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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
BUY
|
- |
200New |
$206K - $345K
|
200
$73.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
198+ 30.37% |
$204K - $342K
|
850
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 20.23% |
$197K - $332K
|
1.14K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
191+ 26.34% |
$196K - $330K
|
916
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
190New |
$195K - $328K
|
190
$69.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
186+ 31.05% |
$191K - $321K
|
785
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
183+ 27.64% |
$188K - $316K
|
845
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
181+ 31.26% |
$186K - $313K
|
760
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
178+ 73.25% |
$183K - $307K
|
421
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
172New |
$177K - $297K
|
172
$63.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
171New |
$176K - $295K
|
171
$62.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
166+ 73.78% |
$171K - $287K
|
391
$143K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
158+ 13.93% |
$162K - $273K
|
1.29K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
156+ 2.24% |
$160K - $269K
|
7.13K
$2.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
156+ 59.32% |
$160K - $269K
|
419
$154K
|
|
|
Jul 31, 2024
Q2 2024
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
153New |
$157K - $264K
|
153
$56.2K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
150New |
$154K - $259K
|
150
$55.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
148+ 1480.0% |
$152K - $256K
|
158
$58K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
145+ 2416.67% |
$149K - $250K
|
151
$55.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144+ 87.8% |
$148K - $249K
|
308
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
143+ 198.61% |
$147K - $247K
|
215
$78.9K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
140+ 42.17% |
$144K - $242K
|
472
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
130+ 20.73% |
$134K - $225K
|
757
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
129+ 18.51% |
$133K - $223K
|
826
$303K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
125+ 23.06% |
$129K - $216K
|
667
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
122+ 5.87% |
$125K - $211K
|
2.2K
$807K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
122New |
$125K - $211K
|
122
$44.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 52.75% |
$118K - $199K
|
333
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113+ 14.85% |
$116K - $195K
|
874
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
110New |
$113K - $190K
|
110
$40.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108+ 144.0% |
$111K - $187K
|
183
$67.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
104+ 24.76% |
$107K - $180K
|
524
$192K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
103+ 33.77% |
$106K - $178K
|
408
$150K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$103K - $173K
|
100
$36.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
99+ 51.83% |
$102K - $171K
|
290
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
97+ 16.87% |
$99.7K - $168K
|
672
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 26.16% |
$98.7K - $166K
|
463
$170K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
96+ 26.16% |
$98.7K - $166K
|
463
$170K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
91+ 75.83% |
$93.6K - $157K
|
211
$77.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
90+ 900.0% |
$92.5K - $155K
|
100
$36.7K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
87+ 10.88% |
$89.5K - $150K
|
887
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
81+ 31.64% |
$83.3K - $140K
|
337
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 800.0% |
$82.3K - $138K
|
90
$33K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
79+ 21.47% |
$81.2K - $136K
|
447
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
78+ 11.03% |
$80.2K - $135K
|
785
$288K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
77New |
$79.2K - $133K
|
77
$28.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75+ 33.94% |
$77.1K - $130K
|
296
$109K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
70+ 16.95% |
$72K - $121K
|
483
$177K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
68+ 6.55% |
$69.9K - $117K
|
1.11K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
67+ 40.85% |
$68.9K - $116K
|
231
$84.8K
|