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 $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,948
shares
|
$640,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,894
shares
|
$638,866
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
21,333
shares
|
$622,496
0.01% of portfolio
|
Q3 2024
Added 27.32%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,252
shares
|
$620,133
0.33% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
19,961
shares
|
$582,461
0.01% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,225
shares
|
$415,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$415,085
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,136
shares
|
$412,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
13,285
shares
|
$387,656
0.01% of portfolio
|
Q3 2024
Added 68.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,645
shares
|
$368,981
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,151
shares
|
$296,206
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,708
shares
|
$283,279
0.02% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,218
shares
|
$239,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$233,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,950
shares
|
$231,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
7,619
shares
|
$222,322
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,786
shares
|
$198,015
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
6,317
shares
|
$184,330
0.02% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,176
shares
|
$92,675
0.01% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$87,540
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
148
shares
|
$4,318
0.0% of portfolio
|
Q2 2024
Reduced 69.98%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$58
0.0% of portfolio
|
Q2 2022
Reduced 98.98%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
2
shares
|
$58
0.0% of portfolio
|
Q1 2023
Reduced 97.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|