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 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.14KNew |
$837K - $2.44M
|
5.14K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.14K+ 188.46% |
$837K - $2.44M
|
7.87K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$829K - $2.41M
|
5.09K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5K+ 100.0% |
$813K - $2.37M
|
10K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.94KNew |
$804K - $2.34M
|
4.94K
$1.49M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.88KNew |
$794K - $2.31M
|
4.88K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
4.84KNew |
$787K - $2.29M
|
4.84K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.81KNew |
$783K - $2.28M
|
4.81K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77KNew |
$776K - $2.26M
|
4.77K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.66K+ 100.43% |
$758K - $2.21M
|
9.3K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.65K+ 182.87% |
$757K - $2.21M
|
7.2K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.59K+ 2.94% |
$747K - $2.17M
|
160K
$48.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
4.56KNew |
$741K - $2.16M
|
4.56K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.51K+ 42.7% |
$734K - $2.14M
|
15.1K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$714K - $2.08M
|
4.39K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.31K+ 215.5% |
$701K - $2.04M
|
6.31K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.3KNew |
$699K - $2.04M
|
4.3K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.28K+ 30.01% |
$696K - $2.03M
|
18.5K
$5.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.2K+ 12.5% |
$683K - $1.99M
|
37.8K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.91K+ 49.8% |
$635K - $1.85M
|
11.8K
$3.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.9K+ 115.25% |
$634K - $1.85M
|
7.28K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.89K+ 196.76% |
$633K - $1.84M
|
5.86K
$1.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.88KNew |
$632K - $1.84M
|
3.88K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
3.88KNew |
$631K - $1.84M
|
3.88K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.75K+ 7.34% |
$610K - $1.78M
|
54.9K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.75KNew |
$610K - $1.78M
|
3.75K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.63K+ 29.81% |
$590K - $1.72M
|
15.8K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.62KNew |
$589K - $1.72M
|
3.62K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 69.75% |
$584K - $1.7M
|
8.74K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.59K+ 285.28% |
$583K - $1.7M
|
4.84K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.57K+ 42.07% |
$581K - $1.69M
|
12.1K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.56K+ 61.72% |
$579K - $1.69M
|
9.33K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3.52KNew |
$573K - $1.67M
|
3.52K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.5K+ 11.11% |
$569K - $1.66M
|
35K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.38K+ 39.27% |
$549K - $1.6M
|
12K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.32K+ 73.34% |
$539K - $1.57M
|
7.84K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.3K+ 32.62% |
$537K - $1.57M
|
13.4K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.28K+ 68.73% |
$533K - $1.55M
|
8.05K
$2.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.26K+ 28.93% |
$530K - $1.54M
|
14.5K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$524K - $1.53M
|
3.22K
$968K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.22KNew |
$524K - $1.52M
|
3.22K
$968K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.17K+ 28.79% |
$516K - $1.5M
|
14.2K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.17KNew |
$515K - $1.5M
|
3.17K
$952K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.15K+ 22.48% |
$512K - $1.49M
|
17.2K
$5.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.15K+ 34.22% |
$512K - $1.49M
|
12.3K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.14K+ 87.09% |
$511K - $1.49M
|
6.75K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$511K - $1.49M
|
3.14K
$944K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
3.13KNew |
$509K - $1.48M
|
3.13K
$941K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.12KNew |
$508K - $1.48M
|
3.12K
$939K
|