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 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 1.92% |
$290 - $597
|
102
$34.3K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 11.11% |
$290 - $597
|
16
$5.37K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 11.76% |
$290 - $597
|
15
$5.04K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4- 0.52% |
$580 - $1.19K
|
771
$259K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 18.52% |
$725 - $1.49K
|
22
$7.39K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 66.67% |
$870 - $1.79K
|
3
$1.01K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-12- 7.02% |
$1.74K - $3.58K
|
159
$53.4K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 2.04% |
$2.18K - $4.48K
|
720
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 1.0% |
$2.18K - $4.48K
|
1.48K
$498K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27- 87.1% |
$3.92K - $8.06K
|
4
$1.34K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-34- 0.85% |
$4.93K - $10.1K
|
3.95K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46- 0.63% |
$6.67K - $13.7K
|
7.23K
$2.43M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 49.48% |
$6.96K - $14.3K
|
49
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 74.63% |
$7.25K - $14.9K
|
17
$5.71K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56- 2.12% |
$8.12K - $16.7K
|
2.58K
$868K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-57- 1.63% |
$8.27K - $17K
|
3.43K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-62- 10.63% |
$8.99K - $18.5K
|
521
$175K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-62- 0.52% |
$8.99K - $18.5K
|
11.8K
$3.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-65- 23.81% |
$9.43K - $19.4K
|
208
$69.9K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-72- 14.31% |
$10.4K - $21.5K
|
431
$145K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-75- 73.53% |
$10.9K - $22.4K
|
27
$9.07K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-94- 15.56% |
$13.6K - $28K
|
510
$171K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-95- 40.25% |
$13.8K - $28.3K
|
141
$47.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-103- 7.89% |
$14.9K - $30.7K
|
1.2K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-110- 7.46% |
$16K - $32.8K
|
1.37K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-141- 2.39% |
$20.4K - $42.1K
|
5.77K
$1.94M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-169- 12.2% |
$24.5K - $50.4K
|
1.22K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-176- 1.58% |
$25.5K - $52.5K
|
10.9K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-233- 11.08% |
$33.8K - $69.5K
|
1.87K
$628K
|
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
SELL
|
- |
-300- 12.0% |
$43.5K - $89.5K
|
2.2K
$739K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-300- 99.67% |
$43.5K - $89.5K
|
1
$336
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-319- 13.42% |
$46.3K - $95.2K
|
2.06K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-325- 13.46% |
$47.1K - $97K
|
2.09K
$702K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-614- 8.81% |
$89K - $183K
|
6.35K
$2.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-673- 16.08% |
$97.6K - $201K
|
3.51K
$1.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-773- 45.31% |
$112K - $231K
|
933
$313K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-799- 9.91% |
$116K - $238K
|
7.26K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-800- 12.58% |
$116K - $239K
|
5.56K
$1.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-993- 13.81% |
$144K - $296K
|
6.2K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.01K- 67.88% |
$146K - $301K
|
477
$160K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.09K- 15.77% |
$158K - $326K
|
5.83K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.24K- 34.21% |
$180K - $370K
|
2.39K
$802K
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.32K- 36.81% |
$191K - $394K
|
2.27K
$761K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.32K- 36.81% |
$191K - $394K
|
2.27K
$761K
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.02K- 11.68% |
$293K - $602K
|
15.3K
$5.13M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.14K- 28.72% |
$311K - $639K
|
5.32K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.3K- 10.22% |
$334K - $686K
|
20.2K
$6.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.81K- 55.59% |
$408K - $839K
|
2.25K
$754K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.33K- 18.85% |
$483K - $995K
|
14.4K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.65K- 21.25% |
$529K - $1.09M
|
13.5K
$4.54M
|