Purchases and Sales Made in Q3 2025 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q3 2025. 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 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
57.2K+ 93.08% |
$17.2M - $26.1M
|
119K
$37.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
30.9K+ 449.4% |
$9.28M - $14.1M
|
37.7K
$11.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.89KNew |
$569K - $862K
|
1.89K
$597K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.46K+ 8.98% |
$438K - $664K
|
17.7K
$5.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.42K+ 20.08% |
$427K - $647K
|
8.48K
$2.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
891+ 153.89% |
$268K - $406K
|
1.47K
$464K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
794+ 71.15% |
$239K - $362K
|
1.91K
$603K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
727+ 11.57% |
$219K - $331K
|
7.01K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
649+ 29.57% |
$195K - $296K
|
2.84K
$897K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
612+ 10.32% |
$184K - $279K
|
6.54K
$2.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
577+ 16.32% |
$174K - $263K
|
4.11K
$1.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Vista Finance, LLC
|
BUY
|
- |
355+ 34.37% |
$107K - $162K
|
1.39K
$438K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
224+ 16.45% |
$67.4K - $102K
|
1.59K
$500K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
200+ 2.93% |
$60.1K - $91.2K
|
7.03K
$2.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
175New |
$52.6K - $79.8K
|
175
$55.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
95+ 14.94% |
$28.6K - $43.3K
|
731
$231K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
77+ 10.43% |
$23.2K - $35.1K
|
815
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
59+ 4.88% |
$17.7K - $26.9K
|
1.27K
$400K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
42+ 210.0% |
$12.6K - $19.1K
|
62
$19.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 2.59% |
$9.02K - $13.7K
|
1.19K
$375K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$6.31K - $9.57K
|
21
$6.62K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
17+ 1.08% |
$5.11K - $7.75K
|
1.59K
$500K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 1.9% |
$4.51K - $6.84K
|
803
$253K
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
9+ 1.27% |
$2.71K - $4.1K
|
717
$226K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4- 2.07% |
$1.2K - $1.82K
|
189
$59.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5- 0.78% |
$1.5K - $2.28K
|
635
$200K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-5- 62.5% |
$1.5K - $2.28K
|
3
$946
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 0.29% |
$4.51K - $6.84K
|
5.24K
$1.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21- 9.95% |
$6.31K - $9.57K
|
190
$59.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40- 4.3% |
$12K - $18.2K
|
890
$281K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-45- 4.31% |
$13.5K - $20.5K
|
998
$315K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-51- 0.71% |
$15.3K - $23.3K
|
7.16K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-56- 5.22% |
$16.8K - $25.5K
|
1.02K
$321K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-98- 3.22% |
$29.5K - $44.7K
|
2.95K
$931K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-105- 7.22% |
$31.6K - $47.9K
|
1.35K
$426K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-127- 2.16% |
$38.2K - $57.9K
|
5.76K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-327- 15.58% |
$98.3K - $149K
|
1.77K
$559K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-473- 1.05% |
$142K - $216K
|
44.4K
$14M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-646- 24.05% |
$194K - $295K
|
2.04K
$644K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-867- 13.83% |
$261K - $395K
|
5.4K
$1.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.01K- 28.56% |
$303K - $460K
|
2.52K
$795K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.89K- 41.69% |
$870K - $1.32M
|
4.05K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-46.7K- 82.87% |
$14.1M - $21.3M
|
9.66K
$3.05M
|