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 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
180+ 11.56% |
$43.1K - $71.4K
|
1.74K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
175+ 7.62% |
$41.9K - $69.4K
|
2.47K
$702K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
174New |
$41.6K - $69K
|
174
$49.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
170New |
$40.7K - $67.4K
|
170
$48.3K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
168+ 3.29% |
$40.2K - $66.6K
|
5.28K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
166+ 11.38% |
$39.7K - $65.8K
|
1.63K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
164+ 11.41% |
$39.2K - $65K
|
1.6K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
160+ 5.91% |
$38.3K - $63.4K
|
2.87K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
159+ 0.33% |
$38K - $63K
|
47.7K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
155+ 7750.0% |
$37.1K - $61.5K
|
157
$44.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
155New |
$37.1K - $61.5K
|
155
$44K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
154+ 9.63% |
$36.8K - $61.1K
|
1.75K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
147+ 3.79% |
$35.2K - $58.3K
|
4.02K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138+ 12.61% |
$33K - $54.7K
|
1.23K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
133+ 21.8% |
$31.8K - $52.7K
|
743
$211K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
131+ 8.83% |
$31.3K - $51.9K
|
1.62K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
131+ 3.1% |
$31.3K - $51.9K
|
4.36K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
126+ 11.63% |
$30.1K - $50K
|
1.21K
$343K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
123New |
$29.4K - $48.8K
|
123
$34.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
123+ 21.13% |
$29.4K - $48.8K
|
705
$200K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
118+ 22.48% |
$28.2K - $46.8K
|
643
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
116+ 11.19% |
$27.8K - $46K
|
1.15K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
115+ 6.31% |
$27.5K - $45.6K
|
1.94K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
110+ 1.74% |
$26.3K - $43.6K
|
6.45K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
110+ 55.0% |
$26.3K - $43.6K
|
310
$88K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
110+ 12.64% |
$26.3K - $43.6K
|
980
$278K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
BUY
|
- |
104+ 3.59% |
$24.9K - $41.2K
|
3K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
102New |
$24.4K - $40.4K
|
102
$29K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
100+ 33.33% |
$23.9K - $39.7K
|
400
$114K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 10.99% |
$23.9K - $39.7K
|
1.01K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
100New |
$23.9K - $39.7K
|
100
$28.4K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
100+ 1.69% |
$23.9K - $39.7K
|
6.03K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
97+ 9.56% |
$23.2K - $38.5K
|
1.11K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
95+ 10.03% |
$22.7K - $37.7K
|
1.04K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
94+ 11.82% |
$22.5K - $37.3K
|
889
$252K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
94+ 9.27% |
$22.5K - $37.3K
|
1.11K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
90+ 9.89% |
$21.5K - $35.7K
|
1K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
89New |
$21.3K - $35.3K
|
89
$25.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
89+ 189.36% |
$21.3K - $35.3K
|
136
$38.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
83+ 15.4% |
$19.9K - $32.9K
|
622
$177K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
81New |
$19.4K - $32.1K
|
81
$23K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
80New |
$19.1K - $31.7K
|
80
$22.7K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 4.03% |
$17.9K - $29.7K
|
1.93K
$549K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
75+ 6.76% |
$17.9K - $29.7K
|
1.19K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
72+ 2.99% |
$17.2K - $28.5K
|
2.48K
$704K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
71+ 5.87% |
$17K - $28.2K
|
1.28K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
67+ 9.01% |
$16K - $26.6K
|
811
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
67+ 40.85% |
$16K - $26.6K
|
231
$65.6K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
65+ 2.12% |
$15.6K - $25.8K
|
3.13K
$888K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
65+ 3.17% |
$15.6K - $25.8K
|
2.12K
$600K
|