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
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.01K- 16.33% |
$482K - $799K
|
10.3K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.05K- 15.56% |
$491K - $813K
|
11.1K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.1K- 4.38% |
$502K - $832K
|
45.8K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.17K- 14.66% |
$519K - $861K
|
12.6K
$3.99M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.18K- 5.8% |
$522K - $866K
|
35.4K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.28K- 59.55% |
$546K - $904K
|
1.55K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-2.3K- 7.62% |
$550K - $912K
|
27.9K
$8.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.64K- 12.72% |
$631K - $1.05M
|
18.1K
$5.71M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.02K- 36.36% |
$724K - $1.2M
|
5.29K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.08K- 20.22% |
$737K - $1.22M
|
12.2K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.14K- 73.61% |
$752K - $1.25M
|
1.13K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.28K- 76.4% |
$784K - $1.3M
|
1.01K
$319K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.46K- 67.2% |
$827K - $1.37M
|
1.69K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.61K- 45.73% |
$864K - $1.43M
|
4.29K
$1.35M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-3.72K- 54.23% |
$890K - $1.47M
|
3.14K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.82K- 2.31% |
$914K - $1.51M
|
161K
$50.9M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-4.65K- 30.59% |
$1.11M - $1.84M
|
10.6K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.82K- 40.84% |
$1.15M - $1.91M
|
6.98K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-5.08K- 31.7% |
$1.21M - $2.01M
|
10.9K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-6.04K- 20.7% |
$1.44M - $2.39M
|
23.1K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-6.07K- 35.36% |
$1.45M - $2.41M
|
11.1K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.08K- 27.82% |
$1.45M - $2.41M
|
15.8K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-6.44K- 90.21% |
$1.54M - $2.55M
|
699
$221K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.78K- 10.49% |
$1.62M - $2.69M
|
57.8K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Hel Ved Capital Management LTD
Central, K3 |
SELL
|
- |
-6.86K- 79.63% |
$1.64M - $2.72M
|
1.76K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7.71K- 9.84% |
$1.84M - $3.06M
|
70.6K
$22.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-7.72K- 8.1% |
$1.85M - $3.06M
|
87.6K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-9K- 92.32% |
$2.15M - $3.57M
|
749
$236K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.2K- 85.27% |
$2.2M - $3.65M
|
1.59K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.35K- 48.23% |
$2.24M - $3.71M
|
10K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.77K- 80.54% |
$2.34M - $3.87M
|
2.36K
$745K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
SELL
|
- |
-11.5K- 13.29% |
$2.75M - $4.56M
|
75K
$23.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 8.89% |
$2.77M - $4.59M
|
119K
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-13.6K- 12.62% |
$3.24M - $5.38M
|
93.9K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.6K- 39.54% |
$3.26M - $5.39M
|
20.8K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-13.8K- 58.16% |
$3.3M - $5.47M
|
9.93K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-14.4K- 94.1% |
$3.44M - $5.7M
|
901
$284K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-14.6K- 75.1% |
$3.49M - $5.79M
|
4.84K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15K- 27.9% |
$3.59M - $5.96M
|
38.8K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.2K- 27.61% |
$3.63M - $6.01M
|
39.7K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.8K- 50.03% |
$3.78M - $6.26M
|
15.8K
$4.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-16K- 37.45% |
$3.83M - $6.35M
|
26.8K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-19.1K- 64.91% |
$4.57M - $7.57M
|
10.3K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-20.1K- 84.86% |
$4.8M - $7.95M
|
3.58K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-20.1K- 61.53% |
$4.82M - $7.98M
|
12.6K
$3.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-24.8K- 15.45% |
$5.92M - $9.82M
|
135K
$42.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.1K- 96.97% |
$6.73M - $11.2M
|
880
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-33.4K- 94.88% |
$7.98M - $13.2M
|
1.8K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-34.6K- 89.44% |
$8.29M - $13.7M
|
4.09K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-35.5K- 32.59% |
$8.49M - $14.1M
|
73.4K
$23.2M
|