STARBOARD INVT TR's ticker is and the CUSIP is 85521B759. A total of 11 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348,576 | -10.2% | 181,032 | -6.6% | 0.04% | -9.8% |
| Q2 2023 | $2,614,812 | +3.0% | 193,862 | -0.9% | 0.04% | -2.4% |
| Q1 2023 | $2,538,622 | +1.3% | 195,656 | -0.1% | 0.04% | -6.7% |
| Q4 2022 | $2,506,795 | +23.7% | 195,765 | +18.7% | 0.04% | -16.7% |
| Q3 2022 | $2,027,000 | -0.3% | 164,936 | +1.7% | 0.05% | +17.4% |
| Q2 2022 | $2,033,000 | -15.2% | 162,220 | 0.0% | 0.05% | -4.2% |
| Q1 2022 | $2,398,000 | +4.9% | 162,220 | +13.2% | 0.05% | +4.3% |
| Q4 2021 | $2,285,000 | – | 143,284 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Empirical Asset Management, LLC | 44,556 | $578,110 | 0.55% |
| Gallagher Fiduciary Advisors, LLC | 190,939 | $2,477,427 | 0.20% |
| Cetera Advisors LLC | 195,656 | $2,538,622 | 0.04% |
| Avior Wealth Management, LLC | 13,466 | $174,720 | 0.01% |
| Cetera Advisor Networks LLC | 83,843 | $1,087,853 | 0.01% |
| NewEdge Advisors, LLC | 22,304 | $289,396 | 0.00% |
| LPL Financial LLC | 197,715 | $2,565,325 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 115,856 | $1,503,216 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| UBS Group AG | 127 | $1,648 | 0.00% |