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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
238+ 25.95% |
$75.1K - $110K
|
1.16K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
233+ 5.81% |
$73.5K - $108K
|
4.24K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
228New |
$72K - $105K
|
228
$76.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
226+ 9.57% |
$71.3K - $104K
|
2.59K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
200+ 4.18% |
$63.1K - $92.4K
|
4.99K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200+ 25.51% |
$63.1K - $92.4K
|
984
$331K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
200+ 28.57% |
$63.1K - $92.4K
|
900
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200New |
$63.1K - $92.4K
|
200
$67.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
198+ 2.97% |
$62.5K - $91.4K
|
6.87K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
196+ 3.68% |
$61.9K - $90.5K
|
5.52K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
188+ 15.46% |
$59.3K - $86.8K
|
1.4K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
186+ 20.37% |
$58.7K - $85.9K
|
1.1K
$369K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
171+ 11.23% |
$54K - $79K
|
1.69K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
164+ 1.99% |
$51.8K - $75.7K
|
8.4K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
154+ 15.02% |
$48.6K - $71.1K
|
1.18K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 12.58% |
$47.3K - $69.3K
|
1.34K
$451K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
143+ 5.48% |
$45.1K - $66K
|
2.75K
$924K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
135+ 364.86% |
$42.6K - $62.3K
|
172
$57.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
133+ 5.19% |
$42K - $61.4K
|
2.7K
$905K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
128+ 20.95% |
$40.4K - $59.1K
|
739
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
125New |
$39.5K - $57.7K
|
125
$42K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
123+ 4.73% |
$38.8K - $56.8K
|
2.72K
$915K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
119+ 4.66% |
$37.6K - $55K
|
2.67K
$897K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
114New |
$36K - $52.6K
|
114
$38.3K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
113+ 13.87% |
$35.7K - $52.2K
|
928
$312K
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
109+ 3.24% |
$34.4K - $50.3K
|
3.47K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
108+ 14.73% |
$34.1K - $49.9K
|
841
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 18.45% |
$31.6K - $46.2K
|
642
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$31.6K - $46.2K
|
100
$33.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99+ 3.84% |
$31.2K - $45.7K
|
2.67K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84+ 142.37% |
$26.5K - $38.8K
|
143
$48K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
74+ 4.56% |
$23.4K - $34.2K
|
1.7K
$570K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
68+ 22.59% |
$21.5K - $31.4K
|
369
$124K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54+ 1.43% |
$17K - $24.9K
|
3.84K
$1.29M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 106.12% |
$16.4K - $24K
|
101
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 106.12% |
$16.4K - $24K
|
101
$33.9K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
51+ 1.08% |
$16.1K - $23.6K
|
4.76K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
47+ 1.52% |
$14.8K - $21.7K
|
3.13K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47+ 6.99% |
$14.8K - $21.7K
|
719
$242K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
42+ 4.45% |
$13.3K - $19.4K
|
986
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 2.86% |
$13.3K - $19.4K
|
1.51K
$508K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
39+ 4.49% |
$12.3K - $18K
|
908
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
32+ 5.3% |
$10.1K - $14.8K
|
636
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
31+ 0.23% |
$9.78K - $14.3K
|
13.6K
$4.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30+ 4.36% |
$9.47K - $13.9K
|
718
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 3.29% |
$8.21K - $12K
|
816
$274K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25+ 11.42% |
$7.89K - $11.5K
|
244
$82K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
25New |
$7.89K - $11.5K
|
25
$8.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
23+ 2.48% |
$7.26K - $10.6K
|
950
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 420.0% |
$6.63K - $9.7K
|
26
$8.73K
|