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 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
65+ 1.96% |
$15.6K - $25.8K
|
3.39K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
65+ 0.29% |
$15.6K - $25.8K
|
22.3K
$7.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
64+ 1.05% |
$15.3K - $25.4K
|
6.16K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
62+ 476.92% |
$14.8K - $24.6K
|
75
$23.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
59+ 2950.0% |
$14.1K - $23.4K
|
61
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
57+ 15.08% |
$13.6K - $22.6K
|
435
$137K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
53+ 46.9% |
$12.7K - $21K
|
166
$52.4K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 3.31% |
$12.4K - $20.6K
|
1.62K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
51+ 0.49% |
$12.2K - $20.2K
|
10.4K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
50New |
$12K - $19.8K
|
50
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
50+ 147.06% |
$12K - $19.8K
|
84
$26.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
49New |
$11.7K - $19.4K
|
49
$15.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
47+ 6.12% |
$11.2K - $18.6K
|
815
$257K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
46+ 2.4% |
$11K - $18.2K
|
1.97K
$620K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
46+ 2.3% |
$11K - $18.2K
|
2.05K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
46+ 2.78% |
$11K - $18.2K
|
1.7K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
43+ 0.8% |
$10.3K - $17K
|
5.44K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
43+ 3.72% |
$10.3K - $17K
|
1.2K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
42+ 7.64% |
$10K - $16.7K
|
592
$187K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41+ 5.3% |
$9.81K - $16.3K
|
815
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
41+ 0.93% |
$9.81K - $16.3K
|
4.43K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
40+ 4.7% |
$9.57K - $15.9K
|
891
$281K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
40+ 1.99% |
$9.57K - $15.9K
|
2.06K
$648K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37+ 1.91% |
$8.85K - $14.7K
|
1.98K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 37.23% |
$8.37K - $13.9K
|
129
$40.7K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
35+ 50.0% |
$8.37K - $13.9K
|
105
$33.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
34New |
$8.14K - $13.5K
|
34
$10.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
33+ 2.11% |
$7.9K - $13.1K
|
1.6K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 1.21% |
$7.18K - $11.9K
|
2.51K
$790K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30New |
$7.18K - $11.9K
|
30
$9.46K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 2.38% |
$7.18K - $11.9K
|
1.29K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
29+ 5.56% |
$6.94K - $11.5K
|
551
$174K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
29+ 47.54% |
$6.94K - $11.5K
|
90
$28.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
29+ 50.0% |
$6.94K - $11.5K
|
87
$27.4K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 12.02% |
$6.7K - $11.1K
|
261
$82.3K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
27+ 2.02% |
$6.46K - $10.7K
|
1.36K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
25+ 1.88% |
$5.98K - $9.91K
|
1.36K
$428K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 83.33% |
$5.98K - $9.91K
|
55
$17.4K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24New |
$5.74K - $9.52K
|
24
$7.57K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 82.76% |
$5.74K - $9.52K
|
53
$16.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
23+ 2.94% |
$5.5K - $9.12K
|
804
$254K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
22+ 0.39% |
$5.26K - $8.72K
|
5.61K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.6% |
$4.55K - $7.53K
|
3.18K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
19+ 35.85% |
$4.55K - $7.53K
|
72
$22.7K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18+ 2.42% |
$4.31K - $7.14K
|
761
$240K
|
|
|
May 15, 2025
Q1 2025
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
17+ 1.24% |
$4.07K - $6.74K
|
1.39K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16New |
$3.83K - $6.34K
|
16
$5.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15New |
$3.59K - $5.95K
|
15
$4.73K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
15+ 0.93% |
$3.59K - $5.95K
|
1.63K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 20.55% |
$3.59K - $5.95K
|
88
$27.8K
|