Purchases and Sales Made in Q3 2022 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10New |
$1.67K - $3.53K
|
10
$3.41K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9+ 10.23% |
$1.5K - $3.18K
|
97
$33.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
7New |
$1.17K - $2.47K
|
7
$2.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7+ 4.17% |
$1.17K - $2.47K
|
175
$59.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5New |
$834 - $1.76K
|
5
$1.71K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.06% |
$500 - $1.06K
|
4.82K
$1.64M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3New |
$500 - $1.06K
|
3
$1.02K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2- 3.64% |
$334 - $706
|
53
$18.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 25.0% |
$500 - $1.06K
|
9
$3.07K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 13.16% |
$834 - $1.76K
|
33
$11.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 60.0% |
$1.5K - $3.18K
|
6
$2.05K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-9- 2.74% |
$1.5K - $3.18K
|
320
$109K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 85.0% |
$2.84K - $6K
|
3
$1.02K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-19- 73.08% |
$3.17K - $6.7K
|
7
$2.39K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 36.36% |
$3.34K - $7.06K
|
35
$11.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 3.86% |
$3.34K - $7.06K
|
498
$170K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23- 0.8% |
$3.84K - $8.12K
|
2.84K
$969K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-30- 3.34% |
$5K - $10.6K
|
869
$297K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 37.97% |
$5K - $10.6K
|
49
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 3.08% |
$5K - $10.6K
|
945
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 67.8% |
$6.67K - $14.1K
|
19
$6.48K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-46- 30.07% |
$7.67K - $16.2K
|
107
$36.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-50Closed |
$8.34K - $17.6K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-61- 8.83% |
$10.2K - $21.5K
|
630
$215K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-64- 19.28% |
$10.7K - $22.6K
|
268
$91.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-65- 11.19% |
$10.8K - $22.9K
|
516
$176K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-65- 1.71% |
$10.8K - $22.9K
|
3.74K
$1.27M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-65- 1.71% |
$10.8K - $22.9K
|
3.74K
$1.27M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-89- 1.76% |
$14.8K - $31.4K
|
4.98K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-120- 33.61% |
$20K - $42.3K
|
237
$80.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-120- 2.27% |
$20K - $42.3K
|
5.17K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145- 1.27% |
$24.2K - $51.2K
|
11.3K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-150- 33.26% |
$25K - $52.9K
|
301
$103K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 8.94% |
$27.5K - $58.2K
|
1.68K
$573K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-189- 12.59% |
$31.5K - $66.7K
|
1.31K
$448K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-199- 2.37% |
$33.2K - $70.2K
|
8.21K
$2.8M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-225- 16.97% |
$37.5K - $79.4K
|
1.1K
$376K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-226- 11.13% |
$37.7K - $79.7K
|
1.8K
$616K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-232- 1.94% |
$38.7K - $81.9K
|
11.7K
$4.01M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-300- 37.97% |
$50K - $106K
|
490
$167K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-321- 24.85% |
$53.5K - $113K
|
971
$331K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-336- 24.31% |
$56K - $119K
|
1.05K
$357K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-454- 2.31% |
$75.7K - $160K
|
19.2K
$6.55M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-500Closed |
$83.4K - $176K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-520- 1.78% |
$86.7K - $183K
|
28.7K
$9.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-652- 0.73% |
$109K - $230K
|
88.9K
$30.3M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-696- 7.14% |
$116K - $246K
|
9.05K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-719- 2.57% |
$120K - $254K
|
27.3K
$9.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-775- 32.55% |
$129K - $273K
|
1.61K
$548K
|