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 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.28K+ 793.73% |
$260K - $4.1M
|
2.57K
$862K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.26KNew |
$259K - $4.07M
|
2.26K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.26KNew |
$259K - $4.07M
|
2.26K
$760K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.21K+ 920.83% |
$253K - $3.98M
|
2.45K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.19K+ 900.0% |
$250K - $3.94M
|
2.43K
$816K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.13K+ 1019.62% |
$244K - $3.84M
|
2.34K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.12K+ 1109.42% |
$242K - $3.81M
|
2.31K
$776K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.12K+ 900.0% |
$242K - $3.81M
|
2.35K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.12K+ 900.0% |
$242K - $3.81M
|
2.35K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.09K+ 66.7% |
$239K - $3.76M
|
5.23K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.04KNew |
$233K - $3.67M
|
2.04K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.03K+ 892.51% |
$232K - $3.65M
|
2.25K
$757K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2KNew |
$229K - $3.6M
|
2K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.98K+ 900.0% |
$226K - $3.56M
|
2.2K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
1.98KNew |
$226K - $3.56M
|
1.98K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.93KNew |
$221K - $3.48M
|
1.93K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.93K+ 980.2% |
$221K - $3.48M
|
2.13K
$715K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.92K+ 320.7% |
$220K - $3.46M
|
2.52K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.92K+ 806.3% |
$219K - $3.45M
|
2.16K
$725K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 892.09% |
$219K - $3.45M
|
2.13K
$717K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.91K+ 1079.66% |
$218K - $3.44M
|
2.09K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.91K+ 1565.57% |
$218K - $3.44M
|
2.03K
$683K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.91K+ 904.74% |
$218K - $3.44M
|
2.12K
$712K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$216K - $3.4M
|
1.89K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$215K - $3.38M
|
1.88K
$631K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.87K+ 900.0% |
$214K - $3.37M
|
2.08K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.87KNew |
$214K - $3.37M
|
1.87K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.86K+ 425.34% |
$213K - $3.35M
|
2.3K
$773K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.83K+ 353.47% |
$209K - $3.3M
|
2.35K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.83K+ 866.82% |
$209K - $3.29M
|
2.04K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.83K+ 900.0% |
$209K - $3.29M
|
2.03K
$682K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.82K+ 894.09% |
$207K - $3.27M
|
2.02K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.81K+ 952.63% |
$207K - $3.26M
|
2K
$672K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.8KNew |
$206K - $3.24M
|
1.8K
$605K
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.8K+ 900.0% |
$206K - $3.24M
|
2K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.79K+ 874.63% |
$205K - $3.23M
|
2K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.77KNew |
$202K - $3.19M
|
1.77K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.76K+ 900.0% |
$202K - $3.18M
|
1.96K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.75K+ 1108.86% |
$200K - $3.15M
|
1.91K
$642K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.75KNew |
$200K - $3.15M
|
1.75K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.73KNew |
$198K - $3.12M
|
1.73K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 900.0% |
$198K - $3.11M
|
1.92K
$645K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.72K+ 902.62% |
$197K - $3.1M
|
1.92K
$643K
|