Purchases and Sales Made in Q4 2022 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
735+ 75.7% |
$100K - $206K
|
1.71K
$626K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
697+ 11.11% |
$95.2K - $195K
|
6.97K
$2.56M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
615+ 215.03% |
$84K - $172K
|
901
$331K
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
559+ 3.86% |
$76.4K - $157K
|
15.1K
$5.53M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
514+ 2.99% |
$70.2K - $144K
|
17.7K
$6.49M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457+ 5.04% |
$62.4K - $128K
|
9.52K
$3.49M
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
400+ 13.38% |
$54.7K - $112K
|
3.39K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
400+ 6.84% |
$54.7K - $112K
|
6.25K
$2.29M
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 1.81% |
$54.7K - $112K
|
22.5K
$8.26M
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
394+ 5.58% |
$53.8K - $110K
|
7.46K
$2.74M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
360+ 38.1% |
$49.2K - $101K
|
1.31K
$479K
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
310+ 5.12% |
$42.4K - $86.8K
|
6.36K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
276+ 8.23% |
$37.7K - $77.3K
|
3.63K
$1.33M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
255+ 0.36% |
$34.8K - $71.4K
|
71.6K
$26.3M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
255+ 0.36% |
$34.8K - $71.4K
|
71.6K
$26.3M
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
237+ 10.44% |
$32.4K - $66.4K
|
2.51K
$920K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
236New |
$32.2K - $66.1K
|
236
$86.6K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
169+ 2414.29% |
$23.1K - $47.3K
|
176
$64.6K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
163+ 12.42% |
$22.3K - $45.6K
|
1.48K
$541K
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
130+ 7.65% |
$17.8K - $36.4K
|
1.83K
$671K
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
127+ 1.08% |
$17.4K - $35.6K
|
11.9K
$4.36M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
115+ 5.92% |
$15.7K - $32.2K
|
2.06K
$755K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
108+ 100.0% |
$14.8K - $30.2K
|
216
$79.3K
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
108+ 1.86% |
$14.8K - $30.2K
|
5.91K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
102New |
$13.9K - $28.6K
|
102
$37.4K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
99New |
$13.5K - $27.7K
|
99
$36.3K
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
98+ 3.86% |
$13.4K - $27.4K
|
2.63K
$967K
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
75New |
$10.2K - $21K
|
75
$27.5K
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
74+ 0.88% |
$10.1K - $20.7K
|
8.49K
$3.11M
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
63New |
$8.61K - $17.6K
|
63
$23.1K
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
62+ 11.9% |
$8.47K - $17.4K
|
583
$214K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60+ 12.05% |
$8.2K - $16.8K
|
558
$205K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
51New |
$6.97K - $14.3K
|
51
$18.7K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49+ 2450.0% |
$6.69K - $13.7K
|
51
$18.7K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
40+ 20.2% |
$5.47K - $11.2K
|
238
$87.3K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
30+ 0.87% |
$4.1K - $8.4K
|
3.49K
$1.28M
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
30New |
$4.1K - $8.4K
|
30
$11K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25+ 45.45% |
$3.42K - $7K
|
80
$29.4K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
22New |
$3.01K - $6.16K
|
22
$8.07K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22New |
$3.01K - $6.16K
|
22
$8.07K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$2.46K - $5.04K
|
18
$6.61K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 34.0% |
$2.32K - $4.76K
|
67
$24.6K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 466.67% |
$1.91K - $3.92K
|
17
$6.24K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12+ 0.32% |
$1.64K - $3.36K
|
3.75K
$1.38M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 14.46% |
$1.64K - $3.36K
|
95
$34.9K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12+ 0.32% |
$1.64K - $3.36K
|
3.75K
$1.38M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
11New |
$1.5K - $3.08K
|
11
$4.04K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$1.37K - $2.8K
|
10
$3.67K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10New |
$1.37K - $2.8K
|
10
$3.67K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8New |
$1.09K - $2.24K
|
8
$2.94K
|