Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 754 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
240
shares
|
$81,756
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
240
shares
|
$81,756
0.0% of portfolio
|
Q3 2024
Added 990.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
235
shares
|
$80,052
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
230
shares
|
$78,349
0.01% of portfolio
|
Q3 2024
Added 666.67%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
229
shares
|
$78,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
215
shares
|
$73,239
0.02% of portfolio
|
Q3 2024
Added 1031.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
212
shares
|
$72,217
0.01% of portfolio
|
Q1 2022
Reduced 86.32%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
210
shares
|
$71,536
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
210
shares
|
$71,536
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
204
shares
|
$69,492
0.0% of portfolio
|
Q3 2024
Added 750.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
200
shares
|
$68,130
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
200
shares
|
$68,130
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
200
shares
|
$68,130
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
190
shares
|
$64,723
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
170
shares
|
$57,910
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
170
shares
|
$57,910
0.01% of portfolio
|
Q3 2024
Added 1445.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
170
shares
|
$57,910
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
162
shares
|
$55,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
160
shares
|
$54,504
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$51,097
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
150
shares
|
$51,097
0.01% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
150
shares
|
$51,097
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
150
shares
|
$51,097
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
134
shares
|
$45,647
0.0% of portfolio
|
Q3 2024
Added 857.14%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
133
shares
|
$45,306
0.01% of portfolio
|
Q3 2024
Added 1109.09%
|