Purchases and Sales Made in Q4 2023 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2023. 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 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
92+ 0.68% |
$28.6K - $61.7K
|
13.7K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
89+ 15.29% |
$27.7K - $59.7K
|
671
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
84+ 12.8% |
$26.2K - $56.3K
|
740
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77New |
$24K - $51.6K
|
77
$25.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
72+ 5.5% |
$22.4K - $48.3K
|
1.38K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
72+ 9.74% |
$22.4K - $48.3K
|
811
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
65+ 3.43% |
$20.2K - $43.6K
|
1.96K
$658K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
64+ 25.81% |
$19.9K - $42.9K
|
312
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 246.15% |
$19.9K - $42.9K
|
90
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
58+ 3.42% |
$18.1K - $38.9K
|
1.75K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57+ 8.96% |
$17.7K - $38.2K
|
693
$233K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56+ 2800.0% |
$17.4K - $37.6K
|
58
$19.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
52+ 4.27% |
$16.2K - $34.9K
|
1.27K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
51+ 3.8% |
$15.9K - $34.2K
|
1.39K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49New |
$15.3K - $32.9K
|
49
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49+ 7.63% |
$15.3K - $32.9K
|
691
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
49+ 1.83% |
$15.3K - $32.9K
|
2.72K
$914K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
42+ 11.76% |
$13.1K - $28.2K
|
399
$134K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
41+ 4.16% |
$12.8K - $27.5K
|
1.03K
$345K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
40+ 307.69% |
$12.5K - $26.8K
|
53
$17.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
35New |
$10.9K - $23.5K
|
35
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35+ 1.8% |
$10.9K - $23.5K
|
1.98K
$664K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 30.69% |
$9.65K - $20.8K
|
132
$44.3K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30New |
$9.34K - $20.1K
|
30
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 85.29% |
$9.03K - $19.5K
|
63
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
29New |
$9.03K - $19.5K
|
29
$9.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
27+ 7.32% |
$8.41K - $18.1K
|
396
$133K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20New |
$6.23K - $13.4K
|
20
$6.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20+ 66.67% |
$6.23K - $13.4K
|
50
$16.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17New |
$5.29K - $11.4K
|
17
$5.71K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17New |
$5.29K - $11.4K
|
17
$5.71K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 80.0% |
$4.98K - $10.7K
|
36
$12.1K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
16New |
$4.98K - $10.7K
|
16
$5.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$4.67K - $10.1K
|
15
$5.04K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
11+ 366.67% |
$3.42K - $7.38K
|
14
$4.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11+ 26.83% |
$3.42K - $7.38K
|
52
$17.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$3.42K - $7.38K
|
11
$3.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$2.8K - $6.04K
|
9
$3.02K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6+ 0.63% |
$1.87K - $4.02K
|
965
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 200.0% |
$1.87K - $4.02K
|
9
$3.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$1.56K - $3.35K
|
5
$1.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4New |
$1.25K - $2.68K
|
4
$1.34K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 13.33% |
$1.25K - $2.68K
|
34
$11.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.41% |
$1.25K - $2.68K
|
988
$332K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$934 - $2.01K
|
3
$1.01K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 5.88% |
$934 - $2.01K
|
54
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3New |
$934 - $2.01K
|
3
$1.01K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2+ 5.26% |
$623 - $1.34K
|
40
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 40.0% |
$623 - $1.34K
|
7
$2.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2New |
$623 - $1.34K
|
2
$672
|