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 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 5.0% |
$1.03K - $1.73K
|
19
$6.38K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1- 0.56% |
$1.03K - $1.73K
|
179
$60.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.51% |
$1.03K - $1.73K
|
197
$66.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 16.67% |
$1.03K - $1.73K
|
5
$1.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2- 1.01% |
$2.06K - $3.45K
|
196
$65.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2Closed |
$2.06K - $3.45K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 4.0% |
$2.06K - $3.45K
|
48
$16.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2- 7.69% |
$2.06K - $3.45K
|
24
$8.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4- 66.67% |
$4.11K - $6.91K
|
2
$672
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.97% |
$5.14K - $8.64K
|
510
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.57% |
$5.14K - $8.64K
|
869
$292K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5- 4.42% |
$5.14K - $8.64K
|
108
$36.3K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-5- 50.0% |
$5.14K - $8.64K
|
5
$1.68K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6- 3.05% |
$6.17K - $10.4K
|
191
$64.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7- 2.8% |
$7.2K - $12.1K
|
243
$81.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7- 2.71% |
$7.2K - $12.1K
|
251
$84.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 3.38% |
$7.2K - $12.1K
|
200
$67.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-8- 0.5% |
$8.23K - $13.8K
|
1.58K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8- 2.59% |
$8.23K - $13.8K
|
301
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8- 0.15% |
$8.23K - $13.8K
|
5.25K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
SELL
|
- |
-9- 2.08% |
$9.25K - $15.5K
|
423
$142K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 47.62% |
$10.3K - $17.3K
|
11
$3.7K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-10- 29.41% |
$10.3K - $17.3K
|
24
$8.06K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 31.25% |
$10.3K - $17.3K
|
22
$7.39K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11- 0.74% |
$11.3K - $19K
|
1.48K
$497K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-12- 4.55% |
$12.3K - $20.7K
|
252
$84.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-12- 0.91% |
$12.3K - $20.7K
|
1.3K
$438K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 22.22% |
$12.3K - $20.7K
|
42
$14.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13- 2.63% |
$13.4K - $22.5K
|
482
$162K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-13- 37.14% |
$13.4K - $22.5K
|
22
$7.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-14- 0.93% |
$14.4K - $24.2K
|
1.5K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 53.13% |
$17.5K - $29.4K
|
15
$5.04K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-19- 4.24% |
$19.5K - $32.8K
|
429
$144K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19- 30.16% |
$19.5K - $32.8K
|
44
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20- 6.21% |
$20.6K - $34.5K
|
302
$101K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-22- 0.65% |
$22.6K - $38K
|
3.38K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-24- 0.66% |
$24.7K - $41.5K
|
3.59K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 2.75% |
$24.7K - $41.5K
|
850
$286K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 2.69% |
$25.7K - $43.2K
|
903
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-28- 14.74% |
$28.8K - $48.4K
|
162
$54.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-32- 10.32% |
$32.9K - $55.3K
|
278
$93.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-33- 12.31% |
$33.9K - $57K
|
235
$78.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 7.57% |
$33.9K - $57K
|
403
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-35- 2.64% |
$36K - $60.5K
|
1.29K
$434K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-36- 0.72% |
$37K - $62.2K
|
4.99K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38- 3.61% |
$39.1K - $65.6K
|
1.02K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-40- 16.53% |
$41.1K - $69.1K
|
202
$67.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-41- 18.55% |
$42.2K - $70.8K
|
180
$60.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-41- 10.38% |
$42.2K - $70.8K
|
354
$119K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-43- 12.68% |
$44.2K - $74.3K
|
296
$99.4K
|