Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ADAPTIVE ALPHA
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
7,316,146
-
Shares change
-
-99,869
-
Total reported value, excl. options
-
$178,092,149
-
Value change
-
-$2,200,415
-
Number of buys
-
16
-
Number of sells
-
20
-
Price
-
$24.34
Institutional Holders of STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) as of Q4 2023
As of 31 Dec 2023 STARBOARD INVT TR - ADAPTIVE ALPHA (AGOX) had 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,316,146 shares of stock of the company.
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 table shows 40 institutional shareholders of the security as of 31 Dec 2023.
| 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.