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Get Institutions for : 
Microstrategy Inc (MSTR)  
$1,065.03 227.94 (17.63%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 350    46
Total shares held : 
8,131,394  
% of shares held : 
54.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  158  
Amount of shares held : 
1,186,087  
% of shares held change : 
  7.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$329.49  
Last Quarter's Ending Price : 
$631.62  
Last Quarter's Average Price
$474.02  
Change from last quarter's     
avg. price to the last closing  : 
591.01 (124.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
70
 224,495
 2.76%
 
Increased Positions :
159
 1,255,127
 15.44%
 
Unchanged Positions :
74
 145,577
 1.79%
 
Decreased Positions :
47
-158,397
-1.95%
 
Closed Positions :
24
-135,138
-1.66%
 
Guru Positions :
2
11,627
 0.14%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CAPITAL WORLD INVESTORS 394 - 2023-12-31 70,100 $44,277,000 0
   CAPITAL RESEARCH GLOBAL INVESTORS 368 - 2023-12-31 29,004 $18,320,000 0
   Johnson Financial Group LLC 12 - 2023-12-31 15,000 $9,474,000 0
   GSG Advisors LLC 22 - 2024-03-31 1,250 $2,008,000 0
   EagleClaw Capital Managment LLC 73 - 2023-12-31 2,705 $1,709,000 0
   CARDIFF PARK ADVISORS LLC 66 - 2023-12-31 2,535 $1,601,000 0
   BIP Wealth LLC 65 - 2023-12-31 2,500 $1,579,000 0
   LCM Capital Management Inc 17 - 2023-12-31 2,261 $1,428,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 786 - 2023-12-31 1,166 $736,000 0
   Vontobel Holding Ltd. 790 - 2023-12-31 1,025 $647,000 0
   One Capital Management LLC 199 - 2023-12-31 1,020 $644,000 0
   WHITTIER TRUST CO 433 - 2023-12-31 1,000 $632,000 0
   Campion Asset Management LLC 38 - 2023-12-31 994 $628,000 0
   Atria Wealth Solutions Inc. 1089 - 2023-12-31 977 $617,000 0
   Stonegate Investment Group LLC 197 - 2024-03-31 360 $614,000 0
   Berkshire Bank 95 - 2024-03-31 330 $563,000 0
   INGALLS & SNYDER LLC 260 - 2023-12-31 870 $550,000 0
   IHT Wealth Management LLC 589 - 2023-12-31 816 $515,000 0
   Ambassador Advisors LLC 123 - 2023-12-31 900 $442,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2166 - 2023-12-31 700 $442,000 0
   LINCOLN NATIONAL CORP 755 - 2023-12-31 611 $386,000 0
   MASSMUTUAL TRUST CO FSB/ADV 326 - 2024-03-31 200 $341,000 0
   Lion Street Advisors LLC 191 - 2024-03-31 438 $277,000 0
   KBC GROUP NV 856 - 2023-12-31 237 $150,000 0
   TORONTO DOMINION BANK 907 - 2023-12-31 200 $126,000 0
   Glassman Wealth Services 274 - 2023-12-31 181 $114,000 0
   Beaird Harris Wealth Management LLC 136 - 2023-12-31 172 $109,000 0
   CREDIT AGRICOLE S A 646 - 2023-12-31 170 $107,000 0
   Capital Advisors Ltd. LLC 348 - 2024-03-31 54 $92,000 0
   GPS Wealth Strategies Group LLC 415 - 2023-12-31 114 $72,000 0
   BIDWELL C M & ASSOCIATES LTD/ 200 - 2023-12-31 106 $67,000 0
   TD Waterhouse Canada Inc. 892 - 2023-12-31 100 $66,000 0
   HOEY INVESTMENTS INC 118 - 2023-12-31 80 $51,000 0
   CENTRAL BANK & TRUST CO 242 - 2024-03-31 30 $51,000 0
   TSFG LLC 302 - 2024-03-31 23 $39,000 0
   Rosenberg Matthew Hamilton 475 - 2024-03-31 21 $34,000 0
   Larson Financial Group LLC 749 - 2023-12-31 47 $30,000 0
   UMB BANK N A/MO 986 - 2024-03-31 15 $26,000 0
   Tradition Wealth Management LLC 800 - 2023-12-31 36 $23,000 0
   FSC Wealth Advisors LLC 146 - 2024-03-31 13 $22,000 0
   ANCORA ADVISORS, LLC 1098 - 2023-12-31 31 $20,000 0
   CVA Family Office LLC 644 - 2024-03-31 11 $19,000 0
   TFC Financial Management - 2023-12-31 25 $16,000 0
   Fortitude Family Office LLC 314 - 2024-03-31 9 $15,000 0
   Covestor Ltd 1364 - 2023-12-31 21 $14,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 410 - 2023-12-31 16 $10,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1154 - 2023-12-31 14 $9,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1705 - 2023-12-31 13 $8,000 0
   Semmax Financial Advisors Inc. 233 - 2023-12-31 10 $7,000 0
   Arlington Trust Co LLC 407 - 2024-03-31 4 $7,000 0
   Beacon Capital Management LLC 613 - 2023-12-31 19 $6,000 0
   ARMSTRONG ADVISORY GROUP INC 624 - 2024-03-31 10 $6,000 0
   AllSquare Wealth Management LLC 411 - 2023-12-31 10 $6,000 0
   Versant Capital Management Inc 1047 - 2024-03-31 3 $5,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1299 - 2023-12-31 6 $4,000 0
   Cape Investment Advisory Inc. 818 - 2023-12-31 6 $4,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1263 - 2023-12-31 4 $3,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 541 - 2023-12-31 5 $3,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 398 - 2023-12-31 3 $2,000 0
   HHM Wealth Advisors LLC 694 - 2023-12-31 2 $1,000 0
   BESSEMER GROUP INC 2100 - 2023-12-31 2 $1,000 0
   Efficient Wealth Management LLC - 2023-12-31 2 $1,000 0
   PROEQUITIES INC. 6747 - 2023-12-31 0 $0 0

  63 Records found
  1    
  Page 1 of 1
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