Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Total 13F shares
-
7,316,146
-
Share change
-
-99,869
-
Total reported value
-
$178,092,149
-
Price per share
-
$24.34
-
Number of holders
-
40
-
Value change
-
-$2,200,415
-
Number of buys
-
16
-
Number of sells
-
20
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q4 2023
As of 31 Dec 2023,
STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,316,146 shares.
The largest 10 holders included
Kestra Advisory Services, LLC, Ameritas Advisory Services, LLC, Octavia Wealth Advisors, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA, WealthPLAN Partners, LLC, OSAIC HOLDINGS, INC., and Stratos Wealth Partners, LTD..
This page lists
40
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.