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 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
67+ 40.85% |
$68.9K - $116K
|
231
$71.9K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
65+ 17.66% |
$66.8K - $112K
|
433
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
64+ 3200.0% |
$65.8K - $111K
|
66
$20.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
61+ 28.77% |
$62.7K - $105K
|
273
$85K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
60New |
$61.7K - $104K
|
60
$18.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
59+ 8.27% |
$60.7K - $102K
|
772
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 10.39% |
$57.6K - $96.7K
|
595
$185K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
56+ 1.31% |
$57.6K - $96.7K
|
4.33K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
56+ 19.05% |
$57.6K - $96.7K
|
350
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 15.11% |
$56.6K - $95K
|
419
$130K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
55+ 28.65% |
$56.6K - $95K
|
247
$76.9K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
55+ 7.64% |
$56.6K - $95K
|
775
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$51.4K - $86.4K
|
50
$15.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
48+ 37.21% |
$49.4K - $82.9K
|
177
$55.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
47+ 22.38% |
$48.3K - $81.2K
|
257
$80K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45+ 0.68% |
$46.3K - $77.7K
|
6.64K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
42+ 20.19% |
$43.2K - $72.5K
|
250
$77.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
41+ 23.16% |
$42.2K - $70.8K
|
218
$67.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
39+ 7.13% |
$40.1K - $67.4K
|
586
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39+ 4.29% |
$40.1K - $67.4K
|
948
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39+ 3.9% |
$40.1K - $67.4K
|
1.04K
$323K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37+ 22.42% |
$38K - $63.9K
|
202
$62.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
37New |
$38K - $63.9K
|
37
$11.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
36+ 20.93% |
$37K - $62.2K
|
208
$64.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
36+ 3.56% |
$37K - $62.2K
|
1.05K
$326K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 6.92% |
$36K - $60.5K
|
541
$168K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
35+ 43.75% |
$36K - $60.5K
|
115
$35.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
35+ 22.44% |
$36K - $60.5K
|
191
$59.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
34New |
$35K - $58.7K
|
34
$10.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 72.34% |
$35K - $58.7K
|
81
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
33+ 5.6% |
$33.9K - $57K
|
622
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
33+ 2.75% |
$33.9K - $57K
|
1.23K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30+ 16.22% |
$30.8K - $51.8K
|
215
$67K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
29New |
$29.8K - $50.1K
|
29
$9.03K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
29+ 1450.0% |
$29.8K - $50.1K
|
31
$9.65K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27New |
$27.8K - $46.6K
|
27
$8.41K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 5.28% |
$26.7K - $44.9K
|
518
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
25+ 15.72% |
$25.7K - $43.2K
|
184
$57.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$22.6K - $38K
|
22
$6.85K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21+ 4.29% |
$21.6K - $36.3K
|
511
$159K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
20+ 5.56% |
$20.6K - $34.5K
|
380
$118K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 67.86% |
$19.5K - $32.8K
|
47
$14.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$17.5K - $29.4K
|
17
$5.29K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 8.85% |
$17.5K - $29.4K
|
209
$65.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16New |
$16.5K - $27.6K
|
16
$4.98K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 177.78% |
$16.5K - $27.6K
|
25
$7.79K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
15+ 2.57% |
$15.4K - $25.9K
|
599
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15+ 1.2% |
$15.4K - $25.9K
|
1.27K
$394K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 250.0% |
$15.4K - $25.9K
|
21
$6.54K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
15+ 0.33% |
$15.4K - $25.9K
|
4.52K
$1.41M
|