Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
340KNew |
$2.56M - $2.76M
|
340K
$2.69M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
163K+ 38.61% |
$1.23M - $1.33M
|
586K
$4.65M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
157KNew |
$1.18M - $1.28M
|
157K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
132K+ 63.92% |
$995K - $1.07M
|
339K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.3K+ 109.9% |
$281K - $304K
|
71.2K
$565K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.69K+ 6.8% |
$20.3K - $21.9K
|
42.3K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.04KNew |
$15.4K - $16.6K
|
2.04K
$16.2K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
72+ 0.18% |
$543 - $586
|
40K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-228- 1.59% |
$1.72K - $1.86K
|
14.1K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-633- 2.61% |
$4.77K - $5.15K
|
23.6K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.56K- 2.12% |
$19.3K - $20.9K
|
119K
$941K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.12K- 1.62% |
$23.5K - $25.4K
|
190K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12.3K- 6.73% |
$93.1K - $100K
|
171K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.1K- 8.66% |
$152K - $164K
|
212K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-53.5K- 59.23% |
$403K - $435K
|
36.8K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-57.2K- 47.05% |
$431K - $465K
|
64.3K
$510K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-777K- 97.6% |
$5.86M - $6.32M
|
19.1K
$151K
|