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 56 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 $277 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
|
$54.3 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
|
$39.4 Million
1.41% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,203,254
shares
|
$32.9 Million
0.58% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
808,452
shares
|
$22.1 Million
2.67% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
542,362
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
442,868
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
382,556
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
371,335
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
357,197
shares
|
$9.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
304,153
shares
|
$8.32 Million
0.12% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
298,394
shares
|
$8.16 Million
1.15% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
277,005
shares
|
$7.57 Million
2.48% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
251,004
shares
|
$6.86 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
|
$6.42 Million
0.67% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
179,888
shares
|
$4.92 Million
5.56% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
146,766
shares
|
$4.01 Million
0.01% of portfolio
|
Q4 2024
Added 570.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
145,767
shares
|
$3.99 Million
0.12% of portfolio
|
Q3 2021
Reduced 99.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,985
shares
|
$3.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
72,737
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
55,441
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
46,425
shares
|
$1.27 Million
0.2% of portfolio
|
Q2 2024
Added 13.09%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
42,049
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
41,786
shares
|
$1.14 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
|
$1.07 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
39,070
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2022
Reduced 93.05%
|