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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 1033.33% |
$10.6K - $167K
|
102
$32.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$31.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
90+ 900.0% |
$10.3K - $162K
|
100
$31.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89+ 809.09% |
$10.2K - $160K
|
100
$31.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
81+ 900.0% |
$9.26K - $146K
|
90
$28.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
76+ 950.0% |
$8.69K - $137K
|
84
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 900.0% |
$8.23K - $130K
|
80
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68New |
$7.77K - $122K
|
68
$21.5K
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
60New |
$6.86K - $108K
|
60
$18.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
59New |
$6.74K - $106K
|
59
$18.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 950.0% |
$6.52K - $103K
|
63
$19.9K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54New |
$6.17K - $97.2K
|
54
$17K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
52New |
$5.94K - $93.6K
|
52
$16.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 766.67% |
$5.26K - $82.8K
|
52
$16.4K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$15.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$15.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
45+ 900.0% |
$5.14K - $81K
|
50
$15.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
40New |
$4.57K - $72K
|
40
$12.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 380.0% |
$4.34K - $68.4K
|
48
$15.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 1900.0% |
$4.34K - $68.4K
|
40
$12.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36+ 900.0% |
$4.11K - $64.8K
|
40
$12.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 900.0% |
$4.11K - $64.8K
|
40
$12.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
32New |
$3.66K - $57.6K
|
32
$10.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
$3.43K - $54K
|
30
$9.46K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30+ 750.0% |
$3.43K - $54K
|
34
$10.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
26New |
$2.97K - $46.8K
|
26
$8.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 500.0% |
$2.86K - $45K
|
30
$9.46K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 1050.0% |
$2.4K - $37.8K
|
23
$7.26K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
20New |
$2.29K - $36K
|
20
$6.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 950.0% |
$2.17K - $34.2K
|
21
$6.62K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 138.46% |
$2.06K - $32.4K
|
31
$9.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18New |
$2.06K - $32.4K
|
18
$5.68K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18New |
$2.06K - $32.4K
|
18
$5.68K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18+ 900.0% |
$2.06K - $32.4K
|
20
$6.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15New |
$1.71K - $27K
|
15
$4.73K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
14+ 31.82% |
$1.6K - $25.2K
|
58
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
10New |
$1.14K - $18K
|
10
$3.15K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 900.0% |
$1.03K - $16.2K
|
10
$3.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9+ 900.0% |
$1.03K - $16.2K
|
10
$3.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 350.0% |
$800 - $12.6K
|
9
$2.84K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$457 - $7.2K
|
4
$1.26K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4New |
$457 - $7.2K
|
4
$1.26K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2New |
$229 - $3.6K
|
2
$631
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$229 - $3.6K
|
2
$631
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-628- 28.65% |
$71.8K - $1.13M
|
1.56K
$493K
|
|
|
Sep 04, 2025
Q3 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-1.13K- 34.34% |
$129K - $2.04M
|
2.16K
$682K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.6K- 68.44% |
$411K - $6.48M
|
1.66K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-5.23K- 67.94% |
$597K - $9.41M
|
2.47K
$778K
|
|
|
Apr 04, 2025
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-32.2K- 11.26% |
$3.68M - $57.9M
|
254K
$80M
|