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 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.89K+ 178.88% |
$930K - $1.54M
|
6.06K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.87K+ 44.31% |
$926K - $1.53M
|
12.6K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.8K+ 26.19% |
$909K - $1.51M
|
18.3K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.76K+ 51.93% |
$900K - $1.49M
|
11K
$4.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.75K+ 43.03% |
$897K - $1.49M
|
12.5K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.72K+ 26.75% |
$889K - $1.47M
|
17.6K
$7.31M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.65K+ 27.14% |
$873K - $1.45M
|
17.1K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.64KNew |
$870K - $1.44M
|
3.64K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.63KNew |
$868K - $1.44M
|
3.63K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.6K+ 27.27% |
$861K - $1.43M
|
16.8K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.54K+ 14.51% |
$848K - $1.4M
|
28K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.4K+ 119.75% |
$814K - $1.35M
|
6.24K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.36K+ 7.79% |
$803K - $1.33M
|
46.4K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.32K+ 226.38% |
$795K - $1.32M
|
4.79K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.24KNew |
$776K - $1.29M
|
3.24K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 20.33% |
$774K - $1.28M
|
19.1K
$7.94M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
3.16K+ 11.81% |
$757K - $1.25M
|
29.9K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.11K+ 39.07% |
$745K - $1.23M
|
11.1K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.08K+ 12.28% |
$738K - $1.22M
|
28.2K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.06K+ 59.68% |
$733K - $1.21M
|
8.19K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.04K+ 15.76% |
$727K - $1.21M
|
22.3K
$9.27M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
3.01KNew |
$721K - $1.19M
|
3.01K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.01KNew |
$720K - $1.19M
|
3.01K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.97K+ 20.13% |
$711K - $1.18M
|
17.7K
$7.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.96KNew |
$709K - $1.17M
|
2.96K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
2.95K+ 285.2% |
$706K - $1.17M
|
3.98K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
2.95K+ 6.36% |
$705K - $1.17M
|
49.3K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.91KNew |
$697K - $1.15M
|
2.91K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
2.89K+ 97.15% |
$692K - $1.15M
|
5.87K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.81K+ 30.16% |
$673K - $1.12M
|
12.1K
$5.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.73KNew |
$653K - $1.08M
|
2.73K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.72K+ 50.31% |
$650K - $1.08M
|
8.12K
$3.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.66KNew |
$637K - $1.06M
|
2.66K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.53K+ 43.75% |
$606K - $1M
|
8.32K
$3.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.51KNew |
$601K - $995K
|
2.51K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.5K+ 29.41% |
$598K - $991K
|
11K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.45K+ 14.95% |
$587K - $973K
|
18.9K
$7.83M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.42KNew |
$579K - $959K
|
2.42K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.4K+ 318.41% |
$575K - $953K
|
3.16K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
2.4KNew |
$575K - $953K
|
2.4K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.34K+ 4.14% |
$560K - $927K
|
58.9K
$24.4M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.33K+ 168.97% |
$556K - $922K
|
3.7K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.32K+ 3.49% |
$556K - $921K
|
68.8K
$28.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.24K+ 23.59% |
$535K - $887K
|
11.7K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.22K+ 28.98% |
$532K - $881K
|
9.89K
$4.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.11K+ 19.55% |
$505K - $837K
|
12.9K
$5.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11K+ 22.57% |
$504K - $836K
|
11.4K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.08K+ 108.63% |
$497K - $824K
|
3.99K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.07K+ 30.71% |
$496K - $822K
|
8.83K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.05KNew |
$490K - $811K
|
2.05K
$849K
|