Purchases and Sales Made in Q1 2023 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
411+ 2.73% |
$59.6K - $123K
|
15.5K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
400+ 11.8% |
$58K - $119K
|
3.79K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323+ 1.29% |
$46.8K - $96.4K
|
25.3K
$9.3M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
322+ 58.97% |
$46.7K - $96.1K
|
868
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
299+ 1.41% |
$43.4K - $89.2K
|
21.5K
$7.88M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
265+ 12.07% |
$38.4K - $79.1K
|
2.46K
$903K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
262+ 5.45% |
$38K - $78.2K
|
5.07K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 1250.0% |
$36.3K - $74.6K
|
270
$99.1K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
213+ 4.79% |
$30.9K - $63.6K
|
4.66K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
154New |
$22.3K - $46K
|
154
$56.5K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
143+ 8.8% |
$20.7K - $42.7K
|
1.77K
$649K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
110+ 19.71% |
$16K - $32.8K
|
668
$245K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 84.03% |
$14.5K - $29.8K
|
219
$80.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$14.5K - $29.8K
|
100
$36.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$14.5K - $29.8K
|
100
$36.7K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
89+ 1.79% |
$12.9K - $26.6K
|
5.07K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
80New |
$11.6K - $23.9K
|
80
$29.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
76+ 2.89% |
$11K - $22.7K
|
2.71K
$995K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
75+ 5.04% |
$10.9K - $22.4K
|
1.56K
$574K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
71+ 74.74% |
$10.3K - $21.2K
|
166
$60.9K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68+ 6.95% |
$9.86K - $20.3K
|
1.05K
$384K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
55New |
$7.98K - $16.4K
|
55
$20.2K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
51+ 1.41% |
$7.4K - $15.2K
|
3.66K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47+ 6.45% |
$6.82K - $14K
|
776
$285K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35+ 66.04% |
$5.08K - $10.4K
|
88
$32.3K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
34+ 0.17% |
$4.93K - $10.1K
|
19.9K
$7.32M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34+ 2.02% |
$4.93K - $10.1K
|
1.72K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
31+ 0.83% |
$4.5K - $9.25K
|
3.78K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$3.63K - $7.46K
|
25
$9.18K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 100.0% |
$2.76K - $5.67K
|
38
$13.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
17+ 7.14% |
$2.47K - $5.07K
|
255
$93.6K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14+ 0.1% |
$2.03K - $4.18K
|
14.4K
$5.29M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10New |
$1.45K - $2.98K
|
10
$3.67K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.4% |
$870 - $1.79K
|
1.52K
$558K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$870 - $1.79K
|
6
$2.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$725 - $1.49K
|
5
$1.84K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3+ 0.69% |
$435 - $895
|
435
$160K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$435 - $895
|
3
$1.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 40.0% |
$290 - $597
|
7
$2.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$290 - $597
|
2
$734
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2New |
$290 - $597
|
2
$734
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 8.33% |
$145 - $298
|
13
$4.77K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1+ 9.09% |
$145 - $298
|
12
$4.4K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1+ 16.67% |
$145 - $298
|
7
$2.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$145 - $298
|
1
$367
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$145 - $298
|
1
$367
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.86% |
$145 - $298
|
34
$12.5K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 1.59% |
$145 - $298
|
62
$22.8K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1- 0.03% |
$145 - $298
|
3.31K
$1.21M
|