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 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15+ 5.03% |
$15.4K - $25.9K
|
313
$97.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13+ 3.75% |
$13.4K - $22.5K
|
360
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13+ 1.33% |
$13.4K - $22.5K
|
991
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
13+ 6.77% |
$13.4K - $22.5K
|
205
$63.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 13.64% |
$12.3K - $20.7K
|
100
$31.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$11.3K - $19K
|
11
$3.43K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$11.3K - $19K
|
11
$3.43K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11New |
$11.3K - $19K
|
11
$3.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
11+ 2.83% |
$11.3K - $19K
|
400
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$10.3K - $17.3K
|
10
$3.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10New |
$10.3K - $17.3K
|
10
$3.11K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10New |
$10.3K - $17.3K
|
10
$3.11K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10+ 4.98% |
$10.3K - $17.3K
|
211
$65.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 4.92% |
$9.25K - $15.5K
|
192
$59.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
9+ 3.93% |
$9.25K - $15.5K
|
238
$74.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8+ 36.36% |
$8.23K - $13.8K
|
30
$9.34K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
8+ 5.13% |
$8.23K - $13.8K
|
164
$51.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 160.0% |
$8.23K - $13.8K
|
13
$4.05K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8+ 133.33% |
$8.23K - $13.8K
|
14
$4.36K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 1.62% |
$8.23K - $13.8K
|
502
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7+ 3.03% |
$7.2K - $12.1K
|
238
$74.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7+ 4.67% |
$7.2K - $12.1K
|
157
$48.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 13.64% |
$6.17K - $10.4K
|
50
$15.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$6.17K - $10.4K
|
6
$1.87K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 200.0% |
$6.17K - $10.4K
|
9
$2.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 14.71% |
$5.14K - $8.64K
|
39
$12.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
5New |
$5.14K - $8.64K
|
5
$1.56K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5New |
$5.14K - $8.64K
|
5
$1.56K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5New |
$5.14K - $8.64K
|
5
$1.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
4+ 11.11% |
$4.11K - $6.91K
|
40
$12.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 400.0% |
$4.11K - $6.91K
|
5
$1.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$4.11K - $6.91K
|
4
$1.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4+ 2.38% |
$4.11K - $6.91K
|
172
$53.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 1.5% |
$3.08K - $5.18K
|
203
$63.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3New |
$3.08K - $5.18K
|
3
$934
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 100.0% |
$3.08K - $5.18K
|
6
$1.87K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 300.0% |
$3.08K - $5.18K
|
4
$1.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 10.53% |
$2.06K - $3.45K
|
21
$6.54K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2+ 40.0% |
$2.06K - $3.45K
|
7
$2.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2New |
$2.06K - $3.45K
|
2
$623
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$2.06K - $3.45K
|
2
$623
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.53% |
$2.06K - $3.45K
|
379
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2New |
$2.06K - $3.45K
|
2
$623
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2New |
$2.06K - $3.45K
|
2
$623
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 25.0% |
$2.06K - $3.45K
|
10
$3.11K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2+ 1.23% |
$2.06K - $3.45K
|
165
$51.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$2.06K - $3.45K
|
2
$623
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2New |
$2.06K - $3.45K
|
2
$623
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 10.0% |
$1.03K - $1.73K
|
11
$3.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$1.03K - $1.73K
|
1
$311
|