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 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 100.0% |
$820 - $1.68K
|
12
$4.03K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
5+ 1.87% |
$683 - $1.4K
|
273
$91.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2New |
$273 - $560
|
2
$672
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 2.15% |
$273 - $560
|
95
$31.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$273 - $560
|
2
$672
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 6.06% |
$273 - $560
|
35
$11.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.63% |
$273 - $560
|
322
$108K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.95% |
$137 - $280
|
104
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 3.57% |
$137 - $280
|
27
$9.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 3.13% |
$137 - $280
|
31
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2- 66.67% |
$273 - $560
|
1
$336
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 7.69% |
$410 - $840
|
36
$12.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 2.29% |
$547 - $1.12K
|
171
$57.4K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5Closed |
$683 - $1.4K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9- 2.04% |
$1.23K - $2.52K
|
432
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10- 0.21% |
$1.37K - $2.8K
|
4.81K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-10- 0.94% |
$1.37K - $2.8K
|
1.05K
$353K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-11- 14.86% |
$1.5K - $3.08K
|
63
$21.2K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 0.36% |
$2.19K - $4.48K
|
4.45K
$1.5M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-17- 48.57% |
$2.32K - $4.76K
|
18
$6.05K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26- 1.72% |
$3.55K - $7.28K
|
1.49K
$499K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
SELL
|
- |
-26- 7.67% |
$3.55K - $7.28K
|
313
$105K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29- 59.18% |
$3.96K - $8.12K
|
20
$6.72K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-33- 6.4% |
$4.51K - $9.24K
|
483
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-40- 37.38% |
$5.47K - $11.2K
|
67
$22.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-86- 13.61% |
$11.8K - $24.1K
|
546
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-86- 2.28% |
$11.8K - $24.1K
|
3.69K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-87- 58.0% |
$11.9K - $24.4K
|
63
$21.2K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-89- 1.76% |
$12.2K - $24.9K
|
4.98K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-94- 10.82% |
$12.8K - $26.3K
|
775
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98- 98.0% |
$13.4K - $27.4K
|
2
$672
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-119- 6.6% |
$16.3K - $33.3K
|
1.69K
$566K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-135- 6.03% |
$18.4K - $37.8K
|
2.1K
$706K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-184- 10.95% |
$25.1K - $51.5K
|
1.5K
$503K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-201- 7.08% |
$27.5K - $56.3K
|
2.64K
$887K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-354- 7.66% |
$48.4K - $99.1K
|
4.27K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-384- 20.22% |
$52.5K - $108K
|
1.52K
$509K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-457- 21.95% |
$62.4K - $128K
|
1.63K
$546K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-560- 7.23% |
$76.5K - $157K
|
7.19K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-576- 6.67% |
$78.7K - $161K
|
8.06K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-717- 6.14% |
$98K - $201K
|
11K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-733- 6.49% |
$100K - $205K
|
10.6K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-792- 61.16% |
$108K - $222K
|
503
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-884- 12.46% |
$121K - $248K
|
6.21K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-884- 41.56% |
$121K - $248K
|
1.24K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-884- 58.93% |
$121K - $248K
|
616
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-915- 67.93% |
$125K - $256K
|
432
$145K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-941- 11.46% |
$129K - $263K
|
7.27K
$2.44M
|