STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX)

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / ADAPTIVE ALPHA
Total 13F shares
7,711,566
Share change
+1,523,809
Total reported value
$194,639,636
Price per share
$25.42
Number of holders
35
Value change
+$38,593,554
Number of buys
25
Number of sells
7

Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q4 2021

As of 31 Dec 2021 STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) had 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 7,711,566 shares of stock of the company.
Largest 10 holders included F3Logic, LLC, WealthPLAN Partners, LLC, Octavia Wealth Advisors, LLC, Kestra Advisory Services, LLC, Ameritas Advisory Services, LLC, ROYAL BANK OF CANADA, LPL Financial LLC, Savior LLC, Stratos Wealth Partners, LTD., and Cetera Advisor Networks LLC.
This table shows 35 institutional shareholders of the security as of 31 Dec 2021.
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.