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 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
602+ 24.14% |
$144K - $239K
|
3.1K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
597+ 23.78% |
$143K - $237K
|
3.11K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
596+ 34.65% |
$143K - $236K
|
2.32K
$961K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
594+ 49.13% |
$142K - $236K
|
1.8K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
592+ 16.54% |
$142K - $235K
|
4.17K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
584+ 77.66% |
$140K - $232K
|
1.34K
$554K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
582+ 348.5% |
$139K - $231K
|
749
$311K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
580New |
$139K - $230K
|
580
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
556+ 51.15% |
$133K - $220K
|
1.64K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
509+ 140.61% |
$122K - $202K
|
871
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
508+ 55.82% |
$122K - $201K
|
1.42K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
507+ 7.99% |
$121K - $201K
|
6.85K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
505+ 62.12% |
$121K - $200K
|
1.32K
$547K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
501+ 6.24% |
$120K - $199K
|
8.53K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
500New |
$120K - $198K
|
500
$207K
|
|
|
May 14, 2025
Q1 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
500+ 9.8% |
$120K - $198K
|
5.6K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
495+ 43.16% |
$118K - $196K
|
1.64K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
494+ 36.81% |
$118K - $196K
|
1.84K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
487+ 54.11% |
$117K - $193K
|
1.39K
$575K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
484+ 69.04% |
$116K - $192K
|
1.19K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
471+ 55.28% |
$113K - $187K
|
1.32K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
465+ 9.46% |
$111K - $184K
|
5.38K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
464+ 2.07% |
$111K - $184K
|
22.9K
$9.51M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
461+ 43.49% |
$110K - $183K
|
1.52K
$631K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
458+ 21.14% |
$110K - $182K
|
2.62K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
454+ 3.0% |
$109K - $180K
|
15.6K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
439+ 14.12% |
$105K - $174K
|
3.55K
$1.47M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
435+ 6.76% |
$104K - $172K
|
6.87K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
435+ 6.76% |
$104K - $172K
|
6.87K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
429+ 715.0% |
$103K - $170K
|
489
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
428+ 35.02% |
$102K - $170K
|
1.65K
$685K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
424+ 0.79% |
$101K - $168K
|
54.1K
$22.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
423+ 36.0% |
$101K - $168K
|
1.6K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
403+ 5.41% |
$96.4K - $160K
|
7.85K
$3.26M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
395+ 43.08% |
$94.5K - $157K
|
1.31K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
380+ 26.39% |
$90.9K - $151K
|
1.82K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
378+ 14.89% |
$90.4K - $150K
|
2.92K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
373+ 10.26% |
$89.2K - $148K
|
4.01K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
369+ 30.78% |
$88.3K - $146K
|
1.57K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
363+ 13.44% |
$86.9K - $144K
|
3.06K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
356+ 0.7% |
$85.2K - $141K
|
51.3K
$21.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
356+ 28.48% |
$85.2K - $141K
|
1.61K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
354+ 5.11% |
$84.7K - $140K
|
7.28K
$3.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
354+ 5.6% |
$84.7K - $140K
|
6.67K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
349+ 28.4% |
$83.5K - $138K
|
1.58K
$655K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
349+ 160.09% |
$83.5K - $138K
|
567
$235K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
346+ 0.79% |
$82.8K - $137K
|
43.9K
$18.2M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
343+ 5.25% |
$82.1K - $136K
|
6.87K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
339+ 31.89% |
$81.1K - $134K
|
1.4K
$582K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
338+ 482.86% |
$80.9K - $134K
|
408
$169K
|