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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 6.67% |
$325 - $948
|
32
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.16% |
$325 - $948
|
1.24K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$325 - $948
|
2
$654
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1+ 0.75% |
$163 - $474
|
135
$44.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.49% |
$163 - $474
|
203
$66.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 60.0% |
$1.95K - $5.69K
|
8
$2.61K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-15- 37.5% |
$2.44K - $7.11K
|
25
$8.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-19- 1.07% |
$3.09K - $9K
|
1.75K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-21- 0.44% |
$3.42K - $9.95K
|
4.71K
$1.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 11.63% |
$4.07K - $11.8K
|
190
$62.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-25- 6.25% |
$4.07K - $11.8K
|
375
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-27- 0.42% |
$4.39K - $12.8K
|
6.38K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.57% |
$4.56K - $13.3K
|
4.86K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.63% |
$5.21K - $15.2K
|
5.03K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-37- 7.55% |
$6.02K - $17.5K
|
453
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 2.12% |
$6.51K - $19K
|
1.85K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-43- 3.58% |
$7K - $20.4K
|
1.16K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45- 45.0% |
$7.32K - $21.3K
|
55
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-45- 42.45% |
$7.32K - $21.3K
|
61
$19.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47- 47.0% |
$7.65K - $22.3K
|
53
$17.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48- 82.76% |
$7.81K - $22.7K
|
10
$3.27K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 33.33% |
$8.13K - $23.7K
|
100
$32.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-51- 2.67% |
$8.3K - $24.2K
|
1.86K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-74- 88.1% |
$12K - $35.1K
|
10
$3.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 40.0% |
$16.3K - $47.4K
|
150
$49K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-100- 0.45% |
$16.3K - $47.4K
|
22.2K
$7.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-100- 5.0% |
$16.3K - $47.4K
|
1.9K
$621K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-106- 39.26% |
$17.2K - $50.2K
|
164
$53.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-119- 40.2% |
$19.4K - $56.4K
|
177
$57.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-138- 81.18% |
$22.5K - $65.4K
|
32
$10.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-140- 11.29% |
$22.8K - $66.3K
|
1.1K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-207- 22.14% |
$33.7K - $98.1K
|
728
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-231- 8.88% |
$37.6K - $109K
|
2.37K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-236- 2.4% |
$38.4K - $112K
|
9.6K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-255- 19.74% |
$41.5K - $121K
|
1.04K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-273- 16.45% |
$44.4K - $129K
|
1.39K
$453K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-300- 75.0% |
$48.8K - $142K
|
100
$32.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-336- 20.5% |
$54.7K - $159K
|
1.3K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-354- 14.05% |
$57.6K - $168K
|
2.17K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-358- 11.93% |
$58.2K - $170K
|
2.64K
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-361- 26.54% |
$58.7K - $171K
|
999
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-393- 22.72% |
$63.9K - $186K
|
1.34K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-397- 9.73% |
$64.6K - $188K
|
3.68K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-450- 30.0% |
$73.2K - $213K
|
1.05K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 2.96% |
$73.5K - $214K
|
14.8K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-457- 0.28% |
$74.3K - $217K
|
160K
$52.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-477- 25.49% |
$77.6K - $226K
|
1.39K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-497- 3.44% |
$80.9K - $235K
|
13.9K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-505- 56.11% |
$82.2K - $239K
|
395
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-607- 38.91% |
$98.8K - $288K
|
953
$311K
|