Purchases and Sales Made in Q2 2025 in Starboard Invt Tr Rh Hedged Mu (AMAX)
This table provides information about the institutional ownership of Starboard Invt Tr Rh Hedged Mu (AMAX) during Q2 2025. The information is specifically focused on institutions that hold shares of STARBOARD INVT TR RH HEDGED MU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
49.3KNew |
$351K - $391K
|
49.3K
$395K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 1.59% |
$107K - $119K
|
956K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 55.73% |
$94.7K - $106K
|
37.2K
$298K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.1KNew |
$93.4K - $104K
|
13.1K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.8K+ 142.01% |
$62.7K - $69.9K
|
15K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.63K+ 2.33% |
$47.2K - $52.7K
|
291K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
722New |
$5.14K - $5.73K
|
722
$5.79K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
543+ 2.96% |
$3.87K - $4.31K
|
18.9K
$151K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
322+ 1.84% |
$2.29K - $2.56K
|
17.8K
$143K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
250New |
$1.78K - $1.99K
|
250
$2.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$7.12 - $7.94
|
1
$8.02
|
|
|
Jul 22, 2025
Q2 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-2.16K- 0.71% |
$15.4K - $17.2K
|
305K
$2.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 32.72% |
$37.4K - $41.7K
|
10.8K
$86.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-6.6K- 1.29% |
$47K - $52.4K
|
504K
$4.04M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.74K- 26.75% |
$48K - $53.5K
|
18.4K
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.92K- 3.37% |
$56.4K - $62.8K
|
227K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.9K- 18.28% |
$91.6K - $102K
|
57.5K
$461K
|