Q4 2024 13F Holders as of 12/31/2024
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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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17
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Total 13F shares, excl. options
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2.64M
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Shares change
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+249K
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Total reported value, excl. options
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$20.6M
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Value change
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+$1.94M
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Number of buys
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10
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Number of sells
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-6
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Price
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$7.78
Significant Holders of STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) as of Q4 2024
18 filings reported holding AMAX - STARBOARD INVT TR - ADAPTIVE HDGD MU as of Q4 2024.
STARBOARD INVT TR - ADAPTIVE HDGD MU (AMAX) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.64M shares
.
Largest 10 shareholders include KESTRA PRIVATE WEALTH SERVICES, LLC (913K shares), Encompass More Asset Management (481K shares), Rockport Wealth LLC (428K shares), PARTNERS WEALTH MANAGEMENT, LLC (289K shares), LPL Financial LLC (229K shares), Cetera Investment Advisers (90.1K shares), AE Wealth Management LLC (41.9K shares), OLD MISSION CAPITAL LLC (33.5K shares), NewEdge Advisors, LLC (27.3K shares), and CENTAURUS FINANCIAL, INC. (25.2K shares).
This table shows the top 17 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.