CUSIP: 85521B783
Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
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Equity / ADAPTIVE HDGD MU
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Total 13F shares
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5,110,755
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Share change
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-890,670
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Total reported value
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$39,595,479
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Price per share
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$7.75
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Number of holders
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15
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Value change
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-$6,900,730
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Number of buys
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2
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Number of sells
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13
Quarterly Holders Quick Answers
What is CUSIP 85521B783?
CUSIP 85521B783 identifies AMAX - STARBOARD INVT TR - ADAPTIVE HDGD MU in SEC institutional holdings data.
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Newer quarter:
Q3 2023
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Previous quarter:
Q1 2023
Recent filing periods for CUSIP 85521B783:
Institutional Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q2 2023
As of 30 Jun 2023,
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,110,755 shares.
The largest 10 holders included
Gallagher Fiduciary Advisors, LLC, Atria Investments, Inc, WealthPlan Investment Management, LLC, WealthPLAN Partners, LLC, LPL Financial LLC, Cetera Advisors LLC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, Cetera Advisor Networks LLC, and COLUMBIA ADVISORY PARTNERS LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 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.