Purchases and Sales Made in Q2 2025 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q2 2025. 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 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
517New |
$123K - $218K
|
517
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
515New |
$123K - $217K
|
515
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
510New |
$121K - $215K
|
510
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
507New |
$121K - $214K
|
507
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
500New |
$119K - $211K
|
500
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
BUY
|
- |
500New |
$119K - $211K
|
500
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
496New |
$118K - $209K
|
496
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
469+ 28.55% |
$112K - $198K
|
2.11K
$876K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
447+ 27.09% |
$106K - $188K
|
2.1K
$870K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
414+ 3.34% |
$98.5K - $175K
|
12.8K
$5.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
414+ 3.83% |
$98.5K - $175K
|
11.2K
$4.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
368+ 1.28% |
$87.6K - $155K
|
29.1K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
322+ 27.93% |
$76.6K - $136K
|
1.48K
$612K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
299+ 16.61% |
$71.1K - $126K
|
2.1K
$871K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
291+ 15.28% |
$69.2K - $123K
|
2.2K
$911K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
283New |
$67.3K - $119K
|
283
$117K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
255+ 8.35% |
$60.7K - $108K
|
3.31K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
251New |
$59.7K - $106K
|
251
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 4.33% |
$59.7K - $106K
|
6.05K
$2.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
213+ 25.66% |
$50.7K - $89.8K
|
1.04K
$433K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
190+ 54.76% |
$45.2K - $80.1K
|
537
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
190+ 8.02% |
$45.2K - $80.1K
|
2.56K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
185+ 18.76% |
$44K - $78K
|
1.17K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
179+ 1.21% |
$42.6K - $75.5K
|
14.9K
$6.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
156+ 6.45% |
$37.1K - $65.8K
|
2.57K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
150+ 6.48% |
$35.7K - $63.2K
|
2.47K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150+ 10.0% |
$35.7K - $63.2K
|
1.65K
$685K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
149+ 47.3% |
$35.5K - $62.8K
|
464
$193K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
141+ 1.8% |
$33.6K - $59.4K
|
7.99K
$3.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
131+ 163.75% |
$31.2K - $55.2K
|
211
$87.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
130+ 16.25% |
$30.9K - $54.8K
|
930
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
126New |
$30K - $53.1K
|
126
$52.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
115+ 3.85% |
$27.4K - $48.5K
|
3.1K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100+ 6.51% |
$23.8K - $42.2K
|
1.64K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
100+ 9.9% |
$23.8K - $42.2K
|
1.11K
$461K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
100+ 12.39% |
$23.8K - $42.2K
|
907
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
100+ 11.11% |
$23.8K - $42.2K
|
1K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
100+ 4.76% |
$23.8K - $42.2K
|
2.2K
$913K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
90New |
$21.4K - $37.9K
|
90
$37.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
87New |
$20.7K - $36.7K
|
87
$36.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
77+ 4.88% |
$18.3K - $32.5K
|
1.66K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
76+ 5.91% |
$18.1K - $32K
|
1.36K
$565K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 2.41% |
$17.1K - $30.4K
|
3.06K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
69+ 86.25% |
$16.4K - $29.1K
|
149
$61.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
62+ 8.54% |
$14.8K - $26.1K
|
788
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
61+ 81.33% |
$14.5K - $25.7K
|
136
$56.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
60+ 34.09% |
$14.3K - $25.3K
|
236
$97.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
59+ 4.92% |
$14K - $24.9K
|
1.26K
$522K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 2.12% |
$13.8K - $24.5K
|
2.8K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
57+ 5.62% |
$13.6K - $24K
|
1.07K
$445K
|