STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 12 filers reported holding STARBOARD INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,094,996 | -1.4% | 1,044,866 | -1.3% | 0.15% | -5.8% |
| Q1 2023 | $8,212,009 | -2.5% | 1,058,249 | -3.8% | 0.16% | -10.4% |
| Q4 2022 | $8,420,463 | -8.8% | 1,099,966 | -10.5% | 0.17% | -15.2% |
| Q3 2022 | $9,230,000 | -10.7% | 1,228,594 | -1.5% | 0.20% | -6.0% |
| Q2 2022 | $10,339,000 | -22.6% | 1,247,118 | -14.0% | 0.22% | -7.3% |
| Q1 2022 | $13,360,000 | +33.1% | 1,449,412 | +39.9% | 0.23% | +30.7% |
| Q4 2021 | $10,040,000 | – | 1,036,124 | – | 0.18% | – |
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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% |