Purchases and Sales Made in Q2 2022 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
73New |
$11.1K - $36.6K
|
73
$24.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 7.38% |
$10.2K - $33.6K
|
975
$333K
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
62+ 11.9% |
$9.43K - $31.1K
|
583
$199K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
57+ 20.73% |
$8.67K - $28.6K
|
332
$113K
|
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
56+ 0.8% |
$8.52K - $28.1K
|
7.05K
$2.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
50+ 100.0% |
$7.61K - $25.1K
|
100
$34.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
40New |
$6.09K - $20.1K
|
40
$13.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 195.0% |
$5.93K - $19.5K
|
59
$20.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$5.63K - $18.5K
|
37
$12.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
37+ 1.13% |
$5.63K - $18.5K
|
3.31K
$1.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34+ 7.02% |
$5.17K - $17K
|
518
$177K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
25+ 24.75% |
$3.8K - $12.5K
|
126
$43K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
25+ 83.33% |
$3.8K - $12.5K
|
55
$18.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20New |
$3.04K - $10K
|
20
$6.83K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 200.0% |
$3.04K - $10K
|
30
$10.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
18+ 225.0% |
$2.74K - $9.02K
|
26
$8.87K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$2.74K - $9.02K
|
18
$6.14K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
17+ 23.94% |
$2.59K - $8.52K
|
88
$30K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 25.76% |
$2.59K - $8.52K
|
83
$28.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15New |
$2.28K - $7.52K
|
15
$5.12K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 650.0% |
$1.98K - $6.52K
|
15
$5.12K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12New |
$1.83K - $6.02K
|
12
$4.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
10New |
$1.52K - $5.01K
|
10
$3.41K
|
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10+ 0.12% |
$1.52K - $5.01K
|
8.21K
$2.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
9+ 0.88% |
$1.37K - $4.51K
|
1.03K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7New |
$1.07K - $3.51K
|
7
$2.39K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
6+ 0.3% |
$913 - $3.01K
|
2.02K
$690K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6New |
$913 - $3.01K
|
6
$2.05K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
5New |
$761 - $2.51K
|
5
$1.71K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5New |
$761 - $2.51K
|
5
$1.71K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2+ 1.94% |
$304 - $1K
|
105
$35.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2New |
$304 - $1K
|
2
$683
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2+ 0.35% |
$304 - $1K
|
581
$198K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 14.29% |
$152 - $501
|
8
$2.73K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 100.0% |
$152 - $501
|
2
$683
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.26% |
$304 - $1K
|
768
$262K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3Closed |
$456 - $1.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-3Closed |
$456 - $1.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 7.41% |
$609 - $2.01K
|
50
$17.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 9.52% |
$609 - $2.01K
|
38
$13K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5Closed |
$761 - $2.51K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9- 0.24% |
$1.37K - $4.51K
|
3.8K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9- 0.24% |
$1.37K - $4.51K
|
3.8K
$1.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11Closed |
$1.67K - $5.51K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-13Closed |
$1.98K - $6.52K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18Closed |
$2.74K - $9.02K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20- 2.53% |
$3.04K - $10K
|
770
$263K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-23Closed |
$3.5K - $11.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-24- 0.45% |
$3.65K - $12K
|
5.29K
$1.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-27Closed |
$4.11K - $13.5K
|
0
$0
|