Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ADAPTIVE HDGD MU
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
2,642,677
-
Shares change
-
+248,553
-
Total reported value, excl. options
-
$20,636,620
-
Value change
-
+$1,944,099
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$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 2,642,677 shares
.
Largest 10 shareholders include KESTRA PRIVATE WEALTH SERVICES, LLC (912,751 shares), Encompass More Asset Management (481,387 shares), Rockport Wealth LLC (427,699 shares), PARTNERS WEALTH MANAGEMENT, LLC (289,199 shares), LPL Financial LLC (228,797 shares), Cetera Investment Advisers (90,139 shares), AE Wealth Management LLC (41,908 shares), OLD MISSION CAPITAL LLC (33,522 shares), NewEdge Advisors, LLC (27,336 shares), and CENTAURUS FINANCIAL, INC. (25,183 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.