Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $258 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,647,834
shares
|
$48.4 Million
0.26% of portfolio
|
Q2 2024
Added 0.38%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
1,485,976
shares
|
$43.7 Million
1.61% of portfolio
|
Q2 2024
Added 12.61%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
810,015
shares
|
$23.8 Million
0.46% of portfolio
|
Q2 2024
Added 19.05%
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
788,305
shares
|
$23.2 Million
2.82% of portfolio
|
Q3 2024
Added 5.26%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
505,862
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2024
Added 11.36%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
417,882
shares
|
$12.3 Million
0.03% of portfolio
|
Q2 2024
Added 7.82%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
412,683
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
404,287
shares
|
$11.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.92%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
332,843
shares
|
$9.78 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
294,881
shares
|
$8.66 Million
0.13% of portfolio
|
Q3 2024
Added 16.37%
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
245,191
shares
|
$7.2 Million
4.88% of portfolio
|
Q2 2024
Added 10.24%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
238,357
shares
|
$7 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
215,487
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2024
Added 8.3%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
202,901
shares
|
$5.96 Million
0.92% of portfolio
|
Q2 2024
Added 1.26%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$4.28 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
136,829
shares
|
$4.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
57,839
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
47,938
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2024
Added 49.91%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
46,972
shares
|
$1.38 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
40,420
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
39,070
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
30,838
shares
|
$906,020
0.01% of portfolio
|
Q2 2024
Added 27.85%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
24,076
shares
|
$707,352
0.03% of portfolio
|
Q1 2024
Added 0.27%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
22,849
shares
|
$671,303
0.01% of portfolio
|
Q2 2024
Reduced 5.54%
|