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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.31KNew |
$376K - $1.1M
|
2.31K
$729K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
2.3KNew |
$375K - $1.09M
|
2.3K
$727K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.2KNew |
$357K - $1.04M
|
2.2K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.17KNew |
$354K - $1.03M
|
2.17K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.17K+ 121.74% |
$354K - $1.03M
|
3.96K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.17KNew |
$353K - $1.03M
|
2.17K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 75.96% |
$345K - $1.01M
|
4.92K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
2.11KNew |
$343K - $1M
|
2.11K
$666K
|
|
|
Feb 07, 2025
Q4 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
2.1K+ 70.07% |
$342K - $996K
|
5.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.1K+ 123.41% |
$341K - $994K
|
3.8K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.1K+ 98.54% |
$341K - $994K
|
4.23K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.08K+ 119.05% |
$339K - $986K
|
3.83K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.08K+ 53.59% |
$338K - $984K
|
5.95K
$1.88M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.03KNew |
$330K - $960K
|
2.03K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.02KNew |
$328K - $955K
|
2.02K
$636K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2KNew |
$326K - $949K
|
2K
$632K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 36.44% |
$325K - $946K
|
7.48K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.97K+ 117.56% |
$320K - $932K
|
3.64K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
1.96KNew |
$318K - $927K
|
1.96K
$617K
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.95K+ 6.05% |
$318K - $925K
|
34.2K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.95K+ 67.18% |
$318K - $925K
|
4.86K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.95KNew |
$317K - $923K
|
1.95K
$615K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.91KNew |
$310K - $903K
|
1.91K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.9K+ 22.91% |
$309K - $899K
|
10.2K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.89K+ 24.6% |
$307K - $894K
|
9.56K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.88K+ 49.19% |
$306K - $891K
|
5.7K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.87KNew |
$305K - $888K
|
1.87K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.87K+ 297.77% |
$304K - $885K
|
2.49K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.86KNew |
$302K - $881K
|
1.86K
$586K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$297K - $865K
|
1.83K
$576K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$287K - $836K
|
1.77K
$557K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.76KNew |
$286K - $832K
|
1.76K
$554K
|
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
1.75KNew |
$285K - $829K
|
1.75K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.75KNew |
$285K - $829K
|
1.75K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.71K+ 0.76% |
$279K - $812K
|
227K
$71.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.69KNew |
$275K - $802K
|
1.69K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.69K+ 23.73% |
$274K - $798K
|
8.79K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.67K+ 37.04% |
$272K - $793K
|
6.19K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67KNew |
$272K - $791K
|
1.67K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.67K+ 7.33% |
$271K - $790K
|
24.4K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.67KNew |
$271K - $789K
|
1.67K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 21.18% |
$270K - $785K
|
9.48K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$263K - $766K
|
1.62K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.62KNew |
$263K - $765K
|
1.62K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.61KNew |
$261K - $760K
|
1.61K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.6KNew |
$259K - $756K
|
1.6K
$503K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$258K - $752K
|
1.59K
$501K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.57K+ 78.65% |
$256K - $745K
|
3.57K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.57KNew |
$255K - $744K
|
1.57K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.57KNew |
$255K - $742K
|
1.57K
$494K
|