Latest Institutional Purchases of Strategy Shs Newfound/Resolve (ROMO)
This list provides information on the latest institutional transactions involving Strategy Shs Newfound/Resolve (ROMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
73.5KNew |
$2.28M - $2.42M
|
73.5K
$2.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
57.5KNew |
$1.79M - $1.89M
|
57.5K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
7.64KNew |
$237K - $251K
|
7.64K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.64KNew |
$237K - $251K
|
7.64K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.3K+ 1.49% |
$103K - $109K
|
225K
$7.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
360+ 2.76% |
$11.2K - $11.8K
|
13.4K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
301New |
$9.34K - $9.9K
|
301
$9.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
233New |
$7.23K - $7.66K
|
233
$7.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
23+ 0.88% |
$714 - $756
|
2.64K
$82.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.84KNew |
$194K - $215K
|
6.84K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.84KNew |
$187K - $206K
|
6.84K
$214K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$52 - $57.8
|
2
$62.6
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.8KNew |
$1.28M - $1.32M
|
52.8K
$1.65M
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2KNew |
$23.5K - $33K
|
1.2K
$37.6K
|
|