Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / RH TACTICAL ROT
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
701,083
-
Shares change
-
-178,648
-
Total reported value, excl. options
-
$8,819,679
-
Value change
-
-$2,190,573
-
Number of buys
-
3
-
Number of sells
-
-12
-
Price
-
$12.58
Significant Holders of STARBOARD INVT TR - RH TACTICAL ROT (RHRX) as of Q2 2023
17 filings reported holding RHRX - STARBOARD INVT TR - RH TACTICAL ROT as of Q2 2023.
STARBOARD INVT TR - RH TACTICAL ROT (RHRX) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 701,083 shares
.
Largest 10 shareholders include Cetera Advisors LLC (306,558 shares), LPL Financial LLC (156,010 shares), Gallagher Fiduciary Advisors, LLC (54,999 shares), ENVESTNET ASSET MANAGEMENT INC (46,308 shares), Prime Capital Investment Advisors, LLC (37,752 shares), Nelson, Van Denburg & Campbell Wealth Management Group, LLC (31,904 shares), OLD MISSION CAPITAL LLC (23,195 shares), WealthPLAN Partners, LLC (12,882 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11,796 shares), and CENTAURUS FINANCIAL, INC. (11,022 shares).
This table shows the top 13 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.