MicroStrategy Incorporated Ownership
| MSTR Stock | USD 250.51 32.25 11.41% |
Shares in Circulation | First Issued 1998-03-31 | Previous Quarter 197.3 M | Current Value 221.6 M | Avarage Shares Outstanding 20.7 M | Quarterly Volatility 40 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
MicroStrategy |
MicroStrategy Stock Ownership Analysis
About 47.0% of the company shares are owned by institutional investors. The book value of MicroStrategy Incorporated was now reported as 74.17. The company recorded a loss per share of 6.06. MicroStrategy Incorporated had not issued any dividends in recent years. The entity had 10:1 split on the 8th of August 2024. MicroStrategy Incorporated provides enterprise analytics software and services worldwide. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia. Microstrategy operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 2172 people. To find out more about MicroStrategy Incorporated contact Michael Saylor at 703 848 8600 or learn more at https://www.microstrategy.com.Besides selling stocks to institutional investors, MicroStrategy Incorporated also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different MicroStrategy Incorporated's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align MicroStrategy Incorporated's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
MicroStrategy Incorporated Quarterly Liabilities And Stockholders Equity |
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MicroStrategy Incorporated Insider Trades History
Less than 1% of MicroStrategy Incorporated are currently held by insiders. Unlike MicroStrategy Incorporated's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against MicroStrategy Incorporated's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of MicroStrategy Incorporated's insider trades
MicroStrategy Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as MicroStrategy Incorporated is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading MicroStrategy Incorporated backward and forwards among themselves. MicroStrategy Incorporated's institutional investor refers to the entity that pools money to purchase MicroStrategy Incorporated's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jpmorgan Chase & Co | 2024-09-30 | 1.3 M | Clear Street Derivatives Llc | 2024-09-30 | 1.3 M | Northern Trust Corp | 2024-12-31 | 1.1 M | Susquehanna International Group, Llp | 2024-12-31 | 1.1 M | Amvescap Plc. | 2024-12-31 | 979.3 K | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 802.5 K | Charles Schwab Investment Management Inc | 2024-12-31 | 761.8 K | Goldman Sachs Group Inc | 2024-12-31 | 744.5 K | Legal & General Group Plc | 2024-12-31 | 729.9 K | Vanguard Group Inc | 2024-12-31 | 16.3 M | Capital Research & Mgmt Co - Division 3 | 2024-12-31 | 12.6 M |
MicroStrategy Incorporated Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific MicroStrategy Incorporated insiders, such as employees or executives, is commonly permitted as long as it does not rely on MicroStrategy Incorporated's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases MicroStrategy Incorporated insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Michael Saylor over six months ago Disposition of 5000 shares by Michael Saylor of MicroStrategy Incorporated at 121.43 subject to Rule 16b-3 | ||
WeiMing Shao over a year ago Exercise or conversion by WeiMing Shao of 1000 shares of MicroStrategy Incorporated subject to Rule 16b-3 | ||
WeiMing Shao over a year ago Exercise or conversion by WeiMing Shao of 500 shares of MicroStrategy Incorporated subject to Rule 16b-3 | ||
WeiMing Shao over a year ago Exercise or conversion by WeiMing Shao of 250 shares of MicroStrategy Incorporated subject to Rule 16b-3 | ||
WeiMing Shao over a year ago Exercise or conversion by WeiMing Shao of 250 shares of MicroStrategy Incorporated subject to Rule 16b-3 |
MicroStrategy Incorporated Outstanding Bonds
MicroStrategy Incorporated issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. MicroStrategy Incorporated uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most MicroStrategy bonds can be classified according to their maturity, which is the date when MicroStrategy Incorporated has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| MICROSOFT P 35 Corp BondUS594918AR51 | View | |
| MICROSOFT P 375 Corp BondUS594918AU80 | View | |
| MICROSOFT P 45 Corp BondUS594918AJ36 | View | |
| MICROSOFT P 53 Corp BondUS594918AM64 | View | |
| MICROSOFT P 27 Corp BondUS594918BB90 | View |
MicroStrategy Incorporated Corporate Filings
8K | 24th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 18th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 14th of February 2025 Other Reports | ViewVerify | |
| 6th of February 2025 Other Reports | ViewVerify |
Pair Trading with MicroStrategy Incorporated
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if MicroStrategy Incorporated position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in MicroStrategy Incorporated will appreciate offsetting losses from the drop in the long position's value.Moving against MicroStrategy Stock
| 0.68 | KC | Kingsoft Cloud Holdings | PairCorr |
| 0.39 | VS | Versus Systems | PairCorr |
| 0.36 | DV | DoubleVerify Holdings Earnings Call Today | PairCorr |
| 0.35 | DT | Dynatrace Holdings LLC | PairCorr |
The ability to find closely correlated positions to MicroStrategy Incorporated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MicroStrategy Incorporated when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back MicroStrategy Incorporated - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling MicroStrategy Incorporated to buy it.
The correlation of MicroStrategy Incorporated is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as MicroStrategy Incorporated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MicroStrategy Incorporated moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for MicroStrategy Incorporated can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for MicroStrategy Stock Analysis
When running MicroStrategy Incorporated's price analysis, check to measure MicroStrategy Incorporated's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MicroStrategy Incorporated is operating at the current time. Most of MicroStrategy Incorporated's value examination focuses on studying past and present price action to predict the probability of MicroStrategy Incorporated's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MicroStrategy Incorporated's price. Additionally, you may evaluate how the addition of MicroStrategy Incorporated to your portfolios can decrease your overall portfolio volatility.