Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
190K+ 62.22% |
$1.48M - $1.56M
|
494K
$4.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
161K+ 32.04% |
$1.26M - $1.33M
|
665K
$5.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
53.7KNew |
$420K - $443K
|
53.7K
$451K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.39K+ 2.19% |
$49.9K - $52.7K
|
298K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-620- 4.72% |
$4.84K - $5.12K
|
12.5K
$105K
|