Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
289KNew |
$2.25M - $2.35M
|
289K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
97.9K+ 12.01% |
$761K - $794K
|
913K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
53.1K+ 12.39% |
$413K - $430K
|
481K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
235+ 1.63% |
$1.83K - $1.91K
|
14.7K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-320- 2.78% |
$2.49K - $2.6K
|
11.2K
$87.6K
|