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 17 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 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
|
$14.1 Million
2.86% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,778,282
shares
|
$14.1 Million
2.87% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
586,373
shares
|
$4.64 Million
0.11% of portfolio
|
Q1 2024
Added 38.61%
|
|
|
Encompass More Asset Management
Danville, CA |
May 10, 2024 Q1 2024 |
338,596
shares
|
$2.68 Million
2.26% of portfolio
|
Q1 2024
Added 63.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
211,983
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
189,747
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2024 Q1 2024 |
171,175
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
156,987
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
71,218
shares
|
$563,334
0.0% of portfolio
|
Q1 2024
Added 109.9%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
64,344
shares
|
$508,961
0.0% of portfolio
|
Q1 2024
Reduced 47.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
42,306
shares
|
$334,640
0.0% of portfolio
|
Q1 2024
Added 6.8%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
40,041
shares
|
$316,724
0.02% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
23,593
shares
|
$186,620
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
19,080
shares
|
$150,922
0.02% of portfolio
|
Q1 2024
Reduced 97.6%
|
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
14,089
shares
|
$111,443
0.04% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,037
shares
|
$16,112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|