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 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
234New |
$105K - $449K
|
234
$73.8K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
231New |
$104K - $443K
|
231
$72.9K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
229+ 46.17% |
$103K - $439K
|
725
$229K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
229New |
$103K - $439K
|
229
$72.2K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
225+ 19.58% |
$101K - $432K
|
1.37K
$433K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
225New |
$101K - $432K
|
225
$71K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
221New |
$99.5K - $424K
|
221
$69.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
221New |
$99.5K - $424K
|
221
$69.7K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
218New |
$98.1K - $418K
|
218
$68.8K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
217New |
$97.7K - $416K
|
217
$68.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
216+ 2.14% |
$97.2K - $415K
|
10.3K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
213+ 1638.46% |
$95.9K - $409K
|
226
$71.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
212New |
$95.4K - $407K
|
212
$66.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
211New |
$95K - $405K
|
211
$66.6K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
210New |
$94.5K - $403K
|
210
$66.2K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
208+ 29.89% |
$93.6K - $399K
|
904
$285K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
207New |
$93.2K - $397K
|
207
$65.3K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
207New |
$93.2K - $397K
|
207
$65.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
201New |
$90.5K - $386K
|
201
$63.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
201+ 346.55% |
$90.5K - $386K
|
259
$81.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
200+ 9.15% |
$90K - $384K
|
2.39K
$753K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
200New |
$90K - $384K
|
200
$63.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
198New |
$89.1K - $380K
|
198
$62.5K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
198New |
$89.1K - $380K
|
198
$62.5K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
197New |
$88.7K - $378K
|
197
$62.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
195New |
$87.8K - $374K
|
195
$61.5K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
194New |
$87.3K - $372K
|
194
$61.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
192New |
$86.4K - $368K
|
192
$60.6K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
192New |
$86.4K - $368K
|
192
$60.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
192New |
$86.4K - $368K
|
192
$60.6K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
191New |
$86K - $367K
|
191
$60.3K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
190+ 365.38% |
$85.5K - $365K
|
242
$76.3K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
190New |
$85.5K - $365K
|
190
$59.9K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
190New |
$85.5K - $365K
|
190
$59.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
185New |
$83.3K - $355K
|
185
$58.4K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
183New |
$82.4K - $351K
|
183
$57.7K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
181New |
$81.5K - $347K
|
181
$57.1K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
180New |
$81K - $345K
|
180
$56.8K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
179+ 39.96% |
$80.6K - $344K
|
627
$198K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
178New |
$80.1K - $342K
|
178
$56.2K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
177New |
$79.7K - $340K
|
177
$55.8K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
176New |
$79.2K - $338K
|
176
$55.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
172New |
$77.4K - $330K
|
172
$54.3K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
172New |
$77.4K - $330K
|
172
$54.3K
|