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 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1- 0.11% |
$271 - $342
|
900
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2- 0.46% |
$542 - $685
|
429
$146K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 28.57% |
$542 - $685
|
5
$1.71K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3- 0.06% |
$813 - $1.03K
|
5.07K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-6- 0.64% |
$1.63K - $2.05K
|
927
$316K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8- 0.31% |
$2.17K - $2.74K
|
2.58K
$879K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 2.47% |
$5.42K - $6.85K
|
790
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23- 1.91% |
$6.23K - $7.88K
|
1.18K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-26- 0.13% |
$7.05K - $8.9K
|
19.9K
$6.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26- 0.09% |
$7.05K - $8.9K
|
28.6K
$9.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30- 4.13% |
$8.13K - $10.3K
|
696
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-44- 50.0% |
$11.9K - $15.1K
|
44
$15K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-48- 30.19% |
$13K - $16.4K
|
111
$37.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 96.08% |
$13.3K - $16.8K
|
2
$683
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-49- 1.24% |
$13.3K - $16.8K
|
3.9K
$1.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 3.29% |
$13.6K - $17.1K
|
1.47K
$502K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-65- 4.16% |
$17.6K - $22.3K
|
1.5K
$511K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-87- 2.63% |
$23.6K - $29.8K
|
3.22K
$1.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-90- 94.74% |
$24.4K - $30.8K
|
5
$1.71K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-99- 0.78% |
$26.8K - $33.9K
|
12.5K
$4.27M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-125- 3.64% |
$33.9K - $42.8K
|
3.31K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-135- 15.55% |
$36.6K - $46.2K
|
733
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-178- 24.72% |
$48.2K - $61K
|
542
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-189- 4.5% |
$51.2K - $64.7K
|
4.01K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-192- 17.31% |
$52K - $65.7K
|
917
$313K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-195- 8.75% |
$52.8K - $66.8K
|
2.03K
$694K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-206- 25.91% |
$55.8K - $70.5K
|
589
$201K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-210- 20.19% |
$56.9K - $71.9K
|
830
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-211- 78.15% |
$57.2K - $72.3K
|
59
$20.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-226- 13.22% |
$61.2K - $77.4K
|
1.48K
$506K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-227- 27.09% |
$61.5K - $77.7K
|
611
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-255- 20.51% |
$69.1K - $87.3K
|
988
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-430- 0.38% |
$117K - $147K
|
113K
$38.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-430- 23.06% |
$117K - $147K
|
1.44K
$490K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-540- 4.67% |
$146K - $185K
|
11K
$3.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-600- 2.37% |
$163K - $205K
|
24.7K
$8.44M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-613- 11.53% |
$166K - $210K
|
4.7K
$1.61M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-692- 48.94% |
$188K - $237K
|
722
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-701- 8.11% |
$190K - $240K
|
7.94K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-800- 8.85% |
$217K - $274K
|
8.24K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.03K- 15.04% |
$278K - $351K
|
5.79K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.22K- 14.87% |
$330K - $417K
|
6.98K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1.32K- 39.55% |
$358K - $453K
|
2.02K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 33.6% |
$432K - $546K
|
3.15K
$1.07M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.73K- 74.38% |
$469K - $592K
|
596
$203K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.82K- 55.44% |
$493K - $623K
|
1.46K
$499K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.97K- 9.99% |
$804K - $1.02M
|
26.7K
$9.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-2.97K- 6.75% |
$805K - $1.02M
|
41K
$14M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.11K- 47.45% |
$843K - $1.06M
|
3.44K
$1.18M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.92K- 28.76% |
$1.06M - $1.34M
|
9.71K
$3.31M
|