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 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-720- 16.78% |
$117K - $341K
|
3.57K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-877- 17.52% |
$143K - $416K
|
4.13K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-978- 79.38% |
$159K - $463K
|
254
$83K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-982- 48.14% |
$160K - $465K
|
1.06K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.01K- 3.66% |
$164K - $476K
|
26.4K
$8.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2K- 21.49% |
$195K - $568K
|
4.38K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 17.84% |
$204K - $595K
|
5.79K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.26K- 46.68% |
$205K - $596K
|
1.44K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.3K- 14.87% |
$212K - $616K
|
7.45K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 53.37% |
$219K - $637K
|
1.18K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.37K- 58.3% |
$223K - $649K
|
980
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-1.41K- 47.1% |
$230K - $670K
|
1.59K
$519K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.42K- 28.82% |
$231K - $671K
|
3.5K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 42.8% |
$244K - $710K
|
2K
$655K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.66K- 7.39% |
$270K - $785K
|
20.8K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.72K- 10.43% |
$280K - $814K
|
14.8K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 12.45% |
$283K - $823K
|
12.2K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.97K- 37.63% |
$320K - $931K
|
3.26K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.23K- 4.82% |
$363K - $1.06M
|
44.1K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.26K- 29.07% |
$368K - $1.07M
|
5.52K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 46.92% |
$396K - $1.15M
|
2.75K
$899K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.66K- 88.03% |
$433K - $1.26M
|
362
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 11.14% |
$463K - $1.35M
|
22.7K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.91K- 9.82% |
$474K - $1.38M
|
26.8K
$8.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.95K- 18.26% |
$479K - $1.4M
|
13.2K
$4.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-3.1K- 75.61% |
$504K - $1.47M
|
1K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.14K- 57.77% |
$511K - $1.49M
|
2.3K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3.16K- 47.0% |
$514K - $1.5M
|
3.57K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 28.07% |
$531K - $1.55M
|
8.37K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.64K- 46.01% |
$592K - $1.72M
|
4.27K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.88K- 56.73% |
$630K - $1.84M
|
2.96K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 44.14% |
$771K - $2.25M
|
6K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.8K- 5.53% |
$781K - $2.27M
|
82.1K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-4.9K- 60.49% |
$797K - $2.32M
|
3.2K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-5.04K- 15.83% |
$819K - $2.39M
|
26.8K
$8.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-5.1K- 65.38% |
$830K - $2.42M
|
2.7K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.53K- 71.2% |
$1.06M - $3.09M
|
2.64K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.72K- 1.27% |
$1.09M - $3.18M
|
521K
$170M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-7.45K- 21.44% |
$1.21M - $3.53M
|
27.3K
$8.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.69K- 39.64% |
$1.25M - $3.64M
|
11.7K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-8.67K- 66.69% |
$1.41M - $4.11M
|
4.33K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.98K- 26.97% |
$1.62M - $4.73M
|
27K
$8.83M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.2K- 3.7% |
$1.65M - $4.82M
|
265K
$86.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.2K- 22.39% |
$1.82M - $5.29M
|
38.7K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 8.19% |
$1.89M - $5.51M
|
130K
$42.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-12.1K- 73.88% |
$1.97M - $5.73M
|
4.28K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-13.2K- 50.0% |
$2.14M - $6.23M
|
13.2K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-13.3K- 53.2% |
$2.16M - $6.3M
|
11.7K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 49.76% |
$2.56M - $7.47M
|
15.9K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 85.51% |
$2.88M - $8.39M
|
3K
$980K
|