NewEdge Advisors, LLC - STARBOARD INVT TR ownership

STARBOARD INVT TR's ticker is and the CUSIP is 85521B759. A total of 10 filers reported holding STARBOARD INVT TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of STARBOARD INVT TR
ValueSharesWeighting
Q3 2023$199,905
-25.8%
15,409
-22.8%
0.00%
-33.3%
Q2 2023$269,357
-6.9%
19,970
-10.5%
0.00%
-25.0%
Q1 2023$289,396
+1512.5%
22,304
-38.9%
0.00%
Q4 2022$17,947
-97.2%
36,513
-29.4%
0.00%
-100.0%
Q3 2022$635,000
-6.2%
51,689
-4.3%
0.01%
-9.1%
Q2 2022$677,000
-63.0%
54,008
-52.9%
0.01%
-60.7%
Q4 2021$1,829,000114,6960.03%
Other shareholders
STARBOARD INVT TR shareholders Q3 2022
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 44,556$578,1100.55%
Gallagher Fiduciary Advisors, LLC 190,939$2,477,4270.20%
Cetera Advisors LLC 195,656$2,538,6220.04%
Avior Wealth Management, LLC 13,466$174,7200.01%
Cetera Advisor Networks LLC 83,843$1,087,8530.01%
NewEdge Advisors, LLC 22,304$289,3960.00%
LPL Financial LLC 197,715$2,565,3250.00%
ENVESTNET ASSET MANAGEMENT INC 115,856$1,503,2160.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 127$1,6480.00%
View complete list of STARBOARD INVT TR shareholders