STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 19 filers reported holding STARBOARD INVT TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $853,120 | +733.0% | 110,117 | +734.3% | 0.00% | – |
| Q1 2023 | $102,416 | -56.4% | 13,198 | -57.0% | 0.00% | – |
| Q4 2022 | $235,152 | -74.7% | 30,718 | -75.2% | 0.00% | – |
| Q3 2022 | $930,000 | -56.6% | 123,833 | -52.1% | 0.00% | -100.0% |
| Q2 2022 | $2,144,000 | +694.1% | 258,609 | +784.0% | 0.00% | – |
| Q1 2022 | $270,000 | -74.9% | 29,256 | -73.7% | 0.00% | – |
| Q4 2021 | $1,076,000 | – | 111,073 | – | 0.00% | – |
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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% |