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 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-28- 0.64% |
$6.66K - $11.8K
|
4.33K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-47- 52.22% |
$11.2K - $19.8K
|
43
$17.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-47- 36.72% |
$11.2K - $19.8K
|
81
$33.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-49- 1.8% |
$11.7K - $20.7K
|
2.68K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 1.71% |
$11.9K - $21.1K
|
2.87K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-60- 2.24% |
$14.3K - $25.3K
|
2.62K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-65- 4.62% |
$15.5K - $27.4K
|
1.34K
$557K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-66- 5.04% |
$15.7K - $27.8K
|
1.24K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-70- 3.85% |
$16.7K - $29.5K
|
1.75K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-77- 44.77% |
$18.3K - $32.5K
|
95
$39.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-80- 10.67% |
$19K - $33.7K
|
670
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-85- 45.95% |
$20.2K - $35.8K
|
100
$41.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-95- 6.13% |
$22.6K - $40.1K
|
1.46K
$604K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-100- 10.2% |
$23.8K - $42.2K
|
880
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-110- 3.1% |
$26.2K - $46.4K
|
3.44K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 7.39% |
$27.4K - $48.5K
|
1.44K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-116- 9.79% |
$27.6K - $48.9K
|
1.07K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-132- 8.39% |
$31.4K - $55.7K
|
1.44K
$598K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-142- 9.99% |
$33.8K - $59.9K
|
1.28K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-154- 8.78% |
$36.6K - $64.9K
|
1.6K
$664K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-157- 11.93% |
$37.4K - $66.2K
|
1.16K
$481K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-164- 14.55% |
$39K - $69.1K
|
963
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-172- 4.65% |
$40.9K - $72.5K
|
3.53K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-173- 0.61% |
$41.2K - $72.9K
|
28K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-192- 16.34% |
$45.7K - $80.9K
|
983
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-200- 4.44% |
$47.6K - $84.3K
|
4.3K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-215- 52.7% |
$51.2K - $90.6K
|
193
$80.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-215- 3.19% |
$51.2K - $90.6K
|
6.52K
$2.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-217- 5.24% |
$51.6K - $91.5K
|
3.92K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-275- 63.22% |
$65.4K - $116K
|
160
$66.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-414- 0.81% |
$98.5K - $175K
|
50.9K
$21.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-422- 5.44% |
$100K - $178K
|
7.33K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-500- 50.0% |
$119K - $211K
|
500
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-525- 9.24% |
$125K - $221K
|
5.16K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-527- 44.7% |
$125K - $222K
|
652
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-587- 12.39% |
$140K - $247K
|
4.15K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-632- 82.51% |
$150K - $266K
|
134
$55.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-656- 17.71% |
$156K - $277K
|
3.05K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-668- 40.07% |
$159K - $282K
|
999
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-699- 1.36% |
$166K - $295K
|
50.6K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-722- 9.56% |
$172K - $304K
|
6.83K
$2.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-835- 28.4% |
$199K - $352K
|
2.11K
$873K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-875- 15.43% |
$208K - $369K
|
4.8K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-884- 33.96% |
$210K - $373K
|
1.72K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1K- 62.59% |
$238K - $422K
|
599
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.02K- 5.79% |
$243K - $431K
|
16.6K
$6.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.18K- 67.53% |
$280K - $495K
|
565
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 37.68% |
$281K - $499K
|
1.96K
$812K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 3.09% |
$286K - $506K
|
37.6K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.38K- 1.02% |
$328K - $581K
|
134K
$55.6M
|