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 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 855.56% |
$12.5K - $36.5K
|
86
$27.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 422.22% |
$12.4K - $36K
|
94
$29.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$12.2K - $35.5K
|
75
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
75+ 2.85% |
$12.2K - $35.5K
|
2.71K
$853K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 208.82% |
$11.6K - $33.6K
|
105
$33.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.1K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 41.18% |
$11.4K - $33.2K
|
240
$75.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
69New |
$11.2K - $32.7K
|
69
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 130.77% |
$11.1K - $32.2K
|
120
$37.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
68+ 1700.0% |
$11.1K - $32.2K
|
72
$22.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
67+ 2.17% |
$10.9K - $31.7K
|
3.16K
$997K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 3.22% |
$10.6K - $30.8K
|
2.08K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62+ 1.24% |
$10.1K - $29.4K
|
5.08K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
58New |
$9.44K - $27.5K
|
58
$18.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
57+ 2.91% |
$9.27K - $27K
|
2.02K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
55+ 1.83% |
$8.95K - $26.1K
|
3.06K
$964K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
53New |
$8.62K - $25.1K
|
53
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
50New |
$8.13K - $23.7K
|
50
$15.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 0.94% |
$8.13K - $23.7K
|
5.38K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
50+ 2.5% |
$8.13K - $23.7K
|
2.05K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48+ 22.64% |
$7.81K - $22.7K
|
260
$82K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
45New |
$7.32K - $21.3K
|
45
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
45New |
$7.32K - $21.3K
|
45
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
40+ 100.0% |
$6.51K - $19K
|
80
$25.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 38.24% |
$6.34K - $18.5K
|
141
$44.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
38+ 3.09% |
$6.18K - $18K
|
1.27K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
38New |
$6.18K - $18K
|
38
$12K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 370.0% |
$6.02K - $17.5K
|
47
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
37New |
$6.02K - $17.5K
|
37
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
37New |
$6.02K - $17.5K
|
37
$11.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35+ 3.23% |
$5.69K - $16.6K
|
1.12K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
34New |
$5.53K - $16.1K
|
34
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33New |
$5.37K - $15.6K
|
33
$10.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$9.46K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$9.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
30+ 0.33% |
$4.88K - $14.2K
|
8.99K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
30+ 2.24% |
$4.88K - $14.2K
|
1.37K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30New |
$4.88K - $14.2K
|
30
$9.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29+ 72.5% |
$4.72K - $13.7K
|
69
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
29New |
$4.72K - $13.7K
|
29
$9.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.89K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.89K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
25+ 1.39% |
$4.07K - $11.8K
|
1.83K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.89K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.89K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25+ 8.33% |
$4.07K - $11.8K
|
325
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25New |
$4.07K - $11.8K
|
25
$7.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$3.9K - $11.4K
|
24
$7.57K
|