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 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
20+ 0.64% |
$6.31K - $9.24K
|
3.16K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
20+ 95.24% |
$6.31K - $9.24K
|
41
$15K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20New |
$6.31K - $9.24K
|
20
$7.34K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 2.43% |
$6K - $8.77K
|
801
$294K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
18+ 2.17% |
$5.68K - $8.31K
|
848
$311K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
15+ 9.04% |
$4.73K - $6.93K
|
181
$66.4K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
15New |
$4.73K - $6.93K
|
15
$5.51K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
14New |
$4.42K - $6.47K
|
14
$5.14K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11+ 550.0% |
$3.47K - $5.08K
|
13
$4.77K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10New |
$3.16K - $4.62K
|
10
$3.67K
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
8+ 0.36% |
$2.53K - $3.69K
|
2.26K
$830K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 53.85% |
$2.21K - $3.23K
|
20
$7.34K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$1.89K - $2.77K
|
6
$2.2K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6New |
$1.89K - $2.77K
|
6
$2.2K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
5+ 0.77% |
$1.58K - $2.31K
|
656
$241K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 14.81% |
$1.26K - $1.85K
|
31
$11.4K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3New |
$947 - $1.39K
|
3
$1.1K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 11.11% |
$947 - $1.39K
|
30
$11K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3New |
$947 - $1.39K
|
3
$1.1K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2New |
$631 - $924
|
2
$734
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 25.0% |
$316 - $462
|
3
$1.1K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1- 0.1% |
$316 - $462
|
977
$359K
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3- 0.08% |
$947 - $1.39K
|
3.9K
$1.43M
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-4- 0.12% |
$1.26K - $1.85K
|
3.21K
$1.18M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 55.56% |
$1.58K - $2.31K
|
4
$1.47K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6- 13.64% |
$1.89K - $2.77K
|
38
$13.9K
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-8- 0.41% |
$2.53K - $3.69K
|
1.95K
$716K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-10- 9.01% |
$3.16K - $4.62K
|
101
$37.1K
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 10.17% |
$3.79K - $5.54K
|
106
$38.9K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 76.47% |
$4.1K - $6K
|
4
$1.47K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 24.19% |
$4.73K - $6.93K
|
47
$17.2K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 44.74% |
$5.37K - $7.85K
|
21
$7.71K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 2.64% |
$6.31K - $9.24K
|
738
$271K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 37.04% |
$6.31K - $9.24K
|
34
$12.5K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 2.04% |
$7.58K - $11.1K
|
1.16K
$424K
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-36- 0.29% |
$11.4K - $16.6K
|
12.5K
$4.58M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42- 0.58% |
$13.3K - $19.4K
|
7.2K
$2.64M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50- 0.15% |
$15.8K - $23.1K
|
32.3K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70- 4.48% |
$22.1K - $32.3K
|
1.49K
$548K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-75- 13.04% |
$23.7K - $34.6K
|
500
$184K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-135- 18.1% |
$42.6K - $62.3K
|
611
$224K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-138- 1.29% |
$43.6K - $63.7K
|
10.6K
$3.88M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-140- 6.88% |
$44.2K - $64.7K
|
1.89K
$695K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-146- 11.18% |
$46.1K - $67.4K
|
1.16K
$426K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-146- 0.73% |
$46.1K - $67.4K
|
19.8K
$7.26M
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-148- 13.62% |
$46.7K - $68.4K
|
939
$345K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-189- 5.49% |
$59.7K - $87.3K
|
3.26K
$1.19M
|