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
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1New |
$239 - $397
|
1
$284
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1New |
$239 - $397
|
1
$284
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 3.13% |
$239 - $397
|
33
$9.37K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$239 - $397
|
1
$284
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 33.33% |
$239 - $397
|
4
$1.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2- 0.05% |
$479 - $793
|
3.8K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3- 2.22% |
$718 - $1.19K
|
132
$37.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3- 1.48% |
$718 - $1.19K
|
200
$56.8K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4- 0.52% |
$957 - $1.59K
|
766
$217K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 20.0% |
$1.2K - $1.98K
|
20
$5.68K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 9.09% |
$1.2K - $1.98K
|
50
$14.2K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-6- 0.46% |
$1.44K - $2.38K
|
1.31K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7- 0.66% |
$1.67K - $2.78K
|
1.06K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8- 0.14% |
$1.91K - $3.17K
|
5.86K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10- 0.85% |
$2.39K - $3.97K
|
1.17K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-12- 1.35% |
$2.87K - $4.76K
|
879
$249K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-13- 0.52% |
$3.11K - $5.15K
|
2.47K
$701K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-13- 72.22% |
$3.11K - $5.15K
|
5
$1.42K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-13- 1.61% |
$3.11K - $5.15K
|
794
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 87.5% |
$3.35K - $5.55K
|
2
$568
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14- 0.79% |
$3.35K - $5.55K
|
1.75K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-15- 4.62% |
$3.59K - $5.95K
|
310
$88K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-15- 0.9% |
$3.59K - $5.95K
|
1.65K
$469K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16- 0.49% |
$3.83K - $6.34K
|
3.24K
$920K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-16- 50.0% |
$3.83K - $6.34K
|
16
$4.54K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-19- 0.13% |
$4.55K - $7.53K
|
15.1K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-22- 11.11% |
$5.26K - $8.72K
|
176
$50K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 1.37% |
$5.98K - $9.91K
|
1.8K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-28- 2.61% |
$6.7K - $11.1K
|
1.04K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-40- 0.91% |
$9.57K - $15.9K
|
4.35K
$1.23M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-40- 31.25% |
$9.57K - $15.9K
|
88
$25K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 48.84% |
$10K - $16.7K
|
44
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-42- 16.8% |
$10K - $16.7K
|
208
$59K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-46- 6.2% |
$11K - $18.2K
|
696
$198K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50- 3.22% |
$12K - $19.8K
|
1.5K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-50- 6.67% |
$12K - $19.8K
|
700
$199K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.9% |
$12K - $19.8K
|
5.5K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 4.76% |
$12K - $19.8K
|
1K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-50- 6.25% |
$12K - $19.8K
|
750
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.61% |
$12.2K - $20.2K
|
8.32K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-55- 1.49% |
$13.2K - $21.8K
|
3.63K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55- 2.95% |
$13.2K - $21.8K
|
1.81K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 12.39% |
$13.6K - $22.6K
|
403
$114K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-57- 4.59% |
$13.6K - $22.6K
|
1.19K
$336K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-59- 22.26% |
$14.1K - $23.4K
|
206
$58.5K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-59- 4.62% |
$14.1K - $23.4K
|
1.22K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-59- 1.79% |
$14.1K - $23.4K
|
3.23K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-70- 5.38% |
$16.7K - $27.8K
|
1.23K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72Closed |
$17.2K - $28.5K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-75- 4.88% |
$17.9K - $29.7K
|
1.46K
$415K
|