STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX)

CUSIP: 85521B783

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / ADAPTIVE HDGD MU
Total 13F shares
9,345,518
Share change
+67,511
Total reported value
$72,634,443
Price per share
$7.66
Number of holders
18
Value change
+$520,021
Number of buys
10
Number of sells
5

Quarterly Holders Quick Answers

What is CUSIP 85521B783?
CUSIP 85521B783 identifies AMAX - STARBOARD INVT TR - ADAPTIVE HDGD MU in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q4 2022

As of 31 Dec 2022, STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,345,518 shares. The largest 10 holders included WealthPLAN Partners, LLC, WealthPlan Investment Management, LLC, F3Logic, LLC, Gallagher Benefit Services, Inc., Atria Investments, Inc, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Cetera Advisors LLC, ENVESTNET ASSET MANAGEMENT INC, and Cetera Advisor Networks LLC. This page lists 18 institutional shareholders reporting positions in this security for the Q4 2022 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.