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
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.82KNew |
$1.63M - $2.7M
|
6.82K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.79K+ 86.31% |
$1.62M - $2.69M
|
14.7K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.72KNew |
$1.61M - $2.66M
|
6.72K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.55K+ 179.9% |
$1.57M - $2.6M
|
10.2K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.52K+ 592.1% |
$1.56M - $2.58M
|
7.62K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.46K+ 131.88% |
$1.55M - $2.56M
|
11.4K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
6.44K+ 32.65% |
$1.54M - $2.55M
|
26.2K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.4KNew |
$1.53M - $2.54M
|
6.4K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
6.39K+ 34.44% |
$1.53M - $2.53M
|
24.9K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.36K+ 791.91% |
$1.52M - $2.52M
|
7.16K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
6.21KNew |
$1.49M - $2.46M
|
6.21K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.17K+ 1208.22% |
$1.48M - $2.45M
|
6.69K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.16K+ 108.08% |
$1.47M - $2.44M
|
11.9K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.14K+ 1022.67% |
$1.47M - $2.43M
|
6.74K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.11K+ 16.58% |
$1.46M - $2.42M
|
42.9K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.06K+ 5.81% |
$1.45M - $2.4M
|
111K
$45.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 248.07% |
$1.43M - $2.37M
|
8.39K
$3.48M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.86KNew |
$1.4M - $2.32M
|
5.86K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.73K+ 557.55% |
$1.37M - $2.27M
|
6.75K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.38K+ 268.85% |
$1.29M - $2.13M
|
7.38K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.35K+ 40.18% |
$1.28M - $2.12M
|
18.7K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.28K+ 153.42% |
$1.26M - $2.09M
|
8.72K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.24K+ 134.81% |
$1.25M - $2.08M
|
9.12K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.12K+ 9.67% |
$1.23M - $2.03M
|
58.1K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.96K+ 412.81% |
$1.19M - $1.97M
|
6.16K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.93K+ 41.21% |
$1.18M - $1.96M
|
16.9K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.81K+ 51.69% |
$1.15M - $1.91M
|
14.1K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74KNew |
$1.13M - $1.88M
|
4.74K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.65K+ 130.54% |
$1.11M - $1.84M
|
8.21K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.63K+ 249.22% |
$1.11M - $1.84M
|
6.49K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.54K+ 16.95% |
$1.09M - $1.8M
|
31.3K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.46K+ 0.69% |
$1.07M - $1.77M
|
653K
$271M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.4K+ 919.0% |
$1.05M - $1.75M
|
4.88K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.38KNew |
$1.05M - $1.74M
|
4.38K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.32K+ 571.79% |
$1.03M - $1.71M
|
5.07K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.31KNew |
$1.03M - $1.71M
|
4.31K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.29KNew |
$1.03M - $1.7M
|
4.29K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.29KNew |
$1.03M - $1.7M
|
4.29K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.25K+ 39.42% |
$1.02M - $1.68M
|
15K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.24K+ 31.49% |
$1.01M - $1.68M
|
17.7K
$7.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.04KNew |
$966K - $1.6M
|
4.04K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
4.02K+ 205.32% |
$961K - $1.59M
|
5.97K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4K+ 33.67% |
$957K - $1.59M
|
15.9K
$6.59M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
4K+ 29.85% |
$957K - $1.59M
|
17.4K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.98K+ 17.74% |
$953K - $1.58M
|
26.4K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.97K+ 12.79% |
$949K - $1.57M
|
35K
$14.5M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
3.95KNew |
$945K - $1.57M
|
3.95K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.93K+ 3.81% |
$941K - $1.56M
|
107K
$44.4M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 8.9% |
$939K - $1.56M
|
48K
$19.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.92K+ 82.19% |
$938K - $1.55M
|
8.69K
$3.6M
|