MSTR MICROSTRATEGY INC

Ownership history in Private Advisor Group, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in MICROSTRATEGY INC (MSTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q1)
Avg. % of fund
0.03%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,997 +70,697 +5438.2% 0.05% $10.9M $151.95
2025 Q3 REDUCED 1,300 -56,139 -97.7% 0.00% $234 $322.21
2025 Q3 ADDED 57,439 +15,982 +38.6% 0.09% $18.5M $322.21
2025 Q2 ADDED 41,457 +41,257 +20628.5% 0.09% $16.8M $404.23
2025 Q2 REDUCED 200 -70,803 -99.7% 0.00% $307 $404.23
2025 Q1 ADDED 71,003 +70,603 +17650.8% 0.12% $20.5M $288.27
2025 Q1 REDUCED 400 -33,164 -98.8% 0.00% $3K $288.27
2024 Q4 ADDED 33,564 +7,463 +28.6% 0.05% $9.7M $289.62
2024 Q3 ADDED 26,101 +24,547 +1579.6% 0.03% $4.4M $168.60
2024 Q2 REDUCED 1,554 -1,885 -54.8% 0.01% $2.1M $137.75
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSTR price (monthly, adj. close)
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