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 55 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,987,716
shares
|
$47.5 Million
0.31% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,440,708
shares
|
$34.4 Million
1.41% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,203,254
shares
|
$28.7 Million
0.58% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
842,169
shares
|
$20.1 Million
2.5% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
542,362
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
442,868
shares
|
$10.6 Million
0.03% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
382,556
shares
|
$9.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
371,335
shares
|
$8.87 Million
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
357,197
shares
|
$8.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
304,153
shares
|
$7.27 Million
0.12% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
298,394
shares
|
$7.13 Million
1.15% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
277,005
shares
|
$6.62 Million
2.48% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
251,004
shares
|
$6 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
234,644
shares
|
$5.61 Million
0.67% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
183,122
shares
|
$4.37 Million
5.08% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
146,766
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Added 570.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$3.48 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,985
shares
|
$2.96 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
55,441
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
42,049
shares
|
$1 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,786
shares
|
$998,267
0.03% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
39,521
shares
|
$944,156
0.15% of portfolio
|
Q1 2025
Reduced 14.87%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
39,070
shares
|
$933,382
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$933,382
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
25,008
shares
|
$597,441
0.03% of portfolio
|
Q4 2024
Added 3.87%
|