Purchases and Sales Made in Q3 2025 in Strategy Shs Newfound/Resolve (ROMO)
This table provides information about the institutional ownership of Strategy Shs Newfound/Resolve (ROMO) during Q3 2025. The information is specifically focused on institutions that hold shares of STRATEGY SHS NEWFOUND/RESOLVE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.54K+ 1.03% |
$143K - $153K
|
446K
$15.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.99K+ 3.96% |
$62.5K - $66.8K
|
52.1K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
135New |
$4.25K - $4.54K
|
135
$4.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-430- 3.39% |
$13.5K - $14.5K
|
12.3K
$418K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-644- 1.13% |
$20.3K - $21.7K
|
56.2K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 24.17% |
$31.6K - $33.8K
|
3.15K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.1K- 15.68% |
$255K - $273K
|
43.6K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.7K- 56.36% |
$651K - $696K
|
16K
$546K
|
|