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 6.11 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 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
|
$13.4 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%
|
|
|
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%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
284,863
shares
|
$2.15 Million
0.74% of portfolio
|
Q1 2025
Reduced 33.4%
|
|
|
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%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
99,083
shares
|
$747,085
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
70,348
shares
|
$530,423
0.0% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
57,753
shares
|
$435,457
0.0% of portfolio
|
Q1 2025
Added 160.15%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
25,183
shares
|
$189,879
0.01% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,876
shares
|
$180,025
0.0% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
18,344
shares
|
$138,313
0.05% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
17,518
shares
|
$132,085
0.0% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,532
shares
|
$124,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
16,050
shares
|
$121,017
0.02% of portfolio
|
Q1 2025
Added 43.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
12,725
shares
|
$95,946
0.0% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
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
|
May 13, 2025 Q1 2025 |
6,198
shares
|
$46,732
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|