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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
989New |
$161K - $469K
|
989
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
977New |
$159K - $463K
|
977
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
967New |
$157K - $458K
|
967
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
957+ 957.0% |
$156K - $453K
|
1.06K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
947New |
$154K - $449K
|
947
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
947+ 10.75% |
$154K - $449K
|
9.76K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
936New |
$152K - $444K
|
936
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
929+ 35.32% |
$151K - $440K
|
3.56K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
929+ 38.23% |
$151K - $440K
|
3.36K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
928+ 11.98% |
$151K - $440K
|
8.67K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
925+ 15.42% |
$150K - $438K
|
6.93K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
923New |
$150K - $437K
|
923
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
917New |
$149K - $435K
|
917
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
917New |
$149K - $435K
|
917
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
910New |
$148K - $431K
|
910
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
910New |
$148K - $431K
|
910
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
BUY
|
- |
910New |
$148K - $431K
|
910
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
904New |
$147K - $428K
|
904
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
903+ 40.08% |
$147K - $428K
|
3.16K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
903+ 123.19% |
$147K - $428K
|
1.64K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
900New |
$146K - $426K
|
900
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
894+ 31.26% |
$145K - $424K
|
3.75K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
894+ 58.32% |
$145K - $424K
|
2.43K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
892New |
$145K - $423K
|
892
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
891New |
$145K - $422K
|
891
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
885New |
$144K - $419K
|
885
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
879+ 20.79% |
$143K - $416K
|
5.11K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
879+ 439.5% |
$143K - $416K
|
1.08K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
873New |
$142K - $414K
|
873
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
861+ 14.71% |
$140K - $408K
|
6.72K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
858+ 45.66% |
$140K - $407K
|
2.74K
$823K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
852New |
$139K - $404K
|
852
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
851New |
$138K - $403K
|
851
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
850New |
$138K - $403K
|
850
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
850New |
$138K - $403K
|
850
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
850+ 9.62% |
$138K - $403K
|
9.69K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
842+ 23.24% |
$137K - $399K
|
4.47K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
838+ 32.86% |
$136K - $397K
|
3.39K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
834+ 16.72% |
$136K - $395K
|
5.82K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
833New |
$136K - $395K
|
833
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
831New |
$135K - $394K
|
831
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
829New |
$135K - $393K
|
829
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
828+ 53.38% |
$135K - $392K
|
2.38K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
820New |
$133K - $389K
|
820
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
820New |
$133K - $389K
|
820
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
813New |
$132K - $385K
|
813
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
808+ 352.84% |
$131K - $383K
|
1.04K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
807New |
$131K - $382K
|
807
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
807New |
$131K - $382K
|
807
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
804+ 11.13% |
$131K - $381K
|
8.03K
$2.41M
|