Realta Investment Advisors Has $4.28 Million Stock Holdings in MicroStrategy Incorporated (NASDAQ:MSTR)

Realta Investment Advisors raised its holdings in shares of MicroStrategy Incorporated (NASDAQ:MSTR) by 20.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,762 shares of the software maker’s stock after purchasing an additional 2,456 shares during the period. MicroStrategy accounts for 1.8% of Realta Investment Advisors’ portfolio, making the stock its 10th largest position. Realta Investment Advisors’ holdings in MicroStrategy were worth $4,275,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Thrivent Financial for Lutherans grew its holdings in shares of MicroStrategy by 141.8% during the second quarter. Thrivent Financial for Lutherans now owns 341 shares of the software maker’s stock valued at $470,000 after buying an additional 200 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of MicroStrategy by 144.0% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 183 shares of the software maker’s stock valued at $252,000 after buying an additional 108 shares during the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of MicroStrategy during the second quarter valued at approximately $553,000. GAMMA Investing LLC grew its holdings in shares of MicroStrategy by 1,096.7% during the third quarter. GAMMA Investing LLC now owns 359 shares of the software maker’s stock valued at $61,000 after buying an additional 329 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC grew its holdings in shares of MicroStrategy by 951.5% during the third quarter. Dynamic Advisor Solutions LLC now owns 7,781 shares of the software maker’s stock valued at $1,312,000 after buying an additional 7,041 shares during the last quarter. Institutional investors own 59.84% of the company’s stock.

MicroStrategy Trading Down 3.3 %

Shares of MicroStrategy stock opened at $325.46 on Friday. The company’s fifty day simple moving average is $356.27 and its 200-day simple moving average is $254.50. The stock has a market capitalization of $78.00 billion, a PE ratio of -154.47 and a beta of 3.25. MicroStrategy Incorporated has a 1-year low of $46.75 and a 1-year high of $543.00. The company has a debt-to-equity ratio of 1.12, a current ratio of 0.65 and a quick ratio of 0.65.

MicroStrategy (NASDAQ:MSTR) last announced its quarterly earnings data on Wednesday, February 5th. The software maker reported ($3.20) EPS for the quarter, missing the consensus estimate of ($0.13) by ($3.07). MicroStrategy had a negative net margin of 87.05% and a negative return on equity of 17.31%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on MSTR shares. Benchmark restated a “buy” rating and issued a $650.00 target price on shares of MicroStrategy in a report on Tuesday, January 14th. Mizuho started coverage on shares of MicroStrategy in a report on Wednesday, January 29th. They issued an “outperform” rating and a $515.00 target price on the stock. Keefe, Bruyette & Woods started coverage on shares of MicroStrategy in a report on Friday. They issued an “outperform” rating and a $560.00 target price on the stock. TD Cowen raised their target price on shares of MicroStrategy from $392.00 to $525.00 and gave the stock a “buy” rating in a report on Monday, November 25th. Finally, BTIG Research raised their target price on shares of MicroStrategy from $290.00 to $570.00 and gave the stock a “buy” rating in a report on Thursday, November 21st. One equities research analyst has rated the stock with a sell rating, ten have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $546.30.

Insider Buying and Selling at MicroStrategy

In other MicroStrategy news, CAO Jeanine Montgomery sold 752 shares of MicroStrategy stock in a transaction on Thursday, November 14th. The shares were sold at an average price of $322.45, for a total value of $242,482.40. Following the sale, the chief accounting officer now directly owns 6,418 shares in the company, valued at approximately $2,069,484.10. The trade was a 10.49 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Stephen X. Graham sold 20,000 shares of MicroStrategy stock in a transaction on Thursday, November 21st. The shares were sold at an average price of $451.36, for a total transaction of $9,027,200.00. Following the completion of the sale, the director now owns 6,970 shares in the company, valued at approximately $3,145,979.20. This represents a 74.16 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 40,050 shares of company stock worth $16,314,110. Insiders own 9.16% of the company’s stock.

About MicroStrategy

MicroStrategy Incorporated provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers MicroStrategy ONE, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making; and MicroStrategy Cloud for Government service, which offers always-on threat monitoring that meets the rigorous technical and regulatory needs of governments and financial institutions.