Purchases and Sales Made in Q2 2025 in Strategy Shs Newfound/Resolve (ROMO)
This table provides information about the institutional ownership of Strategy Shs Newfound/Resolve (ROMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.7K+ 268.32% |
$755K - $856K
|
36.7K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$2.83K - $3.2K
|
100
$3.24K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
34+ 1.27% |
$961 - $1.09K
|
2.71K
$87.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71- 0.14% |
$2.01K - $2.27K
|
50.1K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-352- 2.7% |
$9.94K - $11.3K
|
12.7K
$412K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-1.04K- 1.8% |
$29.5K - $33.4K
|
56.8K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-8.93K- 1.98% |
$252K - $286K
|
441K
$14.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-9.14K- 15.03% |
$258K - $293K
|
51.7K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-227K- 98.2% |
$6.41M - $7.26M
|
4.16K
$135K
|