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 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$12.1K - $21.5K
|
51
$21.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
47+ 1.9% |
$11.2K - $19.8K
|
2.52K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
43+ 57.33% |
$10.2K - $18.1K
|
118
$49K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
39New |
$9.28K - $16.4K
|
39
$16.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 0.76% |
$9.28K - $16.4K
|
5.18K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
32+ 1066.67% |
$7.61K - $13.5K
|
35
$14.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
32+ 0.88% |
$7.61K - $13.5K
|
3.66K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30+ 1.2% |
$7.14K - $12.6K
|
2.54K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
26+ 0.05% |
$6.19K - $11K
|
49.3K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 25.81% |
$5.71K - $10.1K
|
117
$48.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
22+ 1.72% |
$5.23K - $9.28K
|
1.3K
$540K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$5K - $8.85K
|
4.03K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21New |
$5K - $8.85K
|
21
$8.71K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
14New |
$3.33K - $5.9K
|
14
$5.81K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14+ 0.08% |
$3.33K - $5.9K
|
17.7K
$7.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 3.16% |
$2.86K - $5.06K
|
392
$163K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
12+ 0.38% |
$2.86K - $5.06K
|
3.19K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
11+ 157.14% |
$2.62K - $4.64K
|
18
$7.47K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 23.4% |
$2.62K - $4.64K
|
58
$24.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
10+ 0.67% |
$2.38K - $4.22K
|
1.51K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.41% |
$2.38K - $4.22K
|
2.48K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 28.13% |
$2.14K - $3.79K
|
41
$17K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9+ 0.26% |
$2.14K - $3.79K
|
3.54K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 225.0% |
$2.14K - $3.79K
|
13
$5.39K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9New |
$2.14K - $3.79K
|
9
$3.73K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.77% |
$1.9K - $3.37K
|
1.04K
$432K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8New |
$1.9K - $3.37K
|
8
$3.32K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 40.0% |
$1.43K - $2.53K
|
21
$8.71K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6New |
$1.43K - $2.53K
|
6
$2.49K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 21.05% |
$952 - $1.69K
|
23
$9.54K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.19% |
$714 - $1.26K
|
1.59K
$660K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.37% |
$714 - $1.26K
|
807
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3+ 0.16% |
$714 - $1.26K
|
1.89K
$785K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 100.0% |
$476 - $843
|
4
$1.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.18% |
$476 - $843
|
1.11K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 1.29% |
$476 - $843
|
157
$65.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2+ 0.17% |
$476 - $843
|
1.2K
$499K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$476 - $843
|
2
$830
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$238 - $422
|
2.51K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 100.0% |
$238 - $422
|
2
$830
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 25.0% |
$238 - $422
|
5
$2.07K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1- 0.09% |
$238 - $422
|
1.14K
$471K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1- 0.04% |
$238 - $422
|
2.35K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 1.89% |
$238 - $422
|
52
$21.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 2.91% |
$714 - $1.26K
|
100
$41.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-9- 3.09% |
$2.14K - $3.79K
|
282
$117K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-17- 1.17% |
$4.05K - $7.17K
|
1.43K
$595K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-21- 2.26% |
$5K - $8.85K
|
910
$378K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-22- 1.49% |
$5.23K - $9.28K
|
1.45K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-23- 2.49% |
$5.47K - $9.7K
|
902
$374K
|