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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2New |
$623 - $1.34K
|
2
$672
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$311 - $671
|
1
$336
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1+ 100.0% |
$311 - $671
|
2
$672
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1New |
$311 - $671
|
1
$336
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1- 0.2% |
$311 - $671
|
499
$168K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 1.81% |
$4.05K - $8.72K
|
705
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-16- 50.0% |
$4.98K - $10.7K
|
16
$5.37K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 1.78% |
$7.78K - $16.8K
|
1.38K
$463K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-27- 77.14% |
$8.41K - $18.1K
|
8
$2.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-28- 0.87% |
$8.72K - $18.8K
|
3.19K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 4.47% |
$10.3K - $22.1K
|
705
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-45- 6.74% |
$14K - $30.2K
|
623
$209K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-75- 2.8% |
$23.3K - $50.3K
|
2.6K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-77- 1.82% |
$24K - $51.6K
|
4.17K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-113- 12.18% |
$35.2K - $75.8K
|
815
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-113- 17.57% |
$35.2K - $75.8K
|
530
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-113- 79.02% |
$35.2K - $75.8K
|
30
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-169- 69.26% |
$52.6K - $113K
|
75
$25.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-211- 0.89% |
$65.7K - $142K
|
23.4K
$7.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-230- 25.33% |
$71.6K - $154K
|
678
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-232- 37.97% |
$72.2K - $156K
|
379
$127K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-248- 21.25% |
$77.2K - $166K
|
919
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-300- 1.24% |
$93.4K - $201K
|
23.9K
$8.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-318- 4.42% |
$99K - $213K
|
6.88K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-327- 42.75% |
$102K - $219K
|
438
$147K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-328- 34.53% |
$102K - $220K
|
622
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-451- 11.87% |
$140K - $302K
|
3.35K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-486- 4.6% |
$151K - $326K
|
10.1K
$3.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
SELL
|
- |
-500- 15.87% |
$156K - $335K
|
2.65K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-590- 39.52% |
$184K - $396K
|
903
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-678- 14.89% |
$211K - $455K
|
3.87K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.29K- 10.89% |
$402K - $865K
|
10.6K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 14.93% |
$412K - $887K
|
7.53K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.33K- 10.68% |
$415K - $894K
|
11.2K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.46K- 6.32% |
$455K - $981K
|
21.7K
$7.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.76K- 29.61% |
$548K - $1.18M
|
4.18K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-2K- 24.69% |
$623K - $1.34M
|
6.1K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.22K- 29.55% |
$690K - $1.49M
|
5.28K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.24K- 7.32% |
$698K - $1.5M
|
28.4K
$9.54M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.77K- 11.84% |
$861K - $1.86M
|
20.6K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.35K- 16.27% |
$1.04M - $2.24M
|
17.2K
$5.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.84K- 84.73% |
$1.2M - $2.57M
|
692
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.99K- 73.46% |
$1.24M - $2.67M
|
1.44K
$484K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.92K- 19.38% |
$1.53M - $3.3M
|
20.5K
$6.88M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-6.92K- 56.56% |
$2.15M - $4.64M
|
5.31K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Shaolin Capital Management LLC
Miami, FL |
SELL
|
- |
-7.75K- 7.42% |
$2.41M - $5.2M
|
96.8K
$32.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-8.11K- 61.27% |
$2.53M - $5.44M
|
5.13K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-12K- 68.75% |
$3.75M - $8.08M
|
5.47K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.9K- 96.33% |
$4.96M - $10.7M
|
608
$204K
|