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 923k $28M 3% Sep 2025
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Octavia Wealth Advisors 848k $26M 4% Sep 2025
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Royal Bank of Canada 511k $16M 5% Sep 2025
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Envestnet Asset Management 445k $14M -2% Sep 2025
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Cetera Investment Advisers 440k $14M 24% Sep 2025
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WealthPlan Investment Management 410k $13M 7% Sep 2025
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Encompass More Asset Management 378k $12M 40% Sep 2025
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UBS Group 357k $11M -1% Sep 2025
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LPL Financial 336k $10M -8% Sep 2025
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Stratos Wealth Partners 270k $8.3M 1% Sep 2025
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Advisor Group Holdings 231k $7.1M -10% Sep 2025
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Partners Wealth Management 228k $7.0M 25% Sep 2025
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Feltz Wealth PLAN 185k $5.7M 1% Sep 2025
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Commonwealth Equity Services 174k $5.3M -2% Sep 2025
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Global Retirement Partners 122k $3.7M 1% Sep 2025
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Prosperity Financial Group 116k $3.6M 5% Sep 2025
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H D Vest Advisory Services 75k $2.2M 100% Jun 2025
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Integrity Alliance 61k $1.9M 100% Sep 2025
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Goss Wealth Management 56k $1.7M 7% Sep 2025
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Raymond James Financial 54k $1.7M 107692% Sep 2025
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Empirical Asset Management 43k $1.3M 2% Sep 2025
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Ameritas Advisory Services 37k $1.1M -97% Sep 2025
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Goldstone Financial Group 36k $1.1M -1% Sep 2025
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Foundations Investment Advisors 27k $821k 100% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 25k $768k 0% Sep 2025
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Kestra Advisory Services 21k $651k 97% Sep 2025
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Firethorn Wealth Partners 21k $641k 2% Sep 2025
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Jane Street 20k $616k 100% Sep 2025
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Prime Capital Investment Advisors 17k $517k 0% Sep 2025
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Atria Wealth Solutions 15k $454k -13% Jun 2025
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Captrust Financial Advisors 15k $454k 0% Sep 2025
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Atria Investments 14k $438k 2% Sep 2025
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Newbridge Financial Services Group 13k $391k -4% Sep 2025
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Principal Securities 12k $359k 4% Sep 2025
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Centaurus Financial 11k $341k 3% Sep 2025
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Gts Securities 11k $332k 100% Sep 2025
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Janney Montgomery Scott 10k $310k 11% Sep 2025
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Ausdal Financial Partners 8.4k $256k 100% Sep 2025
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Lido Advisors 8.2k $252k 0% Sep 2025
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Summit Financial 7.7k $236k 100% Sep 2025
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Thoroughbred Financial Services 7.2k $220k 0% Sep 2025
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Steward Partners Investment Advisory 4.0k $124k -44% Sep 2025
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EverSource Wealth Advisors 3.2k $98k 0% Sep 2025
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Brian McDonald 3.0k $92k 0% Sep 2025
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Morgan Stanley 2.0k $60k 100% Jun 2025
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Webster Bank, N. A. 574.00 $18k 0% Sep 2025
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MAI Wealth Advisors 435.00 $13k 100% Sep 2025
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Jpmorgan Chase & Co 376.00 $12k 3660% Sep 2025
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Assetmark 235.00 $7.2k -48% Sep 2025
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Hanson McClain Advisors 98.00 $3.0k 100% Sep 2025
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Who sold out of Starboard Invt Tr?

Fund or Company Name Date Sold Shares Held Valued At
Frank. Day Jun 2025 30k $887k
Old Mission Capital Jun 2025 19k $565k
Cambridge Investment Research Advisors Jun 2025 13k $395k