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 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
14New |
$3.35K - $5.55K
|
14
$4.21K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$3.35K - $5.55K
|
14
$4.21K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
14+ 58.33% |
$3.35K - $5.55K
|
38
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 10.83% |
$3.11K - $5.15K
|
133
$40K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$3.61K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12New |
$2.87K - $4.76K
|
12
$3.61K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 38.71% |
$2.87K - $4.76K
|
43
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12+ 1.51% |
$2.87K - $4.76K
|
806
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
12+ 1.46% |
$2.87K - $4.76K
|
832
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 1.07% |
$2.87K - $4.76K
|
1.13K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 18.87% |
$2.39K - $3.97K
|
63
$18.9K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 45.45% |
$2.39K - $3.97K
|
32
$9.62K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 43.48% |
$2.39K - $3.97K
|
33
$9.92K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
10+ 0.21% |
$2.39K - $3.97K
|
4.87K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 27.03% |
$2.39K - $3.97K
|
47
$14.1K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
10+ 1.43% |
$2.39K - $3.97K
|
710
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.91% |
$2.39K - $3.97K
|
1.11K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
10+ 26.32% |
$2.39K - $3.97K
|
48
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.96% |
$2.15K - $3.57K
|
945
$284K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9New |
$2.15K - $3.57K
|
9
$2.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 23.68% |
$2.15K - $3.57K
|
47
$14.1K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 52.94% |
$2.15K - $3.57K
|
26
$7.82K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
9+ 0.38% |
$2.15K - $3.57K
|
2.35K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$2.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 1.79% |
$1.67K - $2.78K
|
398
$120K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$2.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 58.33% |
$1.67K - $2.78K
|
19
$5.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
7New |
$1.67K - $2.78K
|
7
$2.1K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 5.56% |
$1.44K - $2.38K
|
114
$34.3K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6New |
$1.44K - $2.38K
|
6
$1.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 1.33% |
$1.2K - $1.98K
|
380
$114K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$1.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$1.2K - $1.98K
|
5
$1.5K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5+ 0.09% |
$1.2K - $1.98K
|
5.77K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.53% |
$957 - $1.59K
|
266
$80K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 4.0% |
$957 - $1.59K
|
104
$31.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4+ 0.14% |
$957 - $1.59K
|
2.82K
$847K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 100.0% |
$957 - $1.59K
|
8
$2.41K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 100.0% |
$957 - $1.59K
|
8
$2.41K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 150.0% |
$718 - $1.19K
|
5
$1.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3+ 3.0% |
$718 - $1.19K
|
103
$31K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 3.37% |
$718 - $1.19K
|
92
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
$718 - $1.19K
|
3
$902
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$718 - $1.19K
|
3
$902
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$479 - $793
|
2
$601
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
2+ 0.24% |
$479 - $793
|
833
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.51% |
$479 - $793
|
392
$118K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$479 - $793
|
2
$601
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 10.0% |
$479 - $793
|
22
$6.61K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 0.08% |
$479 - $793
|
2.57K
$771K
|