Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
99.1KNew |
$731K - $792K
|
99.1K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6K+ 160.15% |
$262K - $284K
|
57.8K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
28.7K+ 5.97% |
$212K - $229K
|
510K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.1K+ 3.07% |
$207K - $224K
|
941K
$7.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
17.6K+ 6.09% |
$130K - $141K
|
307K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$122K - $132K
|
16.5K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42K+ 2.8% |
$47.4K - $51.3K
|
235K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.84K+ 43.23% |
$35.7K - $38.7K
|
16.1K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.66K+ 24.92% |
$27K - $29.2K
|
18.3K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
305+ 1.77% |
$2.25K - $2.44K
|
17.5K
$138K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
140+ 1.11% |
$1.03K - $1.12K
|
12.7K
$100K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
53+ 0.86% |
$391 - $423
|
6.2K
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$14.8 - $16
|
2
$15.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.46K- 12.66% |
$25.5K - $27.6K
|
23.9K
$188K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.8K- 21.96% |
$146K - $158K
|
70.3K
$554K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.2K- 74.35% |
$230K - $249K
|
10.8K
$84.7K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-143K- 33.4% |
$1.05M - $1.14M
|
285K
$2.24M
|