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 19 institutions that hold shares in the stock, with a total of 5.75 Million shares, which have been reported (via 13F filing form) to have a value of $46.6 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
|
$14.4 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$14.4 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
738,719
shares
|
$5.98 Million
0.12% of portfolio
|
Q2 2024
Added 25.98%
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
370,365
shares
|
$3 Million
2.08% of portfolio
|
Q2 2024
Added 9.38%
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
342,684
shares
|
$2.78 Million
1.14% of portfolio
|
Q2 2024
Added 0.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
203,650
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
162,860
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Added 128.68%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
122,465
shares
|
$991,966
0.0% of portfolio
|
Q2 2024
Reduced 21.99%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
51,574
shares
|
$417,749
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
51,489
shares
|
$417,060
0.0% of portfolio
|
Q2 2024
Added 21.71%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
27,866
shares
|
$225,714
0.0% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
26,982
shares
|
$218,554
0.02% of portfolio
|
Q2 2024
Reduced 32.61%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
21,745
shares
|
$176,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
19,380
shares
|
$156,978
0.02% of portfolio
|
Q2 2024
Added 1.57%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
16,919
shares
|
$137,043
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
14,450
shares
|
$117,045
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
12,026
shares
|
$97,410
0.0% of portfolio
|
Q2 2024
Reduced 93.66%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
8,423
shares
|
$68,226
0.0% of portfolio
|
Q2 2024
Added 313.5%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|