Q3 2022 13F Holders as of 30 Sep 2022
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Type / Class
-
Equity / ADAPTIVE ALPHA
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Number of holders
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36
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Total 13F shares, excl. options
-
6,803,234
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Shares change
-
-1,193,842
-
Total reported value, excl. options
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$131,701,248
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Value change
-
-$23,359,761
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Number of buys
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14
-
Number of sells
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20
-
Price
-
$19.18
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q3 2022
As of 30 Sep 2022 STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) had 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,803,234 shares of stock of the company.
Largest 10 holders included Ameritas Advisory Services, LLC, Kestra Advisory Services, LLC, Octavia Wealth Advisors, LLC, WealthPlan Investment Management, LLC, F3Logic, LLC, ROYAL BANK OF CANADA, ATRIA INVESTMENTS LLC, ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, and Stratos Wealth Partners, LTD..
This table shows 39 institutional shareholders of the security as of 30 Sep 2022.
| 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.