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 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-4.65K- 30.59% |
$1.11M - $1.84M
|
10.6K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-4.4K- 64.71% |
$1.05M - $1.74M
|
2.4K
$757K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.14K- 73.61% |
$752K - $1.25M
|
1.13K
$356K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.18K- 5.8% |
$522K - $866K
|
35.4K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.1K- 4.38% |
$502K - $832K
|
45.8K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.29K- 8.34% |
$309K - $512K
|
14.2K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-1.14K- 24.99% |
$273K - $452K
|
3.42K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-839- 31.76% |
$201K - $333K
|
1.8K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-441- 9.53% |
$106K - $175K
|
4.19K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 80.0% |
$95.7K - $159K
|
100
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-300- 30.0% |
$71.8K - $119K
|
700
$221K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-193- 2.47% |
$46.2K - $76.5K
|
7.62K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-172- 44.44% |
$41.2K - $68.2K
|
215
$67.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-100- 5.71% |
$23.9K - $39.7K
|
1.65K
$521K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-85- 87.63% |
$20.3K - $33.7K
|
12
$3.79K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-79- 7.05% |
$18.9K - $31.3K
|
1.04K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 8.18% |
$18.7K - $30.9K
|
875
$276K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-59- 1.79% |
$14.1K - $23.4K
|
3.23K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 12.39% |
$13.6K - $22.6K
|
403
$127K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-50- 6.67% |
$12K - $19.8K
|
700
$221K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$12K - $19.8K
|
5.5K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 48.84% |
$10K - $16.7K
|
44
$13.9K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-40- 31.25% |
$9.57K - $15.9K
|
88
$27.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 50.0% |
$3.83K - $6.34K
|
16
$5.05K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-15- 0.9% |
$3.59K - $5.95K
|
1.65K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 4.62% |
$3.59K - $5.95K
|
310
$97.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 87.5% |
$3.35K - $5.55K
|
2
$631
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.79% |
$3.35K - $5.55K
|
1.75K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-12- 1.35% |
$2.87K - $4.76K
|
879
$277K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6- 0.46% |
$1.44K - $2.38K
|
1.31K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 20.0% |
$1.2K - $1.98K
|
20
$6.31K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 9.09% |
$1.2K - $1.98K
|
50
$15.8K
|
|
| Q4 2024 | |||||||
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-92.9K- 86.83% |
$15.1M - $44M
|
14.1K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-35.7K- 77.37% |
$5.81M - $16.9M
|
10.4K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-35K- 69.65% |
$5.69M - $16.6M
|
15.3K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-32.2K- 65.15% |
$5.23M - $15.2M
|
17.2K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-20K- 11.76% |
$3.25M - $9.48M
|
150K
$47.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-18K- 79.49% |
$2.93M - $8.52M
|
4.64K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 85.51% |
$2.88M - $8.39M
|
3K
$946K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-13.2K- 50.0% |
$2.14M - $6.23M
|
13.2K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-8.67K- 66.69% |
$1.41M - $4.11M
|
4.33K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.43K- 36.22% |
$883K - $2.57M
|
9.56K
$3.02M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 16.26% |
$187K - $546K
|
5.94K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-982- 48.14% |
$160K - $465K
|
1.06K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
PUT |
-900- 56.25% |
$146K - $426K
|
700
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 3.44% |
$80.9K - $235K
|
13.9K
$4.4M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-400- 20.0% |
$65.1K - $190K
|
1.6K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-398- 14.64% |
$64.8K - $189K
|
2.32K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-361- 0.09% |
$58.7K - $171K
|
399K
$126M
|
|