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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
40
shares
|
$13,626
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$13,626
0.0% of portfolio
|
Q3 2024
Added 1900.0%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
40
shares
|
$13,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
40
shares
|
$13,626
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
34
shares
|
$11,582
0.0% of portfolio
|
Q3 2024
Added 750.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
32
shares
|
$10,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
31
shares
|
$10,560
0.0% of portfolio
|
Q3 2024
Added 138.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
30
shares
|
$10,219
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
30
shares
|
$10,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$8,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
23
shares
|
$7,834
0.0% of portfolio
|
Q3 2024
Added 1050.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$7,153
0.0% of portfolio
|
Q3 2024
Added 950.0%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20
shares
|
$6,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20
shares
|
$6,813
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20
shares
|
$6,813
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
18
shares
|
$6,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
18
shares
|
$6,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
16
shares
|
$5,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$5,109
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
10
shares
|
$3,406
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
10
shares
|
$3,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$3,406
0.0% of portfolio
|
Q2 2024
Reduced 95.58%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
10
shares
|
$3,406
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
10
shares
|
$3,406
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9
shares
|
$3,065
0.0% of portfolio
|
Q3 2024
Added 350.0%
|