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 51 institutions that hold shares in the stock, with a total of 9.77 Million shares, which have been reported (via 13F filing form) to have a value of $273 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
|
$53.7 Million
0.32% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,440,708
shares
|
$40.3 Million
1.41% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,203,254
shares
|
$33.6 Million
0.58% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
808,452
shares
|
$22.6 Million
2.67% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
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
|
$10.7 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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
304,153
shares
|
$8.5 Million
0.12% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
298,394
shares
|
$8.34 Million
1.15% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
277,005
shares
|
$7.74 Million
2.48% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
255,565
shares
|
$7.14 Million
0.02% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
234,644
shares
|
$6.56 Million
0.67% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$4.07 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
136,829
shares
|
$3.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
72,737
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
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%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
46,425
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2024
Added 13.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
42,049
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,786
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
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 |
Jan 17, 2025 Q4 2024 |
25,008
shares
|
$698,973
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,288
shares
|
$622,949
0.0% of portfolio
|
Q3 2024
Reduced 27.73%
|