Purchases and Sales Made in Q3 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q3 2024. 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 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
296New |
$33.8K - $533K
|
296
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
278+ 32.98% |
$31.8K - $500K
|
1.12K
$411K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
270+ 900.0% |
$30.9K - $486K
|
300
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
261+ 900.0% |
$29.8K - $470K
|
290
$106K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
250New |
$28.6K - $450K
|
250
$91.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
243+ 900.0% |
$27.8K - $437K
|
270
$99.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
230+ 101.77% |
$26.3K - $414K
|
456
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
229New |
$26.2K - $412K
|
229
$84K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
225+ 900.0% |
$25.7K - $405K
|
250
$91.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
218+ 990.91% |
$24.9K - $392K
|
240
$88.1K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
216+ 900.0% |
$24.7K - $389K
|
240
$88.1K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
200New |
$22.9K - $360K
|
200
$73.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
200+ 666.67% |
$22.9K - $360K
|
230
$84.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
196+ 1031.58% |
$22.4K - $353K
|
215
$78.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
190New |
$21.7K - $342K
|
190
$69.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
190+ 863.64% |
$21.7K - $342K
|
212
$77.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
189+ 900.0% |
$21.6K - $340K
|
210
$77.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
189+ 900.0% |
$21.6K - $340K
|
210
$77.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
180+ 900.0% |
$20.6K - $324K
|
200
$73.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180+ 900.0% |
$20.6K - $324K
|
200
$73.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
180+ 750.0% |
$20.6K - $324K
|
204
$74.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
162New |
$18.5K - $292K
|
162
$59.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
159+ 1445.45% |
$18.2K - $286K
|
170
$62.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
159+ 36.89% |
$18.2K - $286K
|
590
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
153+ 900.0% |
$17.5K - $275K
|
170
$62.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
153+ 900.0% |
$17.5K - $275K
|
170
$62.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
145+ 2900.0% |
$16.6K - $261K
|
150
$55.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
144+ 900.0% |
$16.5K - $259K
|
160
$58.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
144+ 900.0% |
$16.5K - $259K
|
160
$58.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
135+ 900.0% |
$15.4K - $243K
|
150
$55.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 900.0% |
$15.4K - $243K
|
150
$55.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
135+ 3.28% |
$15.4K - $243K
|
4.25K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 1109.09% |
$13.9K - $220K
|
133
$48.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
120New |
$13.7K - $216K
|
120
$44K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
120+ 857.14% |
$13.7K - $216K
|
134
$49.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
119+ 1081.82% |
$13.6K - $214K
|
130
$47.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
117+ 900.0% |
$13.4K - $211K
|
130
$47.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
117+ 900.0% |
$13.4K - $211K
|
130
$47.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100New |
$11.4K - $180K
|
100
$36.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
99+ 1414.29% |
$11.3K - $178K
|
106
$38.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 1033.33% |
$10.6K - $167K
|
102
$37.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$36.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$36.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89+ 809.09% |
$10.2K - $160K
|
100
$36.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$33K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$33K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
76+ 950.0% |
$8.69K - $137K
|
84
$30.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 900.0% |
$8.23K - $130K
|
80
$29.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$7.77K - $122K
|
68
$25K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
59New |
$6.74K - $106K
|
59
$21.7K
|