Institutional Ownership Strategy Shs Newfound/Resolve (ROMO)
This table provides information about the institutional ownership of Strategy Shs Newfound/Resolve (ROMO). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 772,544 shares, which have been reported (via 13F filing form) to have a value of $23.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wj Interests, LLC
Sugar Land, TX |
Apr 10, 2024 Q1 2024 |
449,052
shares
|
$13.6 Million
8.32% of portfolio
|
Q1 2024
Reduced 26.91%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
173,849
shares
|
$5.27 Million
0.02% of portfolio
|
Q1 2024
Added 10.79%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
66,439
shares
|
$2.01 Million
0.35% of portfolio
|
Q1 2024
Reduced 14.57%
|
|
Innova Wealth Partners
|
May 15, 2024 Q1 2024 |
42,152
shares
|
$1.28 Million
0.97% of portfolio
|
Q1 2024
Reduced 5.69%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
13,708
shares
|
$415,626
0.07% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
12,400
shares
|
$375,968
0.0% of portfolio
|
Q1 2024
Reduced 29.26%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
7,321
shares
|
$221,972
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
4,019
shares
|
$121,856
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,402
shares
|
$72,828
0.0% of portfolio
|
Q1 2024
Added 21736.36%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,200
shares
|
$36,384
0.0% of portfolio
|
Q1 2020
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2
shares
|
$60
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|