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 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.95K- 18.26% |
$479K - $1.4M
|
13.2K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-3.1K- 75.61% |
$504K - $1.47M
|
1K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.13K- 5.13% |
$509K - $1.48M
|
57.8K
$24M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.14K- 57.77% |
$511K - $1.49M
|
2.3K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3.16K- 47.0% |
$514K - $1.5M
|
3.57K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.27K- 28.07% |
$531K - $1.55M
|
8.37K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.32K- 23.46% |
$541K - $1.57M
|
10.8K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.64K- 46.01% |
$592K - $1.72M
|
4.27K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.88K- 56.73% |
$630K - $1.84M
|
2.96K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.95K- 38.05% |
$643K - $1.87M
|
6.44K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 15.33% |
$692K - $2.01M
|
23.5K
$9.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 44.14% |
$771K - $2.25M
|
6K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.8K- 5.53% |
$781K - $2.27M
|
82.1K
$34M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-4.9K- 60.49% |
$797K - $2.32M
|
3.2K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5K- 46.44% |
$813K - $2.37M
|
5.76K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-5.04K- 15.83% |
$819K - $2.39M
|
26.8K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-5.1K- 65.38% |
$830K - $2.42M
|
2.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-5.43K- 36.22% |
$883K - $2.57M
|
9.56K
$3.97M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.81K- 10.23% |
$945K - $2.75M
|
51K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.36K- 17.97% |
$1.03M - $3.01M
|
29K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.53K- 71.2% |
$1.06M - $3.09M
|
2.64K
$1.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.66K- 21.92% |
$1.08M - $3.16M
|
23.7K
$9.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.72K- 1.27% |
$1.09M - $3.18M
|
521K
$216M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-7.45K- 21.44% |
$1.21M - $3.53M
|
27.3K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.69K- 39.64% |
$1.25M - $3.64M
|
11.7K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.38K- 39.96% |
$1.36M - $3.97M
|
12.6K
$5.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-8.67K- 66.69% |
$1.41M - $4.11M
|
4.33K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.98K- 26.97% |
$1.62M - $4.73M
|
27K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.2K- 3.7% |
$1.65M - $4.82M
|
265K
$110M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11.2K- 22.39% |
$1.82M - $5.29M
|
38.7K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 8.19% |
$1.89M - $5.51M
|
130K
$54.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12K- 29.87% |
$1.95M - $5.68M
|
28.2K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-12.1K- 73.88% |
$1.97M - $5.73M
|
4.28K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-13.2K- 50.0% |
$2.14M - $6.23M
|
13.2K
$5.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
SELL
|
- |
-13.3K- 53.2% |
$2.16M - $6.3M
|
11.7K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 49.76% |
$2.56M - $7.47M
|
15.9K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.4K- 95.58% |
$2.83M - $8.24M
|
803
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-17.7K- 85.51% |
$2.88M - $8.39M
|
3K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-17.9K- 14.77% |
$2.91M - $8.47M
|
103K
$42.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-18K- 79.49% |
$2.93M - $8.52M
|
4.64K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.6K- 15.61% |
$3.02M - $8.81M
|
100K
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-19.7K- 92.36% |
$3.2M - $9.32M
|
1.63K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20.7K- 30.34% |
$3.37M - $9.82M
|
47.6K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-21.6K- 18.45% |
$3.51M - $10.2M
|
95.3K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-21.9K- 94.8% |
$3.56M - $10.4M
|
1.2K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26.6K- 81.58% |
$4.33M - $12.6M
|
6.01K
$2.49M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-27.3K- 41.86% |
$4.44M - $12.9M
|
37.9K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-27.6K- 14.3% |
$4.49M - $13.1M
|
165K
$68.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.8K- 27.51% |
$4.53M - $13.2M
|
73.3K
$30.4M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-27.9K- 11.39% |
$4.54M - $13.2M
|
217K
$90.1M
|