Latest Institutional Transactions on Starboard Invt Tr Rh Hedged Mu (AMAX)
This table provides information on the latest institutional transactions involving Starboard Invt Tr Rh Hedged Mu (AMAX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$7.12 - $7.94
|
1
$7.99
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 55.73% |
$94.7K - $106K
|
37.2K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.8K+ 142.01% |
$62.7K - $69.9K
|
15K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
722New |
$5.14K - $5.73K
|
722
$5.77K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
49.3KNew |
$351K - $391K
|
49.3K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.63K+ 2.33% |
$47.2K - $52.7K
|
291K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.92K- 3.37% |
$56.4K - $62.8K
|
227K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.9K- 18.28% |
$91.6K - $102K
|
57.5K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15K+ 1.59% |
$107K - $119K
|
956K
$7.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-6.6K- 1.29% |
$47K - $52.4K
|
504K
$4.02M
|
|
|
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
$2K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
543+ 2.96% |
$3.87K - $4.31K
|
18.9K
$151K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.25K- 32.72% |
$37.4K - $41.7K
|
10.8K
$86.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.1KNew |
$93.4K - $104K
|
13.1K
$105K
|
|
|
Jul 22, 2025
Q2 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-2.16K- 0.71% |
$15.4K - $17.2K
|
305K
$2.43M
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
99.1KNew |
$731K - $792K
|
99.1K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6K+ 160.15% |
$262K - $284K
|
57.8K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$122K - $132K
|
16.5K
$132K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
140+ 1.11% |
$1.03K - $1.12K
|
12.7K
$102K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 74.35% |
$230K - $249K
|
10.8K
$85.9K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.04K- 3.96% |
$8.08K - $8.43K
|
25.2K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.2K+ 133.72% |
$149K - $156K
|
33.5K
$268K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
51.6KNew |
$402K - $419K
|
51.6K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.5K- 56.69% |
$284K - $296K
|
27.9K
$223K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12.3K- 6.73% |
$93.1K - $100K
|
171K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.56K- 2.12% |
$19.3K - $20.9K
|
119K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.5K- 59.23% |
$403K - $435K
|
36.8K
$294K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07KNew |
$7.52K - $8.17K
|
1.07K
$8.53K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16.5K- 40.17% |
$116K - $126K
|
24.5K
$196K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.43K- 45.04% |
$67.4K - $73.5K
|
11.5K
$91.9K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.78MNew |
$13.3M - $14M
|
1.78M
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-34.2K- 1.89% |
$256K - $270K
|
1.78M
$14.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$38.8K - $40.8K
|
5.17K
$41.3K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|