STARBOARD INVT TR's ticker is and the CUSIP is 85521B783. A total of 11 filers reported holding STARBOARD INVT TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC | 237,089 | $1,839,811 | 1.74% |
| WealthPlan Investment Management, LLC | 1,180,918 | $9,163,926 | 1.58% |
| Gallagher Fiduciary Advisors, LLC | 1,774,640 | $13,771,202 | 1.14% |
| WealthPLAN Partners, LLC | 819,909 | $6,362,494 | 0.72% |
| Atria Investments, Inc | 1,058,249 | $8,212,009 | 0.16% |
| Empirical Asset Management, LLC | 10,322 | $80,100 | 0.08% |
| CENTAURUS FINANCIAL, INC. | 39,969 | $310 | 0.02% |
| Cetera Advisors LLC | 110,900 | $860,584 | 0.01% |
| Cetera Advisor Networks LLC | 88,321 | $685,370 | 0.01% |
| EverSource Wealth Advisors, LLC | 5,169 | $40,111 | 0.01% |