Purchases and Sales Made in Q2 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q2 2024. 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, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
419+ 100.0% |
$431K - $724K
|
838
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
418+ 199.05% |
$430K - $722K
|
628
$211K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
411+ 158.69% |
$423K - $710K
|
670
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
411+ 5871.43% |
$423K - $710K
|
418
$140K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
407+ 49.1% |
$419K - $703K
|
1.24K
$415K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
393+ 113.26% |
$404K - $679K
|
740
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
393New |
$404K - $679K
|
393
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
384+ 0.54% |
$395K - $663K
|
71K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
382+ 7.15% |
$393K - $660K
|
5.72K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
382+ 11.76% |
$393K - $660K
|
3.63K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
372+ 288.37% |
$383K - $643K
|
501
$168K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
369+ 3.58% |
$379K - $637K
|
10.7K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
365+ 72.28% |
$375K - $630K
|
870
$292K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
361+ 20.78% |
$371K - $624K
|
2.1K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
361New |
$371K - $624K
|
361
$121K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
360+ 227.85% |
$370K - $622K
|
518
$174K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
353New |
$363K - $610K
|
353
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
330New |
$339K - $570K
|
330
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
325+ 248.09% |
$334K - $561K
|
456
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
323New |
$332K - $558K
|
323
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
310New |
$319K - $535K
|
310
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
300New |
$308K - $518K
|
300
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
299New |
$307K - $516K
|
299
$100K
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
294+ 16.08% |
$302K - $508K
|
2.12K
$713K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
290+ 62.37% |
$298K - $501K
|
755
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
289+ 159.67% |
$297K - $499K
|
470
$158K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
287New |
$295K - $496K
|
287
$96.4K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
284+ 39.44% |
$292K - $491K
|
1K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
283+ 11.21% |
$291K - $489K
|
2.81K
$943K
|
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
282New |
$290K - $487K
|
282
$94.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
272+ 38.42% |
$280K - $470K
|
980
$329K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
264+ 218.18% |
$271K - $456K
|
385
$129K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
263New |
$270K - $454K
|
263
$88.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
261+ 6.42% |
$268K - $451K
|
4.33K
$1.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
259New |
$266K - $447K
|
259
$87K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
241New |
$248K - $416K
|
241
$81K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
233+ 5.46% |
$240K - $402K
|
4.5K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
231+ 48.84% |
$238K - $399K
|
704
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
227New |
$233K - $392K
|
227
$76.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
224New |
$230K - $387K
|
224
$75.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
220New |
$226K - $380K
|
220
$73.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
218+ 126.74% |
$224K - $377K
|
390
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
216New |
$222K - $373K
|
216
$72.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
213+ 77.17% |
$219K - $368K
|
489
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
204+ 2914.29% |
$210K - $352K
|
211
$70.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
200New |
$206K - $345K
|
200
$67.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
200New |
$206K - $345K
|
200
$67.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
200+ 141.84% |
$206K - $345K
|
341
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
200New |
$206K - $345K
|
200
$67.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
200New |
$206K - $345K
|
200
$67.2K
|