Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ADAPTIVE HDGD MU
-
Total 13F shares
-
3,959,389
-
Share change
-
+803,243
-
Total reported value
-
$30,173,007
-
Price per share
-
$7.62
-
Number of holders
-
18
-
Value change
-
+$6,135,585
-
Number of buys
-
11
-
Number of sells
-
8
Institutional Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q4 2023
As of 31 Dec 2023,
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,959,389 shares.
The largest 10 holders included
WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, LPL Financial LLC, Encompass More Asset Management, Atria Investments, Inc, Gallagher Fiduciary Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Cetera Advisors LLC, and Cetera Advisor Networks LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.