Institutional Ownership Star Group, L.P. (SGU)
This table provides information about the institutional ownership of Star Group, L.P. (SGU). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
17,959
shares
|
$211,377
0.02% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
17,494
shares
|
$205,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,100
shares
|
$177,727
0.0% of portfolio
|
Q3 2023
Reduced 24.5%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
15,065
shares
|
$177,315
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
15,000
shares
|
$176,550
0.04% of portfolio
|
Q1 2019
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
13,500
shares
|
$158,895
0.0% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
13,444
shares
|
$158,235
0.03% of portfolio
|
Q4 2024
Reduced 55.36%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
13,000
shares
|
$153,010
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
12,895
shares
|
$151,774
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,450
shares
|
$146,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
12,281
shares
|
$144,547
0.0% of portfolio
|
Q1 2025
Reduced 57.95%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
12,127
shares
|
$142,734
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,075
shares
|
$142,122
0.0% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,402
shares
|
$134,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
11,011
shares
|
$129,599
0.0% of portfolio
|
Q2 2024
Reduced 84.69%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
9,726
shares
|
$114,475
0.11% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
9,000
shares
|
$105,930
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,384
shares
|
$63,369
0.0% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,005
shares
|
$58,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
5,000
shares
|
$58,850
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,837
shares
|
$56,931
0.0% of portfolio
|
Q3 2022
Reduced 75.61%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
3,845
shares
|
$45,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,500
shares
|
$41,195
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,339
shares
|
$27,530
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
2,182
shares
|
$25,682
0.0% of portfolio
|
Q4 2024
New holding
|