Who owns STARBOARD INVT TR?

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Analyze quarterly positions in Starboard Invt Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Starboard Invt Tr stock

Who bought or sold STARBOARD INVT TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Kestra Private Wealth Services 1.0M $29M 8% Dec 2025
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Ameritas Advisory Services 964k $28M 2516% Dec 2025
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Octavia Wealth Advisors 890k $25M 5% Dec 2025
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Royal Bank of Canada 511k $16M 5% Sep 2025
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Envestnet Asset Management 451k $13M 1% Dec 2025
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Cetera Investment Advisers 443k $13M 1% Dec 2025
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LPL Financial 443k $13M 32% Dec 2025
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Encompass More Asset Management 375k $11M -1% Dec 2025
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WealthPlan Investment Management 346k $9.9M -16% Dec 2025
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UBS Group 340k $9.7M -5% Dec 2025
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Stratos Wealth Partners 280k $8.0M 3% Dec 2025
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Partners Wealth Management 232k $6.6M 2% Dec 2025
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Advisor Group Holdings 223k $6.4M -4% Dec 2025
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Commonwealth Equity Services 183k $5.2M 5% Dec 2025
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Feltz Wealth PLAN 174k $5.0M -6% Dec 2025
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Global Retirement Partners 123k $3.5M 1% Dec 2025
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Prosperity Financial Group 116k $3.3M 0% Dec 2025
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Goss Wealth Management 63k $1.8M 11% Dec 2025
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Integrity Alliance 60k $1.7M -2% Dec 2025
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Raymond James Financial 59k $1.7M 10% Dec 2025
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Empirical Asset Management 45k $1.3M 3% Dec 2025
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Foundations Investment Advisors 44k $1.2M 63% Dec 2025
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Goldstone Financial Group 35k $997k -4% Dec 2025
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Firethorn Wealth Partners 29k $826k 39% Dec 2025
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Nelson, Van Denburg & Campbell Wealth Management 26k $737k 3% Dec 2025
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Prime Capital Investment Advisors 17k $478k -1% Dec 2025
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Captrust Financial Advisors 15k $435k 3% Dec 2025
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Gts Securities 15k $420k 36% Dec 2025
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Old Mission Capital 14k $398k 100% Dec 2025
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Jane Street 13k $362k -37% Dec 2025
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Atria Investments 13k $359k -12% Dec 2025
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Janney Montgomery Scott 12k $338k 17% Dec 2025
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Centaurus Financial 11k $317k 0% Dec 2025
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Newbridge Financial Services Group 10k $295k -19% Dec 2025
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Principal Securities 9.3k $266k -20% Dec 2025
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Silver Oak Securities 9.0k $261k 100% Dec 2025
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Kestra Advisory Services 8.6k $245k -60% Dec 2025
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Lido Advisors 8.2k $252k 0% Dec 2025
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Thoroughbred Financial Services 7.2k $205k 0% Dec 2025
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Summit Financial 7.2k $205k -7% Dec 2025
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Steward Partners Investment Advisory 5.5k $158k 37% Dec 2025
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EverSource Wealth Advisors 3.2k $91k 0% Dec 2025
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Brian McDonald 3.1k $88k 3% Dec 2025
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Webster Bank, N. A. 574.00 $16k 0% Dec 2025
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Jpmorgan Chase & Co 376.00 $12k 100% Sep 2025
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Assetmark 235.00 $6.7k 0% Dec 2025
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Hanson McClain Advisors 48.00 $1.4k -51% Dec 2025
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Who sold out of Starboard Invt Tr?

Fund or Company Name Date Sold Shares Held Valued At
Ausdal Financial Partners Sep 2025 8.4k $256k
MAI Wealth Advisors Sep 2025 435.00 $13k