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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
5+ 500.0% |
$2.25K - $9.6K
|
6
$2.02K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5New |
$2.25K - $9.6K
|
5
$1.68K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
5New |
$2.25K - $9.6K
|
5
$1.68K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 5.19% |
$1.8K - $7.68K
|
81
$27.2K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$1.8K - $7.68K
|
4
$1.34K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$1.35K - $5.76K
|
3
$1.01K
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
3New |
$1.35K - $5.76K
|
3
$1.01K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 6.9% |
$900 - $3.84K
|
31
$10.4K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$900 - $3.84K
|
2.26K
$760K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 100.0% |
$450 - $1.92K
|
2
$672
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1New |
$450 - $1.92K
|
1
$336
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1New |
$450 - $1.92K
|
1
$336
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1New |
$450 - $1.92K
|
1
$336
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1New |
$450 - $1.92K
|
1
$336
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 12.5% |
$450 - $1.92K
|
9
$3.02K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1New |
$450 - $1.92K
|
1
$336
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 0.88% |
$450 - $1.92K
|
113
$38K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 28.57% |
$900 - $3.84K
|
5
$1.68K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 4.08% |
$900 - $3.84K
|
47
$15.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3- 2.36% |
$1.35K - $5.76K
|
124
$41.7K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- 33.33% |
$2.25K - $9.6K
|
10
$3.36K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 43.75% |
$3.15K - $13.4K
|
9
$3.02K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8- 22.22% |
$3.6K - $15.4K
|
28
$9.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-11- 64.71% |
$4.95K - $21.1K
|
6
$2.02K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-16- 1.56% |
$7.2K - $30.7K
|
1.01K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 30.16% |
$8.55K - $36.5K
|
44
$14.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19- 0.73% |
$8.55K - $36.5K
|
2.58K
$867K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 4.01% |
$9K - $38.4K
|
479
$161K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-24- 3.85% |
$10.8K - $46.1K
|
599
$201K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 26.52% |
$15.8K - $67.2K
|
97
$32.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-41- 9.4% |
$18.5K - $78.7K
|
395
$133K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 34.4% |
$19.4K - $82.5K
|
82
$27.5K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49- 5.02% |
$22.1K - $94K
|
928
$312K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51- 29.65% |
$23K - $97.9K
|
121
$40.6K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-59- 13.85% |
$26.6K - $113K
|
367
$123K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-85- 85.0% |
$38.3K - $163K
|
15
$5.04K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-85- 14.76% |
$38.3K - $163K
|
491
$165K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-93- 78.15% |
$41.9K - $178K
|
26
$8.73K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-100- 6.25% |
$45K - $192K
|
1.5K
$504K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-101- 30.79% |
$45.5K - $194K
|
227
$76.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-111- 4.21% |
$50K - $213K
|
2.53K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-111- 23.92% |
$50K - $213K
|
353
$119K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-122- 10.96% |
$54.9K - $234K
|
991
$333K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-130- 39.04% |
$58.5K - $249K
|
203
$68.2K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-163- 95.88% |
$73.4K - $313K
|
7
$2.35K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-164- 5.04% |
$73.8K - $315K
|
3.09K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-169- 44.59% |
$76.1K - $324K
|
210
$70.5K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-176- 26.23% |
$79.2K - $338K
|
495
$166K
|