Purchases and Sales Made in Q1 2022 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q1 2022. The information is specifically focused on institutions that hold shares of MICROSTRATEGY Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 73.25% |
$36.7K - $64.2K
|
272
$99.8K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
111+ 4.94% |
$35.5K - $62K
|
2.36K
$866K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
103New |
$32.9K - $57.5K
|
103
$37.8K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
102+ 5.39% |
$32.6K - $56.9K
|
1.99K
$732K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$31.9K - $55.8K
|
100
$36.7K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 1250.0% |
$31.9K - $55.8K
|
108
$39.6K
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
98+ 0.8% |
$31.3K - $54.7K
|
12.3K
$4.52M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
95+ 6.61% |
$30.3K - $53K
|
1.53K
$562K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
95New |
$30.3K - $53K
|
95
$34.9K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
83+ 79.05% |
$26.5K - $46.3K
|
188
$69K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
74+ 11.3% |
$23.6K - $41.3K
|
729
$268K
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
65+ 130.0% |
$20.8K - $36.3K
|
115
$42.2K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
62+ 11.9% |
$19.8K - $34.6K
|
583
$214K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
55New |
$17.6K - $30.7K
|
55
$20.2K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
54+ 11.87% |
$17.3K - $30.1K
|
509
$187K
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
50New |
$16K - $27.9K
|
50
$18.4K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 100.0% |
$16K - $27.9K
|
100
$36.7K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47+ 7.25% |
$15K - $26.2K
|
695
$255K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
47+ 11.75% |
$15K - $26.2K
|
447
$164K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 4.73% |
$13.1K - $22.9K
|
908
$333K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
39+ 14.34% |
$12.5K - $21.8K
|
311
$114K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
36+ 102.86% |
$11.5K - $20.1K
|
71
$26.1K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
35+ 16.43% |
$11.2K - $19.5K
|
248
$91K
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
35New |
$11.2K - $19.5K
|
35
$12.8K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
31+ 0.82% |
$9.9K - $17.3K
|
3.81K
$1.4M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
29+ 1.46% |
$9.26K - $16.2K
|
2.02K
$740K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 126.09% |
$9.26K - $16.2K
|
52
$19.1K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
28New |
$8.94K - $15.6K
|
28
$10.3K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20New |
$6.39K - $11.2K
|
20
$7.34K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
18+ 21.69% |
$5.75K - $10K
|
101
$37.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 32.0% |
$5.11K - $8.93K
|
66
$24.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 3.4% |
$5.11K - $8.93K
|
486
$178K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
15+ 19.23% |
$4.79K - $8.37K
|
93
$34.1K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
13+ 0.93% |
$4.15K - $7.26K
|
1.41K
$516K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 81.82% |
$2.88K - $5.02K
|
20
$7.34K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5New |
$1.6K - $2.79K
|
5
$1.84K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5+ 20.0% |
$1.6K - $2.79K
|
30
$11K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 7.69% |
$958 - $1.67K
|
42
$15.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 66.67% |
$639 - $1.12K
|
5
$1.84K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2New |
$639 - $1.12K
|
2
$734
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$639 - $1.12K
|
2
$734
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1- 0.07% |
$319 - $558
|
1.49K
$548K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1Closed |
$319 - $558
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2Closed |
$639 - $1.12K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4Closed |
$1.28K - $2.23K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4Closed |
$1.28K - $2.23K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5- 1.79% |
$1.6K - $2.79K
|
275
$101K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 27.78% |
$1.6K - $2.79K
|
13
$4.77K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 55.56% |
$1.6K - $2.79K
|
4
$1.47K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7Closed |
$2.24K - $3.91K
|
0
$0
|