Purchases and Sales Made in Q1 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q1 2024. 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, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
874New |
$393K - $1.68M
|
874
$266K
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
840New |
$378K - $1.61M
|
840
$255K
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
833+ 173.18% |
$375K - $1.6M
|
1.31K
$399K
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
828+ 10.18% |
$373K - $1.59M
|
8.96K
$2.72M
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
776+ 95.68% |
$349K - $1.49M
|
1.59K
$482K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
770+ 16.85% |
$347K - $1.48M
|
5.34K
$1.62M
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
761New |
$343K - $1.46M
|
761
$231K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
747New |
$336K - $1.43M
|
747
$227K
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
746+ 31.2% |
$336K - $1.43M
|
3.14K
$954K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
713New |
$321K - $1.37M
|
713
$217K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
707New |
$318K - $1.36M
|
707
$215K
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
689+ 65.74% |
$310K - $1.32M
|
1.74K
$528K
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
682+ 4.53% |
$307K - $1.31M
|
15.7K
$4.78M
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
677+ 19.98% |
$305K - $1.3M
|
4.07K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
668New |
$301K - $1.28M
|
668
$203K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
661New |
$298K - $1.27M
|
661
$201K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
652New |
$294K - $1.25M
|
652
$198K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
649New |
$292K - $1.25M
|
649
$197K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
610New |
$275K - $1.17M
|
610
$185K
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
600+ 92.31% |
$270K - $1.15M
|
1.25K
$380K
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
558+ 5.29% |
$251K - $1.07M
|
11.1K
$3.38M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
542New |
$244K - $1.04M
|
542
$165K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
541+ 12.3% |
$244K - $1.04M
|
4.94K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
540New |
$243K - $1.04M
|
540
$164K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
538New |
$242K - $1.03M
|
538
$164K
|
|
May 14, 2024
Q1 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
536+ 0.76% |
$241K - $1.03M
|
70.6K
$21.5M
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
526+ 38.12% |
$237K - $1.01M
|
1.91K
$579K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
525New |
$236K - $1.01M
|
525
$160K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
515New |
$232K - $988K
|
515
$157K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
506New |
$228K - $971K
|
506
$154K
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
506+ 20.24% |
$228K - $971K
|
3.01K
$914K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
494New |
$222K - $948K
|
494
$150K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
492New |
$221K - $944K
|
492
$150K
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
473New |
$213K - $908K
|
473
$144K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
467+ 45.78% |
$210K - $896K
|
1.49K
$452K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
465+ 93.0% |
$209K - $892K
|
965
$293K
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
465New |
$209K - $892K
|
465
$141K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
464+ 16.84% |
$209K - $890K
|
3.22K
$979K
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
457+ 18.41% |
$206K - $877K
|
2.94K
$893K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
455+ 65.85% |
$205K - $873K
|
1.15K
$348K
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
448New |
$202K - $860K
|
448
$136K
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
438+ 31.04% |
$197K - $841K
|
1.85K
$562K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
433+ 109.34% |
$195K - $831K
|
829
$252K
|
|
May 15, 2024
Q1 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
426+ 127.93% |
$192K - $818K
|
759
$231K
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
424+ 36.36% |
$191K - $814K
|
1.59K
$483K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
413New |
$186K - $793K
|
413
$126K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
409+ 45.29% |
$184K - $785K
|
1.31K
$399K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
393+ 42.62% |
$177K - $754K
|
1.32K
$400K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
389New |
$175K - $747K
|
389
$118K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
384New |
$173K - $737K
|
384
$117K
|