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 20 institutions that hold shares in the stock, with a total of 6.25 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$13.4 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$13.4 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
940,806
shares
|
$7.09 Million
0.12% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
510,106
shares
|
$3.85 Million
1.13% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
427,699
shares
|
$3.22 Million
1.52% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
306,801
shares
|
$2.31 Million
2.58% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
235,214
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
70,348
shares
|
$530,423
0.0% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
50,747
shares
|
$382,632
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
33,522
shares
|
$252,755
0.0% of portfolio
|
Q4 2024
Added 133.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
27,336
shares
|
$206,113
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
25,183
shares
|
$189,879
0.01% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,200
shares
|
$167,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
17,518
shares
|
$132,085
0.0% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,685
shares
|
$110,724
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,725
shares
|
$95,946
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
11,206
shares
|
$84,493
0.01% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10,750
shares
|
$81,055
0.0% of portfolio
|
Q1 2025
Reduced 74.35%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,145
shares
|
$46,333
0.0% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|