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 50 institutions that hold shares in the stock, with a total of 9.51 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,921,300
shares
|
$53.5 Million
0.32% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
1,402,138
shares
|
$39 Million
1.8% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,046,402
shares
|
$29.1 Million
0.57% of portfolio
|
Q3 2024
Added 29.18%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
788,305
shares
|
$21.9 Million
2.82% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
534,116
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
423,387
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
390,717
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
382,155
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
369,665
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 71.55%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
326,839
shares
|
$9.09 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
294,881
shares
|
$8.2 Million
0.13% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
256,582
shares
|
$7.14 Million
2.82% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
255,565
shares
|
$7.11 Million
0.02% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
219,687
shares
|
$6.11 Million
0.69% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$4.06 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
136,829
shares
|
$3.81 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
57,839
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
51,244
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
48,924
shares
|
$1.36 Million
0.51% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
46,916
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
40,420
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
39,070
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
24,076
shares
|
$669,794
0.03% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,288
shares
|
$620,052
0.0% of portfolio
|
Q3 2024
Reduced 27.73%
|