Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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Equity / ADAPTIVE HDGD MU
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Number of holders
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18
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Total 13F shares, excl. options
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9.35M
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Shares change
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+67.5K
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Total reported value, excl. options
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$72.6M
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Value change
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+$520K
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Number of buys
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10
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Number of sells
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-5
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Price
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$7.66
Significant Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q4 2022
18 filings reported holding AMAX - STARBOARD INVT TR - ADAPTIVE HDGD MU as of Q4 2022.
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.35M shares
.
Largest 10 shareholders include WealthPLAN Partners, LLC (1.92M shares), WealthPlan Investment Management, LLC (1.92M shares), F3Logic, LLC (1.78M shares), Gallagher Benefit Services, Inc. (1.78M shares), Atria Investments, Inc (1.1M shares), LPL Financial LLC (311K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (104K shares), Cetera Advisors LLC (98.3K shares), ENVESTNET ASSET MANAGEMENT INC (91.5K shares), and Cetera Advisor Networks LLC (69.9K shares).
This table shows the top 18 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.