Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.77MNew |
$13.6M - $14.3M
|
1.77M
$14.2M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
237KNew |
$1.81M - $1.91M
|
237K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 32.7% |
$777K - $820K
|
413K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.2K+ 149.48% |
$345K - $364K
|
75.4K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 26.44% |
$141K - $149K
|
88.3K
$705K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 20.14% |
$141K - $149K
|
110K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6K+ 12.77% |
$95.9K - $101K
|
111K
$885K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
140+ 1.37% |
$1.07K - $1.13K
|
10.3K
$82.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-955- 41.67% |
$7.3K - $7.7K
|
1.34K
$10.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.68K- 13.56% |
$35.7K - $37.7K
|
29.8K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.5K- 57.03% |
$134K - $141K
|
13.2K
$105K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.7K- 3.79% |
$319K - $336K
|
1.06M
$8.44M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-91.8K- 88.06% |
$701K - $740K
|
12.4K
$99.3K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-737K- 38.43% |
$5.63M - $5.94M
|
1.18M
$9.42M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.1M- 57.29% |
$8.4M - $8.86M
|
820K
$6.54M
|