Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
423KNew |
$2.98M - $3.24M
|
423K
$3.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
207KNew |
$1.46M - $1.58M
|
207K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
193KNew |
$1.36M - $1.48M
|
193K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
112K+ 155.52% |
$787K - $856K
|
184K
$1.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
50K+ 3.74% |
$353K - $383K
|
1.39M
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.9KNew |
$239K - $260K
|
33.9K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.5KNew |
$187K - $203K
|
26.5K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1K+ 13.17% |
$99.4K - $108K
|
121K
$967K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 12.59% |
$95.8K - $104K
|
122K
$970K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 0.17% |
$9.41K - $10.2K
|
796K
$6.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07KNew |
$7.52K - $8.17K
|
1.07K
$8.51K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200+ 0.83% |
$1.41K - $1.53K
|
24.2K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-551- 3.71% |
$3.88K - $4.22K
|
14.3K
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.74K- 4.21% |
$12.3K - $13.3K
|
39.6K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.38K- 3.61% |
$23.8K - $25.9K
|
90.3K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 5.24% |
$90.4K - $98.2K
|
232K
$1.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16.5K- 40.17% |
$116K - $126K
|
24.5K
$196K
|