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 60 institutions that hold shares in the stock, with a total of 8.77 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$86,790
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,568
shares
|
$45,362
0.0% of portfolio
|
Q1 2025
Reduced 43.23%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,226
shares
|
$35,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
574
shares
|
$16,605
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
406
shares
|
$11,745
0.0% of portfolio
|
Q1 2025
Added 1930.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13
shares
|
$376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10
shares
|
$289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2
shares
|
$57
0.0% of portfolio
|
Q2 2022
Reduced 98.98%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
2
shares
|
$57
0.0% of portfolio
|
Q1 2023
Reduced 97.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|