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 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8- 0.14% |
$1.3K - $3.79K
|
5.75K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 4.76% |
$1.63K - $4.74K
|
200
$59.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12- 60.0% |
$1.95K - $5.69K
|
8
$2.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-15- 37.5% |
$2.44K - $7.11K
|
25
$7.42K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-19- 1.07% |
$3.09K - $9K
|
1.75K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-21- 0.44% |
$3.42K - $9.95K
|
4.71K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-25- 6.25% |
$4.07K - $11.8K
|
375
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 18.8% |
$4.07K - $11.8K
|
108
$32.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 11.63% |
$4.07K - $11.8K
|
190
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-27- 0.42% |
$4.39K - $12.8K
|
6.38K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-28- 0.57% |
$4.56K - $13.3K
|
4.86K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.63% |
$5.21K - $15.2K
|
5.03K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-37- 7.55% |
$6.02K - $17.5K
|
453
$134K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-40- 2.12% |
$6.51K - $19K
|
1.85K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-43- 3.58% |
$7K - $20.4K
|
1.16K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-43- 3.86% |
$7K - $20.4K
|
1.07K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-45- 42.45% |
$7.32K - $21.3K
|
61
$18.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-45- 45.0% |
$7.32K - $21.3K
|
55
$16.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47- 47.0% |
$7.65K - $22.3K
|
53
$15.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-48- 82.76% |
$7.81K - $22.7K
|
10
$2.97K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-50- 33.33% |
$8.13K - $23.7K
|
100
$29.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-51- 2.67% |
$8.3K - $24.2K
|
1.86K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-65- 11.02% |
$10.6K - $30.8K
|
525
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-74- 88.1% |
$12K - $35.1K
|
10
$2.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 40.0% |
$16.3K - $47.4K
|
150
$44.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-100- 5.0% |
$16.3K - $47.4K
|
1.9K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-100- 0.45% |
$16.3K - $47.4K
|
22.2K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-105- 87.5% |
$17.1K - $49.8K
|
15
$4.45K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-106- 39.26% |
$17.2K - $50.2K
|
164
$48.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-119- 40.2% |
$19.4K - $56.4K
|
177
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-122- 6.01% |
$19.8K - $57.8K
|
1.91K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-138- 81.18% |
$22.5K - $65.4K
|
32
$9.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-140- 11.29% |
$22.8K - $66.3K
|
1.1K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-150- 19.48% |
$24.4K - $71.1K
|
620
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-207- 22.14% |
$33.7K - $98.1K
|
728
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-223- 12.53% |
$36.3K - $106K
|
1.56K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-231- 8.88% |
$37.6K - $109K
|
2.37K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-236- 2.4% |
$38.4K - $112K
|
9.6K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-255- 19.74% |
$41.5K - $121K
|
1.04K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-260- 3.9% |
$42.3K - $123K
|
6.4K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-273- 16.45% |
$44.4K - $129K
|
1.39K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-300- 75.0% |
$48.8K - $142K
|
100
$29.7K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-322- 8.59% |
$52.4K - $153K
|
3.43K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-336- 20.5% |
$54.7K - $159K
|
1.3K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-341- 85.04% |
$55.5K - $162K
|
60
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-350- 4.61% |
$56.9K - $166K
|
7.24K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-354- 14.05% |
$57.6K - $168K
|
2.17K
$643K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-358- 11.93% |
$58.2K - $170K
|
2.64K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-361- 0.09% |
$58.7K - $171K
|
399K
$118M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-361- 26.54% |
$58.7K - $171K
|
999
$296K
|