Q2 2023 13F Holders as of 6/30/2023
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Type / Class
-
Equity / ADAPTIVE HDGD MU
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Number of holders
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15
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Total 13F shares, excl. options
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5.11M
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Shares change
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-891K
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Total reported value, excl. options
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$39.6M
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Value change
-
-$6.9M
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Number of buys
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2
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Number of sells
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-13
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Price
-
$7.75
Significant Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q2 2023
18 filings reported holding AMAX - STARBOARD INVT TR - ADAPTIVE HDGD MU as of Q2 2023.
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.11M shares
.
Largest 10 shareholders include Gallagher Fiduciary Advisors, LLC (1.71M shares), Atria Investments, Inc (1.04M shares), WealthPlan Investment Management, LLC (849K shares), WealthPLAN Partners, LLC (550K shares), LPL Financial LLC (398K shares), Cetera Advisors LLC (113K shares), JANE STREET GROUP, LLC (110K shares), ENVESTNET ASSET MANAGEMENT INC (87.6K shares), Cetera Advisor Networks LLC (66.6K shares), and COLUMBIA ADVISORY PARTNERS LLC (47.9K shares).
This table shows the top 15 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.