Strategy MSTRKoreans' No. 34 US holding
Strategy MSTR: CEO Le Phong made 5 open-market buys worth $1.3M
Koreans added 3.8% of their units over 09/22~09/29. Strategy is Koreans' 34th largest US holding.
Korean holdings ranking published 09/22 · written 10/04
Koreans
Koreans' 34th largest holding
Koreans hold $1B of Strategy MSTR (published 09/22). Units Koreans hold rose 3.8% over 09/22~09/29, an estimated net inflow of $37.9M (held on 09/29). Koreans hold $64.8M more through 6 ETFs, 6.3% of the direct holding (holdings of 05/31). 2 members of the National Assembly hold it (published 03/26).
Wall Street
851 13F holders
851 institutions held Strategy in their 13F for 06/30, 92 fewer than the quarter before, with shares held up 6.3%. National Pension Service reported 907,442 shares worth $78.9M (reported 08/13). Mirae Asset Securities (USA) Inc. sold out (holdings of 03/31).
Insiders
The CEO bought and sold
CEO Le Phong made 5 open-market purchases worth $1.3M and 19 sales worth $12.5M in the last year. The latest was a purchase of 11,000 shares, $998.8K (filed 06/22). In the same year Director Jarrod M. Patten sold $9.2M in 57 sales. Planned sales filed in the last 30 days total $334.4K (filed 09/22).
Politics and policy
1 member of Congress traded
1 member of Congress traded Strategy MSTR in the last 90 days. 1 sale (reported 08/13).
What comes next
Next: earnings on 10/05
Strategy's earnings are estimated for 10/05. It is the next date for Koreans' 34th largest US holding.
The numbers in this report
- Korean holdingsKoreans' rank 34 · $1B heldPublished 09/22
- Koreans · change in shares held (beside the 13F holders)Koreans added 3.8% of their units over 09/22~09/29; 13F holders fell by 92 by the 06/30 holdingsHeld on 09/29
- Wall Street · change in 13F holders851 13F filers hold it · −92 against the quarter before · shares held +6.3%Holdings of 06/30
- Koreans · change in shares heldUnits Koreans hold +3.8% over 09/22~09/29 · estimated net inflow $37.9MHeld on 09/29
- Calendar · next 14 days10/05 estimated earningsDue 10/05
- US Congress · 90-day trades1 members of Congress traded it in 90 days · 1 salesReported 08/13
- Koreans · held through ETFsKoreans hold $64.8M more through 6 ETFs · 6.3% of the direct holdingHoldings of 05/31
- Insiders · 90-day net buying1 insiders, a net sale of $81.2K in 90 daysFiled 09/23
- Insiders · planned sales in 30 days$334.4K of planned sales filed in 30 days · under 0.1% of the units outstandingFiled 09/22
- Korean lawmakers · holding this stock2 members of the National Assembly hold it · +0 on the year beforePublished 03/26
- Insider · last yearLe Phong, CEO · the last year: 5 open-market buys $1.3M · 19 sales $12.5MFiled 06/22
- Insider · last yearJarrod M. Patten, Director · the last year: 2 open-market buys $2.3M · 57 sales $9.2MFiled 09/23
- Fund · 13FNational Pension Service · 907,442 sh · $78.9M · 0.1% of the portfolioHoldings of 06/30 · reported 08/13
- Planned saleJarrod M. Patten, Director — plans to sell 475 sh of Strategy MSTR · $81.2K · around 09/22Filed 09/22
- Planned saleJarrod M. Patten, Director — plans to sell 1,425 sh of Strategy MSTR · $238.4K · around 09/21Filed 09/21
- Planned saleThomas C. Chow, EVP — plans to sell 106 sh of Strategy MSTR · $14.7K · around 09/04Filed 09/04
- Planned saleJarrod M. Patten, Director — plans to sell 1,850 sh of Strategy MSTR · $240.5K · around 08/27Filed 08/27
- Planned saleJarrod M. Patten, Director — plans to sell 2,775 sh of Strategy MSTR · $347.8K · around 08/25Filed 08/25
- US Congress · 90 days1 members of Congress traded in the last 90 days · 0 buys · 1 sales