Institutional Ownership Starboard Invt Tr Rh Hedged Mu (AMAX)
This table provides information about the institutional ownership of Starboard Invt Tr Rh Hedged Mu (AMAX). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 5.66 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,778,282
shares
|
$14 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$14 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
814,890
shares
|
$6.44 Million
0.12% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
428,309
shares
|
$3.38 Million
1.32% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
370,871
shares
|
$2.93 Million
0.8% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
212,906
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
92,217
shares
|
$728,514
0.0% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
50,747
shares
|
$400,901
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
27,105
shares
|
$214,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
26,222
shares
|
$207,153
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
16,919
shares
|
$133,660
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
14,450
shares
|
$114,155
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,343
shares
|
$113,309
0.0% of portfolio
|
Q3 2024
Reduced 34.04%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,043
shares
|
$95,139
0.0% of portfolio
|
Q3 2024
Added 42.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,022
shares
|
$94,973
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,526
shares
|
$91,055
0.01% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
121
shares
|
$955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|