Purchases and Sales Made in Q1 2025 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q1 2025. 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, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
354+ 5.11% |
$84.7K - $140K
|
7.28K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
349+ 160.09% |
$83.5K - $138K
|
567
$170K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
349+ 28.4% |
$83.5K - $138K
|
1.58K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
346+ 0.79% |
$82.8K - $137K
|
43.9K
$13.2M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
343+ 5.25% |
$82.1K - $136K
|
6.87K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
339+ 31.89% |
$81.1K - $134K
|
1.4K
$422K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
338+ 482.86% |
$80.9K - $134K
|
408
$123K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
326+ 30.61% |
$78K - $129K
|
1.39K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
311+ 30.95% |
$74.4K - $123K
|
1.32K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
310+ 3.66% |
$74.2K - $123K
|
8.78K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
309+ 31.63% |
$73.9K - $123K
|
1.29K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
307New |
$73.5K - $122K
|
307
$92.3K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
302+ 5.61% |
$72.3K - $120K
|
5.68K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
292+ 8.52% |
$69.9K - $116K
|
3.72K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
291New |
$69.6K - $115K
|
291
$87.5K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
291+ 4.7% |
$69.6K - $115K
|
6.49K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
290+ 23.35% |
$69.4K - $115K
|
1.53K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
290+ 6.16% |
$69.4K - $115K
|
5K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
286+ 0.65% |
$68.4K - $113K
|
44K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
284+ 20.37% |
$68K - $113K
|
1.68K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
284+ 28.72% |
$68K - $113K
|
1.27K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
282+ 27.46% |
$67.5K - $112K
|
1.31K
$394K
|
|
|
Sep 19, 2025
Q1 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
279+ 24.56% |
$66.8K - $111K
|
1.42K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
278+ 6.4% |
$66.5K - $110K
|
4.63K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
278+ 95.86% |
$66.5K - $110K
|
568
$171K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
276+ 38.93% |
$66K - $109K
|
985
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
273+ 23.76% |
$65.3K - $108K
|
1.42K
$428K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
263+ 14.03% |
$62.9K - $104K
|
2.14K
$643K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
252+ 9.21% |
$60.3K - $99.9K
|
2.99K
$899K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
246+ 13.47% |
$58.9K - $97.5K
|
2.07K
$623K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
245+ 0.85% |
$58.6K - $97.1K
|
29.2K
$8.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
243+ 3.5% |
$58.1K - $96.3K
|
7.18K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
242+ 18.64% |
$57.9K - $96K
|
1.54K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
240+ 7.6% |
$57.4K - $95.2K
|
3.4K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
239+ 17.68% |
$57.2K - $94.8K
|
1.59K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
237New |
$56.7K - $94K
|
237
$71.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
230+ 3.08% |
$55K - $91.2K
|
7.71K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
227+ 6.76% |
$54.3K - $90K
|
3.59K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
222New |
$53.1K - $88K
|
222
$66.7K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
206+ 1.23% |
$49.3K - $81.7K
|
17K
$5.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
206+ 146.1% |
$49.3K - $81.7K
|
347
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
205+ 186.36% |
$49.1K - $81.3K
|
315
$94.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
204+ 10.19% |
$48.8K - $80.9K
|
2.21K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
203+ 4.95% |
$48.6K - $80.5K
|
4.3K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
201+ 1.13% |
$48.1K - $79.7K
|
18K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
200+ 0.26% |
$47.9K - $79.3K
|
77K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$60.1K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$47.9K - $79.3K
|
200
$60.1K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
200+ 22.12% |
$47.9K - $79.3K
|
1.1K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
185+ 1.93% |
$44.3K - $73.4K
|
9.79K
$2.94M
|