Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Total 13F shares
-
5,563,356
-
Share change
-
+1,126,676
-
Total reported value
-
$142,845,643
-
Price per share
-
$25.72
-
Number of holders
-
27
-
Value change
-
+$28,862,998
-
Number of buys
-
20
-
Number of sells
-
7
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q3 2021
As of 30 Sep 2021,
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,563,356 shares.
The largest 10 holders included
F3Logic, LLC, WealthPLAN Partners, LLC, Octavia Wealth Advisors, LLC, ROYAL BANK OF CANADA, LPL Financial LLC, Savior LLC, Stratos Wealth Partners, LTD., Cetera Advisors LLC, HARVEST GROUP WEALTH MANAGEMENT, LLC, and ADVISOR GROUP HOLDINGS, INC..
This page lists
27
institutional shareholders reporting positions in this security
for the Q3 2021 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.