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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-75- 3.85% |
$17.9K - $29.7K
|
1.87K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-78- 8.18% |
$18.7K - $30.9K
|
875
$276K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-79- 7.05% |
$18.9K - $31.3K
|
1.04K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-81- 72.32% |
$19.4K - $32.1K
|
31
$9.78K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-85- 87.63% |
$20.3K - $33.7K
|
12
$3.79K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-87- 7.76% |
$20.8K - $34.5K
|
1.03K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-95- 3.82% |
$22.7K - $37.7K
|
2.39K
$755K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
SELL
|
- |
-100- 5.71% |
$23.9K - $39.7K
|
1.65K
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-119- 4.94% |
$28.5K - $47.2K
|
2.29K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-124- 5.19% |
$29.7K - $49.2K
|
2.27K
$715K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-133- 1.09% |
$31.8K - $52.7K
|
12.1K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-134- 14.52% |
$32.1K - $53.1K
|
789
$249K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-146- 36.96% |
$34.9K - $57.9K
|
249
$78.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-151- 13.28% |
$36.1K - $59.9K
|
986
$311K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-151- 7.49% |
$36.1K - $59.9K
|
1.87K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-172- 10.22% |
$41.2K - $68.2K
|
1.51K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-172- 98.29% |
$41.2K - $68.2K
|
3
$946
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-172- 44.44% |
$41.2K - $68.2K
|
215
$67.8K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-175- 17.86% |
$41.9K - $69.4K
|
805
$254K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-180- 17.65% |
$43.1K - $71.4K
|
840
$265K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-181- 4.46% |
$43.3K - $71.8K
|
3.88K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-186- 97.89% |
$44.5K - $73.7K
|
4
$1.26K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-193- 2.47% |
$46.2K - $76.5K
|
7.62K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-204- 2.53% |
$48.8K - $80.9K
|
7.85K
$2.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-212- 1.92% |
$50.7K - $84.1K
|
10.8K
$3.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 3.24% |
$51K - $84.5K
|
6.37K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-227- 70.94% |
$54.3K - $90K
|
93
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-232- 91.34% |
$55.5K - $92K
|
22
$6.94K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-232- 2.39% |
$55.5K - $92K
|
9.46K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-248- 0.56% |
$59.3K - $98.3K
|
44.1K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-251- 18.1% |
$60.1K - $99.5K
|
1.14K
$358K
|
|
|
Aug 27, 2025
Q1 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-257- 7.8% |
$61.5K - $102K
|
3.04K
$958K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-267- 2.85% |
$63.9K - $106K
|
9.12K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-275- 1.86% |
$65.8K - $109K
|
14.5K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-277- 28.41% |
$66.3K - $110K
|
698
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-294- 25.88% |
$70.3K - $117K
|
842
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-302- 18.69% |
$72.3K - $120K
|
1.31K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-314- 11.84% |
$75.1K - $125K
|
2.34K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-327- 20.1% |
$78.2K - $130K
|
1.3K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-355- 23.19% |
$84.9K - $141K
|
1.18K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-358- 25.26% |
$85.7K - $142K
|
1.06K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-360- 18.78% |
$86.1K - $143K
|
1.56K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-362- 32.26% |
$86.6K - $144K
|
760
$240K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-378- 2.48% |
$90.4K - $150K
|
14.8K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-378- 29.01% |
$90.4K - $150K
|
925
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 80.0% |
$95.7K - $159K
|
100
$31.5K
|
|
|
Aug 14, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-412- 2.53% |
$98.6K - $163K
|
15.9K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-414- 3.32% |
$99.1K - $164K
|
12.1K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-424- 13.64% |
$101K - $168K
|
2.68K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-428- 19.72% |
$102K - $170K
|
1.74K
$550K
|