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 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
800New |
$130K - $379K
|
800
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
800New |
$130K - $379K
|
800
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
800New |
$130K - $379K
|
800
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
800New |
$130K - $379K
|
800
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
800New |
$130K - $379K
|
800
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
795New |
$129K - $377K
|
795
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
794New |
$129K - $376K
|
794
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
781New |
$127K - $370K
|
781
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
777+ 36.43% |
$126K - $368K
|
2.91K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
774New |
$126K - $367K
|
774
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
774New |
$126K - $367K
|
774
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
770New |
$125K - $365K
|
770
$243K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
768New |
$125K - $364K
|
768
$242K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
767New |
$125K - $363K
|
767
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
765New |
$124K - $362K
|
765
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
760New |
$124K - $360K
|
760
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
759New |
$123K - $360K
|
759
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
755New |
$123K - $358K
|
755
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
755New |
$123K - $358K
|
755
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
752New |
$122K - $356K
|
752
$237K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
750New |
$122K - $355K
|
750
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
750New |
$122K - $355K
|
750
$237K
|
|
|
Sep 25, 2025
Q4 2024
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
750New |
$122K - $355K
|
750
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
750New |
$122K - $355K
|
750
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
744New |
$121K - $353K
|
744
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
743New |
$121K - $352K
|
743
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
740New |
$120K - $351K
|
740
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
734New |
$119K - $348K
|
734
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
723New |
$118K - $343K
|
723
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
716+ 27.43% |
$116K - $339K
|
3.33K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
715+ 41.02% |
$116K - $339K
|
2.46K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
709New |
$115K - $336K
|
709
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
708+ 437.04% |
$115K - $335K
|
870
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
706+ 18.01% |
$115K - $335K
|
4.63K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
703New |
$114K - $333K
|
703
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
701New |
$114K - $332K
|
701
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
700New |
$114K - $332K
|
700
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
700New |
$114K - $332K
|
700
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
700New |
$114K - $332K
|
700
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
688+ 131.55% |
$112K - $326K
|
1.21K
$382K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
672New |
$109K - $318K
|
672
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
671+ 0.95% |
$109K - $318K
|
71K
$22.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
665+ 6.42% |
$108K - $315K
|
11K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
649+ 9.05% |
$106K - $308K
|
7.82K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
641+ 30.7% |
$104K - $304K
|
2.73K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
610New |
$99.2K - $289K
|
610
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
598+ 10.41% |
$97.3K - $283K
|
6.35K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
588+ 44.24% |
$95.7K - $279K
|
1.92K
$605K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
585+ 37.64% |
$95.2K - $277K
|
2.14K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
579+ 23.3% |
$94.2K - $274K
|
3.06K
$967K
|