Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / ADAPTIVE HDGD MU
-
Total 13F shares
-
5,110,755
-
Share change
-
-890,670
-
Total reported value
-
$39,595,479
-
Price per share
-
$7.75
-
Number of holders
-
15
-
Value change
-
-$6,900,730
-
Number of buys
-
2
-
Number of sells
-
13
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) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,110,755 shares of stock of the company.
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 table shows 15 institutional shareholders of the security as of 30 Jun 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.