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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.04K+ 36.87% |
$487K - $807K
|
7.55K
$3.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 4.16% |
$479K - $793K
|
50.1K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
2KNew |
$478K - $792K
|
2K
$829K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.96K+ 33.65% |
$469K - $777K
|
7.78K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.93K+ 1283.33% |
$461K - $763K
|
2.08K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
1.9KNew |
$455K - $753K
|
1.9K
$788K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.9K+ 14.46% |
$454K - $753K
|
15K
$6.24M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.9KNew |
$453K - $751K
|
1.9K
$786K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.89KNew |
$452K - $749K
|
1.89K
$784K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.88K+ 35.44% |
$450K - $746K
|
7.19K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.88K+ 18.48% |
$450K - $746K
|
12.1K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
1.88K+ 38.52% |
$450K - $745K
|
6.76K
$2.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.84K+ 29.08% |
$439K - $728K
|
8.15K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.83K+ 21.1% |
$438K - $726K
|
10.5K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.83K+ 20.33% |
$437K - $725K
|
10.8K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 78.98% |
$437K - $724K
|
4.14K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.81K+ 84.86% |
$432K - $716K
|
3.93K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.8K+ 60.01% |
$431K - $714K
|
4.81K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.79K+ 11.24% |
$427K - $708K
|
17.7K
$7.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 90.29% |
$427K - $708K
|
3.76K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.75K+ 48.95% |
$418K - $693K
|
5.32K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.75K+ 54.35% |
$418K - $693K
|
4.97K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.74K+ 40.76% |
$417K - $691K
|
6.02K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.74KNew |
$416K - $690K
|
1.74K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
1.71K+ 14.18% |
$409K - $678K
|
13.8K
$5.72M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.71K+ 12.45% |
$409K - $678K
|
15.4K
$6.41M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.68K+ 44.73% |
$402K - $666K
|
5.43K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.64K+ 27.56% |
$392K - $650K
|
7.59K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
1.64KNew |
$392K - $649K
|
1.64K
$679K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.62KNew |
$388K - $642K
|
1.62K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.62K+ 45.94% |
$387K - $641K
|
5.14K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.59K+ 291.9% |
$379K - $628K
|
2.13K
$883K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.55KNew |
$371K - $615K
|
1.55K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.55K+ 13.17% |
$370K - $613K
|
13.3K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.44K+ 42.99% |
$345K - $571K
|
4.79K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.44KNew |
$344K - $571K
|
1.44K
$597K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 50.28% |
$343K - $569K
|
4.29K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.43KNew |
$342K - $567K
|
1.43K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.42KNew |
$339K - $561K
|
1.42K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.41KNew |
$336K - $557K
|
1.41K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.39K+ 64.89% |
$332K - $550K
|
3.53K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 28.41% |
$327K - $542K
|
6.18K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.36K+ 28.3% |
$325K - $538K
|
6.16K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 108.24% |
$324K - $536K
|
2.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.3KNew |
$312K - $517K
|
1.3K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.3KNew |
$311K - $516K
|
1.3K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.29KNew |
$309K - $511K
|
1.29K
$535K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.27K+ 28.99% |
$304K - $504K
|
5.65K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.25K+ 9.2% |
$300K - $496K
|
14.9K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$297K - $492K
|
1.24K
$515K
|