Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Starboard Investment Trust - Adaptive Alpha Opportunities ETF meliputi Avantax Advisory Services, Inc., M Holdings Securities, Inc., Janney Montgomery Scott LLC, Assetmark, Inc, dan Raymond James Financial Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 29,993 | 1 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,209 | 8.31 | 213 | 31.48 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 383,944 | 54.93 | 11,357 | 87.35 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10,751 | 5.91 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 2,027 | 29.27 | 60 | 55.26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 19,115 | 53.03 | 565 | 85.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 50 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 257,788 | 10.73 | 7,625 | 33.87 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 42,315 | 0.60 | 1,252 | 21.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 484,355 | 31.96 | 14,327 | 59.54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52,709 | 19.55 | 1,559 | 44.62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 178,056 | 9.98 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75,352 | 2,229 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 110,396 | 12.31 | 3,266 | 35.82 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,103 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 455 | 13 |
