Purchases and Sales Made in Q4 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q4 2024. 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 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.1K+ 95.41% |
$2.46M - $7.18M
|
31K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.45K+ 353.48% |
$1.54M - $4.48M
|
12.1K
$4.45M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.88KNew |
$794K - $2.31M
|
4.88K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 32.62% |
$537K - $1.57M
|
13.4K
$4.93M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.26K+ 28.93% |
$530K - $1.54M
|
14.5K
$5.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$504K - $1.47M
|
3.1K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.78KNew |
$452K - $1.32M
|
2.78K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.42K+ 94.46% |
$394K - $1.15M
|
4.99K
$1.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2KNew |
$326K - $949K
|
2K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 36.44% |
$325K - $946K
|
7.48K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.76KNew |
$286K - $832K
|
1.76K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$253K - $736K
|
1.55K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$249K - $725K
|
1.53K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 22.01% |
$249K - $724K
|
8.47K
$3.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.44KNew |
$234K - $682K
|
1.44K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$200K - $582K
|
1.23K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.22K+ 31.58% |
$198K - $576K
|
5.07K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.21KNew |
$197K - $573K
|
1.21K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.14KNew |
$185K - $538K
|
1.14K
$417K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.12KNew |
$182K - $531K
|
1.12K
$411K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.11KNew |
$181K - $526K
|
1.11K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.07KNew |
$173K - $505K
|
1.07K
$391K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.03KNew |
$167K - $487K
|
1.03K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1K+ 50.15% |
$163K - $475K
|
3K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1KNew |
$163K - $475K
|
1K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1KNew |
$163K - $474K
|
1K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
917New |
$149K - $435K
|
917
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
894+ 31.26% |
$145K - $424K
|
3.75K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
858+ 45.66% |
$140K - $407K
|
2.74K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
833New |
$136K - $395K
|
833
$306K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
672New |
$109K - $318K
|
672
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
610New |
$99.2K - $289K
|
610
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
585+ 37.64% |
$95.2K - $277K
|
2.14K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
489+ 19.59% |
$79.6K - $232K
|
2.99K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
450+ 104.65% |
$73.2K - $213K
|
880
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
403+ 66.94% |
$65.6K - $191K
|
1.01K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
272+ 22.67% |
$44.3K - $129K
|
1.47K
$540K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
250New |
$40.7K - $118K
|
250
$91.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
218New |
$35.5K - $103K
|
218
$80K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
203+ 56.55% |
$33K - $96.2K
|
562
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
202+ 6.47% |
$32.9K - $95.7K
|
3.32K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
190New |
$30.9K - $90K
|
190
$69.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
175New |
$28.5K - $82.9K
|
175
$64.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
160+ 53.33% |
$26K - $75.8K
|
460
$169K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151+ 62.92% |
$24.6K - $71.5K
|
391
$143K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
135+ 103.85% |
$22K - $64K
|
265
$97.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 62.38% |
$21.3K - $62.1K
|
341
$125K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
124+ 258.33% |
$20.2K - $58.8K
|
172
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85+ 14.66% |
$13.8K - $40.3K
|
665
$244K
|