STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 16 filers reported holding STARBOARD INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,576,848 | +10.1% | 1,388,038 | +3.7% | 1.69% | -0.2% |
| Q3 2023 | $9,606,626 | +46.1% | 1,338,007 | +57.7% | 1.70% | -13.4% |
| Q2 2023 | $6,573,851 | -28.3% | 848,524 | -28.1% | 1.96% | +24.2% |
| Q1 2023 | $9,163,926 | -39.8% | 1,180,918 | -38.4% | 1.58% | +48.3% |
| Q4 2022 | $15,220,542 | +2.6% | 1,918,152 | +0.7% | 1.06% | -1.8% |
| Q3 2022 | $14,841,000 | -21.4% | 1,905,274 | -11.7% | 1.08% | -17.3% |
| Q1 2022 | $18,883,000 | – | 2,156,758 | – | 1.31% | – |
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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% |