Purchases and Sales Made in Q3 2023 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.45K+ 12.35% |
$459K - $672K
|
13.2K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.34KNew |
$422K - $617K
|
1.34K
$490K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32K+ 0.44% |
$416K - $608K
|
303K
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.31KNew |
$413K - $604K
|
1.31K
$480K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.3K+ 200.0% |
$410K - $600K
|
1.95K
$716K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.22KNew |
$385K - $563K
|
1.22K
$447K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.02KNew |
$322K - $471K
|
1.02K
$374K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1KNew |
$316K - $462K
|
1K
$367K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1KNew |
$316K - $462K
|
1K
$367K
|
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
975New |
$308K - $450K
|
975
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
928New |
$293K - $429K
|
928
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
925+ 90.86% |
$292K - $427K
|
1.94K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
870New |
$275K - $402K
|
870
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
806New |
$254K - $372K
|
806
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
791New |
$250K - $365K
|
791
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
781New |
$247K - $361K
|
781
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
771+ 11.93% |
$243K - $356K
|
7.23K
$2.65M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
770New |
$243K - $356K
|
770
$283K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
765New |
$241K - $353K
|
765
$281K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
761+ 15.02% |
$240K - $351K
|
5.83K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
747+ 10.7% |
$236K - $345K
|
7.73K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
734New |
$232K - $339K
|
734
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
718+ 12.4% |
$227K - $332K
|
6.51K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
700New |
$221K - $323K
|
700
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
700New |
$221K - $323K
|
700
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
687+ 23.28% |
$217K - $317K
|
3.64K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
675New |
$213K - $312K
|
675
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
646New |
$204K - $298K
|
646
$237K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
611New |
$193K - $282K
|
611
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
567+ 30.22% |
$179K - $262K
|
2.44K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
565+ 131.7% |
$178K - $261K
|
994
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
549+ 43.36% |
$173K - $254K
|
1.82K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
531+ 12.15% |
$168K - $245K
|
4.9K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
BUY
|
- |
500+ 18.87% |
$158K - $231K
|
3.15K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
476+ 2.86% |
$150K - $220K
|
17.1K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
472+ 22.93% |
$149K - $218K
|
2.53K
$929K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
441New |
$139K - $204K
|
441
$162K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
429+ 71.98% |
$135K - $198K
|
1.03K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
429+ 71.98% |
$135K - $198K
|
1.03K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
420+ 46.67% |
$133K - $194K
|
1.32K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
400+ 5.19% |
$126K - $185K
|
8.1K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
391New |
$123K - $181K
|
391
$143K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
366+ 30.68% |
$116K - $169K
|
1.56K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
328+ 3.1% |
$104K - $151K
|
10.9K
$4.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
300+ 106.38% |
$94.7K - $139K
|
582
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 1.26% |
$94.7K - $139K
|
24.2K
$8.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
263+ 37.79% |
$83K - $121K
|
959
$352K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
254+ 16.96% |
$80.2K - $117K
|
1.75K
$643K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
248New |
$78.3K - $115K
|
248
$91K
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
240+ 8.51% |
$75.8K - $111K
|
3.06K
$1.12M
|