Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
7,711,566
-
Shares change
-
+1,523,809
-
Total reported value, excl. options
-
$194,639,636
-
Value change
-
+$38,593,554
-
Number of buys
-
25
-
Number of sells
-
-7
-
Price
-
$25.42
Significant Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q4 2021
36 filings reported holding AGOX - STARBOARD INVT TR - ADAPTIVE ALPHA as of Q4 2021.
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,711,566 shares
.
Largest 10 shareholders include F3Logic, LLC (1,218,036 shares), WealthPLAN Partners, LLC (988,594 shares), Octavia Wealth Advisors, LLC (890,881 shares), Kestra Advisory Services, LLC (817,636 shares), Ameritas Advisory Services, LLC (587,709 shares), ROYAL BANK OF CANADA (573,722 shares), LPL Financial LLC (475,808 shares), Savior LLC (470,628 shares), Stratos Wealth Partners, LTD. (220,016 shares), and Cetera Advisor Networks LLC (215,048 shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.