Latest Institutional Transactions on Strategy Shs Newfound/Resolve (ROMO)
This table provides information on the latest institutional transactions involving Strategy Shs Newfound/Resolve (ROMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6.41K+ 11.12% |
$182K - $202K
|
64.1K
$2.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-2.92K- 0.62% |
$82.7K - $91.8K
|
468K
$14.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
115+ 4.6% |
$3.26K - $3.62K
|
2.62K
$82.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27.6K+ 14.19% |
$782K - $868K
|
222K
$7M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.4KNew |
$203K - $222K
|
7.4K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
162+ 1.18% |
$4.44K - $4.87K
|
13.9K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.4K+ 333.44% |
$668K - $734K
|
31.7K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.84KNew |
$187K - $206K
|
6.84K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.2KNew |
$389K - $427K
|
14.2K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
15.8K+ 37.45% |
$432K - $474K
|
57.9K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-382- 9.5% |
$10.5K - $11.5K
|
3.64K
$115K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$52 - $57.8
|
2
$63.1
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.39K+ 21736.36% |
$62.1K - $69.1K
|
2.4K
$75.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.13K- 29.26% |
$133K - $148K
|
12.4K
$391K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.47KNew |
$206K - $229K
|
8.47K
$267K
|
|
| Q1 2023 | |||||||
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-478- 2.65% |
$11.5K - $12.2K
|
17.6K
$554K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.8KNew |
$1.28M - $1.32M
|
52.8K
$1.67M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50KClosed |
$1.26M - $1.38M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-201- 25.54% |
$5.57K - $6.14K
|
586
$18.5K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-14.9KClosed |
$395K - $414K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-309Closed |
$6.42K - $6.7K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.58KClosed |
$53.5K - $55.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2KNew |
$23.5K - $33K
|
1.2K
$37.8K
|
|