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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
206New |
$33.5K - $97.6K
|
206
$67.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
203+ 56.55% |
$33K - $96.2K
|
562
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
202+ 6.47% |
$32.9K - $95.7K
|
3.32K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$32.5K - $94.8K
|
200
$65.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
191+ 0.44% |
$31.1K - $90.5K
|
43.5K
$14.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
190New |
$30.9K - $90K
|
190
$62.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
175New |
$28.5K - $82.9K
|
175
$57.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
175New |
$28.5K - $82.9K
|
175
$57.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
167New |
$27.2K - $79.1K
|
167
$54.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
165+ 44.12% |
$26.8K - $78.2K
|
539
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
161+ 0.23% |
$26.2K - $76.3K
|
70.5K
$23M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
160+ 53.33% |
$26K - $75.8K
|
460
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
151+ 62.92% |
$24.6K - $71.5K
|
391
$128K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
149+ 6.59% |
$24.2K - $70.6K
|
2.41K
$788K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
147+ 61.25% |
$23.9K - $69.7K
|
387
$126K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
136New |
$22.1K - $64.4K
|
136
$44.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
135+ 103.85% |
$22K - $64K
|
265
$86.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
131+ 62.38% |
$21.3K - $62.1K
|
341
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
128New |
$20.8K - $60.7K
|
128
$41.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
128New |
$20.8K - $60.7K
|
128
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
127+ 3.91% |
$20.7K - $60.2K
|
3.38K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
126New |
$20.5K - $59.7K
|
126
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
125+ 7.84% |
$20.3K - $59.2K
|
1.72K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
125+ 5.32% |
$20.3K - $59.2K
|
2.48K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
124+ 258.33% |
$20.2K - $58.8K
|
172
$56.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
121+ 6.32% |
$19.7K - $57.3K
|
2.04K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
120+ 30.0% |
$19.5K - $56.9K
|
520
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
113New |
$18.4K - $53.5K
|
113
$36.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
112New |
$18.2K - $53.1K
|
112
$36.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
110New |
$17.9K - $52.1K
|
110
$36K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
107New |
$17.4K - $50.7K
|
107
$35K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
100+ 5.0% |
$16.3K - $47.4K
|
2.1K
$686K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
100+ 1.5% |
$16.3K - $47.4K
|
6.76K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
97New |
$15.8K - $46K
|
97
$31.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
87New |
$14.2K - $41.2K
|
87
$28.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
87New |
$14.2K - $41.2K
|
87
$28.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
85+ 14.66% |
$13.8K - $40.3K
|
665
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
83New |
$13.5K - $39.3K
|
83
$27.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
80+ 61.54% |
$13K - $37.9K
|
210
$68.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
77+ 855.56% |
$12.5K - $36.5K
|
86
$28.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 422.22% |
$12.4K - $36K
|
94
$30.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$12.2K - $35.5K
|
75
$24.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 208.82% |
$11.6K - $33.6K
|
105
$34.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$11.4K - $33.2K
|
70
$22.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68+ 130.77% |
$11.1K - $32.2K
|
120
$39.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
67+ 2.17% |
$10.9K - $31.7K
|
3.16K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 3.22% |
$10.6K - $30.8K
|
2.08K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
55+ 1.83% |
$8.95K - $26.1K
|
3.06K
$998K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
53New |
$8.62K - $25.1K
|
53
$17.3K
|