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 $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,847
shares
|
$22,441
0.0% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,699
shares
|
$20,642
0.0% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,639
shares
|
$19,913
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,400
shares
|
$17,010
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,220
shares
|
$14,823
0.01% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,209
shares
|
$14,689
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$12,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$12,150
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,000
shares
|
$12,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
861
shares
|
$10,461
0.0% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
550
shares
|
$6,682
0.0% of portfolio
|
Q4 2024
Reduced 38.55%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
403
shares
|
$4,896
0.0% of portfolio
|
Q1 2025
Added 76.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
300
shares
|
$3,645
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
259
shares
|
$3,146
0.0% of portfolio
|
Q1 2025
Reduced 55.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
218
shares
|
$2,648
0.0% of portfolio
|
Q3 2024
Added 847.83%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
100
shares
|
$1,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|