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 43 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,641,608
shares
|
$45.8 Million
0.29% of portfolio
|
Q1 2024
Added 18.16%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
1,319,520
shares
|
$36.8 Million
1.4% of portfolio
|
Q1 2024
Added 75.45%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
734,290
shares
|
$20.5 Million
2.79% of portfolio
|
Q1 2024
Added 2.77%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
680,398
shares
|
$19 Million
0.4% of portfolio
|
Q1 2024
Added 7.37%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
517,815
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.56%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
454,270
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2024
Added 2.07%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
413,473
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
387,566
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
338,374
shares
|
$9.43 Million
0.9% of portfolio
|
Q1 2024
Reduced 9.84%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
277,229
shares
|
$7.73 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.72%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
247,455
shares
|
$6.9 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Encompass More Asset Management
Danville, CA |
May 10, 2024 Q1 2024 |
222,413
shares
|
$6.2 Million
4.72% of portfolio
|
Q1 2024
Added 69.25%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
200,376
shares
|
$5.59 Million
0.87% of portfolio
|
Q1 2024
Added 12.03%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
198,981
shares
|
$5.55 Million
0.0% of portfolio
|
Q1 2024
Added 0.69%
|
|
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%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
64,777
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2024
Added 3.96%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
61,009
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2024
Added 47.05%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
58,253
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
48,078
shares
|
$1.34 Million
0.55% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
42,685
shares
|
$1.19 Million
0.36% of portfolio
|
Q1 2024
Added 0.45%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.09 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
|
$1.09 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
31,977
shares
|
$891,518
0.0% of portfolio
|
Q1 2024
New holding
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
24,188
shares
|
$674,361
0.01% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
24,121
shares
|
$672,493
0.01% of portfolio
|
Q1 2024
Added 6.58%
|