Purchases and Sales Made in Q4 2021 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
15New |
$8.17K - $12.9K
|
15
$5.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
15New |
$8.17K - $12.9K
|
15
$5.51K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13+ 0.64% |
$7.08K - $11.2K
|
2.06K
$754K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13New |
$7.08K - $11.2K
|
13
$4.77K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 120.0% |
$6.53K - $10.3K
|
22
$8.07K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12+ 3.05% |
$6.53K - $10.3K
|
405
$149K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
11New |
$5.99K - $9.46K
|
11
$4.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
10New |
$5.44K - $8.6K
|
10
$3.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9New |
$4.9K - $7.74K
|
9
$3.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7New |
$3.81K - $6.02K
|
7
$2.57K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7+ 1.06% |
$3.81K - $6.02K
|
665
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5New |
$2.72K - $4.3K
|
5
$1.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5New |
$2.72K - $4.3K
|
5
$1.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 1.08% |
$2.72K - $4.3K
|
470
$172K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4New |
$2.18K - $3.44K
|
4
$1.47K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
3New |
$1.63K - $2.58K
|
3
$1.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 8.33% |
$1.63K - $2.58K
|
39
$14.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3+ 0.56% |
$1.63K - $2.58K
|
534
$196K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$1.63K - $2.58K
|
3
$1.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
3+ 0.13% |
$1.63K - $2.58K
|
2.25K
$827K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2New |
$1.09K - $1.72K
|
2
$734
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2New |
$1.09K - $1.72K
|
2
$734
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 2.04% |
$544 - $860
|
50
$18.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 5.88% |
$544 - $860
|
16
$5.87K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 4.88% |
$1.09K - $1.72K
|
39
$14.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2- 0.19% |
$1.09K - $1.72K
|
1.06K
$389K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3- 10.71% |
$1.63K - $2.58K
|
25
$9.18K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3Closed |
$1.63K - $2.58K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3Closed |
$1.63K - $2.58K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$1.63K - $2.58K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-3- 16.67% |
$1.63K - $2.58K
|
15
$5.51K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3Closed |
$1.63K - $2.58K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-5Closed |
$2.72K - $4.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 15.0% |
$3.27K - $5.16K
|
34
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7- 1.18% |
$3.81K - $6.02K
|
585
$215K
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.17% |
$4.36K - $6.88K
|
4.83K
$1.77M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10Closed |
$5.44K - $8.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-12Closed |
$6.53K - $10.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13- 1.18% |
$7.08K - $11.2K
|
1.09K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-14- 1.52% |
$7.62K - $12K
|
906
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-15- 23.08% |
$8.17K - $12.9K
|
50
$18.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-18- 0.45% |
$9.8K - $15.5K
|
3.99K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-18- 18.75% |
$9.8K - $15.5K
|
78
$28.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25- 4.67% |
$13.6K - $21.5K
|
510
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-25- 0.09% |
$13.6K - $21.5K
|
28.2K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-35- 6.63% |
$19.1K - $30.1K
|
493
$181K
|
|
|
Feb 15, 2022
Q4 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-36- 30.25% |
$19.6K - $31K
|
83
$30.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-41Closed |
$22.3K - $35.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-46- 2.24% |
$25K - $39.6K
|
2.01K
$738K
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-46Closed |
$25K - $39.6K
|
0
$0
|