STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 14 filers reported holding STARBOARD INVT TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,938 | -12.1% | 107,097 | -5.1% | 0.01% | -14.3% |
| Q2 2023 | $874,647 | +1.6% | 112,896 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $860,584 | +14.3% | 110,900 | +12.8% | 0.01% | 0.0% |
| Q4 2022 | $752,826 | -27.6% | 98,342 | -28.9% | 0.01% | -48.1% |
| Q3 2022 | $1,040,000 | -15.3% | 138,405 | -6.6% | 0.03% | -3.6% |
| Q2 2022 | $1,228,000 | -11.3% | 148,168 | -1.4% | 0.03% | 0.0% |
| Q1 2022 | $1,385,000 | -7.7% | 150,219 | -3.0% | 0.03% | -6.7% |
| Q4 2021 | $1,501,000 | – | 154,903 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthPlan Investment Management, LLC | 1,338,007 | $9,606,626 | 1.70% |
| WealthPLAN Partners, LLC | 794,704 | $5,705,814 | 0.66% |
| COLUMBIA ADVISORY PARTNERS LLC | 41,017 | $294,494 | 0.32% |
| Empirical Asset Management, LLC | 14,868 | $106,751 | 0.09% |
| Gallagher Fiduciary Advisors, LLC | 71,823 | $515,672 | 0.04% |
| CENTAURUS FINANCIAL, INC. | 39,969 | $287 | 0.02% |
| Cetera Advisors LLC | 107,097 | $768,938 | 0.01% |
| EverSource Wealth Advisors, LLC | 5,169 | $37,112 | 0.00% |
| Cetera Advisor Networks LLC | 93,692 | $672,688 | 0.00% |
| OLD MISSION CAPITAL LLC | 13,496 | $96,899 | 0.00% |