Institutional Ownership Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR). We have compiled data on the 827 institutions that hold shares in the stock, with a total of 82 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
25
shares
|
$8,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
25
shares
|
$8,841
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
23
shares
|
$8,134
0.0% of portfolio
|
Q3 2024
Added 1050.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
22
shares
|
$7,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$7,427
0.0% of portfolio
|
Q3 2024
Added 950.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20
shares
|
$7,073
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
20
shares
|
$7,073
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$7,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
20
shares
|
$7,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20
shares
|
$7,073
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
18
shares
|
$6,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
18
shares
|
$6,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
15
shares
|
$5,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
15
shares
|
$5,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
13
shares
|
$4,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
12
shares
|
$4,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
10
shares
|
$3,536
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
10
shares
|
$3,536
0.0% of portfolio
|
Q4 2024
Reduced 88.1%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
10
shares
|
$3,536
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
10
shares
|
$3,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10
shares
|
$3,536
0.0% of portfolio
|
Q2 2024
Reduced 95.58%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9
shares
|
$3,183
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5
shares
|
$1,768
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
4
shares
|
$1,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4
shares
|
$1,414
0.0% of portfolio
|
Q3 2024
New holding
|