Purchases and Sales Made in Q2 2023 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
356+ 13.1% |
$96.5K - $122K
|
3.07K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
320+ 44.51% |
$86.7K - $110K
|
1.04K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
301+ 24.63% |
$81.6K - $103K
|
1.52K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
287+ 2.5% |
$77.8K - $98.3K
|
11.8K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
273+ 7.77% |
$74K - $93.5K
|
3.79K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
267+ 12.78% |
$72.4K - $91.4K
|
2.36K
$804K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
225+ 20.81% |
$61K - $77K
|
1.31K
$446K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
219New |
$59.3K - $75K
|
219
$74.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
211+ 9.81% |
$57.2K - $72.3K
|
2.36K
$806K
|
|
|
Aug 09, 2023
Q2 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
200+ 2.67% |
$54.2K - $68.5K
|
7.7K
$2.63M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 68.49% |
$40.7K - $51.4K
|
369
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
137+ 17.65% |
$37.1K - $46.9K
|
913
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
120+ 120.0% |
$32.5K - $41.1K
|
220
$75.1K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
118New |
$32K - $40.4K
|
118
$40.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
118+ 10.98% |
$32K - $40.4K
|
1.19K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
104+ 9.56% |
$28.2K - $35.6K
|
1.19K
$407K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
100+ 8.33% |
$27.1K - $34.2K
|
1.3K
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99+ 22.76% |
$26.8K - $33.9K
|
534
$182K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
93+ 44.71% |
$25.2K - $31.8K
|
301
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
91+ 3.7% |
$24.7K - $31.2K
|
2.55K
$871K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
83+ 15.93% |
$22.5K - $28.4K
|
604
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 4.12% |
$20.9K - $26.4K
|
1.95K
$664K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
74+ 6.0% |
$20.1K - $25.3K
|
1.31K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
68New |
$18.4K - $23.3K
|
68
$23.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
65+ 12.75% |
$17.6K - $22.3K
|
575
$196K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
51New |
$13.8K - $17.5K
|
51
$17.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50New |
$13.6K - $17.1K
|
50
$17.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
44+ 14.06% |
$11.9K - $15.1K
|
357
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36+ 3.05% |
$9.76K - $12.3K
|
1.22K
$415K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
36+ 3.96% |
$9.76K - $12.3K
|
944
$322K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
32New |
$8.67K - $11K
|
32
$10.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
27+ 10.59% |
$7.32K - $9.25K
|
282
$96.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 58.82% |
$5.42K - $6.85K
|
54
$18.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 2.99% |
$5.42K - $6.85K
|
688
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20+ 2.0% |
$5.42K - $6.85K
|
1.02K
$347K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$5.15K - $6.51K
|
19
$6.48K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18New |
$4.88K - $6.16K
|
18
$6.14K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14+ 200.0% |
$3.79K - $4.79K
|
21
$7.17K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 325.0% |
$3.52K - $4.45K
|
17
$5.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.17% |
$3.25K - $4.11K
|
7.24K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$2.98K - $3.77K
|
11
$3.75K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 1.43% |
$2.98K - $3.77K
|
782
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 58.82% |
$2.71K - $3.42K
|
27
$9.21K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$813 - $1.03K
|
3
$1.02K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3New |
$813 - $1.03K
|
3
$1.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$542 - $685
|
2
$683
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$542 - $685
|
2
$683
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 33.33% |
$271 - $342
|
4
$1.37K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|