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 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-441- 9.53% |
$106K - $175K
|
4.19K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-446- 7.76% |
$107K - $177K
|
5.3K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-456- 9.38% |
$109K - $181K
|
4.41K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-463- 13.67% |
$111K - $184K
|
2.93K
$868K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-464- 19.12% |
$111K - $184K
|
1.96K
$583K
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-466- 29.0% |
$111K - $185K
|
1.14K
$339K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-498- 7.73% |
$119K - $197K
|
5.95K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-538- 4.07% |
$129K - $213K
|
12.7K
$3.76M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-550- 40.15% |
$132K - $218K
|
820
$243K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-614- 58.09% |
$147K - $243K
|
443
$131K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-622- 8.64% |
$149K - $247K
|
6.58K
$1.95M
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-630- 17.65% |
$151K - $250K
|
2.94K
$872K
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-641- 7.93% |
$153K - $254K
|
7.44K
$2.21M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-641- 51.53% |
$153K - $254K
|
603
$179K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-650- 10.16% |
$156K - $258K
|
5.75K
$1.71M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-650- 22.34% |
$156K - $258K
|
2.26K
$671K
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-660- 31.26% |
$158K - $262K
|
1.45K
$431K
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-678- 37.56% |
$162K - $269K
|
1.13K
$334K
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-720- 41.07% |
$172K - $285K
|
1.03K
$307K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-759- 45.45% |
$182K - $301K
|
911
$270K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-839- 31.76% |
$201K - $333K
|
1.8K
$535K
|
|
May 08, 2025
Q1 2025
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-900- 7.69% |
$215K - $357K
|
10.8K
$3.21M
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.01K- 57.71% |
$242K - $400K
|
740
$220K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.03K- 14.11% |
$246K - $408K
|
6.26K
$1.86M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.05K- 20.94% |
$252K - $418K
|
3.98K
$1.18M
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-1.14K- 24.99% |
$273K - $452K
|
3.42K
$1.01M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.22K- 43.82% |
$291K - $482K
|
1.56K
$462K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 24.32% |
$296K - $490K
|
3.85K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.29K- 8.34% |
$309K - $512K
|
14.2K
$4.21M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.31K- 8.65% |
$314K - $520K
|
13.8K
$4.11M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.34K- 32.43% |
$320K - $531K
|
2.79K
$828K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-1.38K- 9.27% |
$331K - $549K
|
13.5K
$4.02M
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.4K- 47.7% |
$335K - $555K
|
1.54K
$456K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.4K- 3.68% |
$335K - $555K
|
36.7K
$10.9M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.43K- 2.48% |
$343K - $568K
|
56.3K
$16.7M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 24.09% |
$346K - $573K
|
4.55K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.46K- 52.87% |
$348K - $577K
|
1.3K
$385K
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.48K- 2.49% |
$354K - $586K
|
57.9K
$17.2M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.5K- 28.8% |
$358K - $594K
|
3.7K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.51K- 13.88% |
$360K - $597K
|
9.34K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.64K- 16.79% |
$392K - $650K
|
8.12K
$2.41M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.72K- 2.47% |
$411K - $681K
|
67.7K
$20.1M
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.75K- 25.88% |
$419K - $694K
|
5.01K
$1.49M
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.75K- 2.49% |
$419K - $695K
|
68.7K
$20.4M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.76K- 14.96% |
$420K - $696K
|
9.98K
$2.96M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.81K- 56.3% |
$434K - $719K
|
1.41K
$418K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.82K- 11.51% |
$435K - $720K
|
14K
$4.15M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.94K- 2.09% |
$465K - $770K
|
90.8K
$27M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.95K- 48.66% |
$466K - $772K
|
2.05K
$610K
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.95K- 5.7% |
$467K - $774K
|
32.3K
$9.58M
|