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 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
165+ 18.44% |
$74.3K - $317K
|
1.06K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
163+ 22.03% |
$73.4K - $313K
|
903
$275K
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
160New |
$72K - $307K
|
160
$48.6K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
160New |
$72K - $307K
|
160
$48.6K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
160New |
$72K - $307K
|
160
$48.6K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
159New |
$71.6K - $305K
|
159
$48.3K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
159New |
$71.6K - $305K
|
159
$48.3K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
158New |
$71.1K - $303K
|
158
$48K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
156New |
$70.2K - $299K
|
156
$47.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
156New |
$70.2K - $299K
|
156
$47.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
156New |
$70.2K - $299K
|
156
$47.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
155New |
$69.8K - $297K
|
155
$47.1K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
153New |
$68.9K - $294K
|
153
$46.5K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
153New |
$68.9K - $294K
|
153
$46.5K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
153+ 36.26% |
$68.9K - $294K
|
575
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
150New |
$67.5K - $288K
|
150
$45.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
150New |
$67.5K - $288K
|
150
$45.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
146New |
$65.7K - $280K
|
146
$44.4K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
142New |
$63.9K - $273K
|
142
$43.2K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
140New |
$63K - $269K
|
140
$42.6K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
136+ 23.29% |
$61.2K - $261K
|
720
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
134New |
$60.3K - $257K
|
134
$40.7K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
133+ 16.3% |
$59.9K - $255K
|
949
$288K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
132+ 24.91% |
$59.4K - $253K
|
662
$201K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
131New |
$59K - $251K
|
131
$39.8K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
131New |
$59K - $251K
|
131
$39.8K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131New |
$59K - $251K
|
131
$39.8K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
130New |
$58.5K - $249K
|
130
$39.5K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
129New |
$58.1K - $248K
|
129
$39.2K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
128New |
$57.6K - $246K
|
128
$38.9K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
126New |
$56.7K - $242K
|
126
$38.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
126New |
$56.7K - $242K
|
126
$38.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
125New |
$56.3K - $240K
|
125
$38K
|
|
|
Apr 24, 2024
Q1 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
125New |
$56.3K - $240K
|
125
$38K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
124New |
$55.8K - $238K
|
124
$37.7K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
123New |
$55.4K - $236K
|
123
$37.4K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
122New |
$54.9K - $234K
|
122
$37.1K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
121New |
$54.5K - $232K
|
121
$36.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
120New |
$54K - $230K
|
120
$36.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
120New |
$54K - $230K
|
120
$36.5K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
120New |
$54K - $230K
|
120
$36.5K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
120New |
$54K - $230K
|
120
$36.5K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
119New |
$53.6K - $228K
|
119
$36.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
118New |
$53.1K - $226K
|
118
$35.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
106+ 11.87% |
$47.7K - $203K
|
999
$304K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
106+ 5.41% |
$47.7K - $203K
|
2.07K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 5000.0% |
$45K - $192K
|
102
$31K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
95+ 13.48% |
$42.8K - $182K
|
800
$243K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
87+ 12.55% |
$39.2K - $167K
|
780
$237K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
81+ 16.27% |
$36.5K - $155K
|
579
$176K
|