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 $47.9 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
|
$13.6 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$13.6 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
912,751
shares
|
$7 Million
0.13% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
481,387
shares
|
$3.69 Million
1.23% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
427,699
shares
|
$3.28 Million
1.52% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
289,199
shares
|
$2.22 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
228,797
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
90,139
shares
|
$691,366
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
50,747
shares
|
$389,229
0.0% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
41,908
shares
|
$321,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
33,522
shares
|
$257,113
0.0% of portfolio
|
Q4 2024
Added 133.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
27,336
shares
|
$209,667
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
26,222
shares
|
$201,122
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,200
shares
|
$170,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,213
shares
|
$132,023
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,685
shares
|
$112,633
0.0% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
12,585
shares
|
$96,526
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
11,206
shares
|
$85,950
0.01% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,145
shares
|
$47,132
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
|