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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.24K+ 10.45% |
$296K - $490K
|
13.1K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.22K+ 22.2% |
$292K - $485K
|
6.73K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.22K+ 49.59% |
$292K - $483K
|
3.68K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.2KNew |
$287K - $476K
|
1.2K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.19KNew |
$284K - $470K
|
1.19K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.18K+ 79.88% |
$283K - $469K
|
2.66K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.18KNew |
$281K - $466K
|
1.18K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.17KNew |
$280K - $464K
|
1.17K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.16KNew |
$278K - $460K
|
1.16K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15K+ 1.04% |
$275K - $456K
|
112K
$46.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 19.54% |
$272K - $451K
|
6.96K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.13K+ 8.4% |
$270K - $447K
|
14.6K
$6.04M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.11KNew |
$266K - $440K
|
1.11K
$461K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.11K+ 33.31% |
$265K - $439K
|
4.43K
$1.84M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.1K+ 37.23% |
$263K - $436K
|
4.06K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.09K+ 99.27% |
$261K - $433K
|
2.19K
$910K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.09KNew |
$261K - $433K
|
1.09K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09K+ 24.39% |
$261K - $432K
|
5.55K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 11.36% |
$257K - $427K
|
10.5K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.07K+ 77.56% |
$256K - $423K
|
2.45K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.05K+ 12.21% |
$251K - $415K
|
9.62K
$3.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.04K+ 20.89% |
$249K - $413K
|
6.03K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
1.03KNew |
$247K - $410K
|
1.03K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.02K+ 25.77% |
$244K - $404K
|
4.98K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.02KNew |
$243K - $402K
|
1.02K
$421K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.01KNew |
$242K - $400K
|
1.01K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 17.53% |
$240K - $397K
|
6.72K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1KNew |
$239K - $397K
|
1K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1K+ 28.57% |
$239K - $397K
|
4.5K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
998+ 32.2% |
$239K - $396K
|
4.1K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
996+ 90.71% |
$238K - $395K
|
2.09K
$869K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
980New |
$234K - $389K
|
980
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
968New |
$232K - $384K
|
968
$402K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
965+ 38.52% |
$231K - $383K
|
3.47K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
965+ 116.27% |
$231K - $383K
|
1.8K
$745K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
950New |
$227K - $377K
|
950
$394K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
950New |
$227K - $377K
|
950
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
948New |
$227K - $376K
|
948
$393K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
938New |
$224K - $372K
|
938
$389K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
931New |
$223K - $369K
|
931
$386K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
931New |
$223K - $369K
|
931
$386K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
919+ 57.91% |
$220K - $364K
|
2.51K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
919New |
$220K - $364K
|
919
$381K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
910New |
$218K - $361K
|
910
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
900New |
$215K - $357K
|
900
$373K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
899New |
$215K - $356K
|
899
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
881+ 3.26% |
$211K - $349K
|
27.9K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
874+ 3.85% |
$209K - $347K
|
23.6K
$9.77M
|