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 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$253K - $736K
|
1.55K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 349.32% |
$250K - $728K
|
1.98K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.54KNew |
$250K - $728K
|
1.54K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$249K - $725K
|
1.53K
$483K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 22.01% |
$249K - $724K
|
8.47K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.52K+ 20.01% |
$247K - $721K
|
9.12K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.5KNew |
$245K - $712K
|
1.5K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.5K+ 12.82% |
$244K - $711K
|
13.2K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.5KNew |
$244K - $711K
|
1.5K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$244K - $711K
|
1.5K
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.5K+ 10.42% |
$244K - $710K
|
15.9K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.49KNew |
$242K - $704K
|
1.49K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.48KNew |
$241K - $703K
|
1.48K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.48KNew |
$241K - $702K
|
1.48K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.48K+ 37.81% |
$240K - $699K
|
5.38K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.47KNew |
$239K - $695K
|
1.47K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.46KNew |
$237K - $691K
|
1.46K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.45K+ 31.51% |
$236K - $688K
|
6.06K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.45KNew |
$236K - $688K
|
1.45K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.45KNew |
$236K - $687K
|
1.45K
$457K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.44KNew |
$234K - $682K
|
1.44K
$454K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.42K+ 93.5% |
$232K - $674K
|
2.95K
$929K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
1.41K+ 11.52% |
$229K - $666K
|
13.6K
$4.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.39K+ 1204.35% |
$225K - $656K
|
1.5K
$473K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.38KNew |
$224K - $652K
|
1.38K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.38KNew |
$224K - $652K
|
1.38K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
1.37KNew |
$223K - $649K
|
1.37K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.35KNew |
$220K - $641K
|
1.35K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.35KNew |
$219K - $638K
|
1.35K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.34KNew |
$218K - $636K
|
1.34K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.33KNew |
$217K - $631K
|
1.33K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.32KNew |
$214K - $624K
|
1.32K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.3KNew |
$212K - $617K
|
1.3K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$211K - $615K
|
1.3K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.28KNew |
$208K - $605K
|
1.28K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$205K - $598K
|
1.26K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.26KNew |
$205K - $597K
|
1.26K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.25KNew |
$203K - $592K
|
1.25K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.24KNew |
$202K - $588K
|
1.24K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$200K - $582K
|
1.23K
$388K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.22KNew |
$199K - $579K
|
1.22K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.22KNew |
$199K - $579K
|
1.22K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.22K+ 27.1% |
$198K - $578K
|
5.72K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.22K+ 31.58% |
$198K - $576K
|
5.07K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$197K - $574K
|
1.21K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.21KNew |
$197K - $573K
|
1.21K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.21KNew |
$197K - $573K
|
1.21K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.21K+ 27.53% |
$196K - $571K
|
5.59K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.2KNew |
$195K - $569K
|
1.2K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$195K - $568K
|
1.2K
$378K
|