37.5K
|