Who owns STARBOARD INVT TR?
- Ticker: AGOX
- CUSIP Number: 85521b742
Tip: Access positions for across all investors
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 Advisory Services | 1.9M | $55M | 17% | Sep 2024 |
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| Ameritas Advisory Services | 1.4M | $41M | -6% | Sep 2024 |
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| Kestra Private Wealth Services | 1.0M | $30M | 29% | Sep 2024 |
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| Octavia Wealth Advisors | 788k | $23M | 5% | Sep 2024 |
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| Envestnet Asset Management | 534k | $15M | 6% | Sep 2024 |
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| Cetera Investment Advisers | 418k | $12M | 8% | Jun 2024 |
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| LPL Financial | 391k | $11M | -3% | Sep 2024 |
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| Royal Bank of Canada | 382k | $11M | -7% | Sep 2024 |
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| Feltz Wealth PLAN | 327k | $9.4M | -2% | Sep 2024 |
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| Stratos Wealth Partners | 295k | $8.5M | 16% | Sep 2024 |
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| Encompass More Asset Management | 257k | $7.4M | 5% | Sep 2024 |
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| Advisor Group Holdings | 256k | $7.4M | -8% | Sep 2024 |
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| WealthPlan Investment Management | 220k | $6.3M | 8% | Sep 2024 |
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| Global Retirement Partners | 137k | $3.9M | -4% | Sep 2024 |
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| Park Avenue Securities | 58k | $1.7M | -12% | Sep 2024 |
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| Mml Investors Services | 51k | $1.5M | 7% | Sep 2024 |
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| Newbridge Financial Services Group | 49k | $1.4M | 4% | Sep 2024 |
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| Goldstone Financial Group | 47k | $1.4M | 100% | Sep 2024 |
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| Empirical Asset Management | 40k | $1.2M | 0% | Sep 2024 |
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| Goss Wealth Management | 31k | $860k | 28% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 24k | $695k | 0% | Sep 2024 |
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| Jane Street | 22k | $633k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 22k | $632k | -1% | Sep 2024 |
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| Atria Wealth Solutions | 21k | $616k | 27% | Sep 2024 |
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| Firethorn Wealth Partners | 21k | $613k | 0% | Sep 2024 |
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| Prime Capital Investment Advisors | 20k | $576k | -13% | Sep 2024 |
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| Captrust Financial Advisors | 14k | $410k | 100% | Sep 2024 |
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| Principal Securities | 14k | $408k | 100% | Sep 2024 |
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| Atria Investments | 13k | $383k | 68% | Sep 2024 |
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| Cambridge Investment Research Advisors | 13k | $365k | -9% | Sep 2024 |
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| Centaurus Financial | 10k | $293k | 0% | Sep 2024 |
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| Thoroughbred Financial Services | 9.7k | $280k | -26% | Sep 2024 |
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| Lido Advisors | 8.2k | $229k | 100% | Jun 2024 |
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| Raymond James & Associates | 8.0k | $231k | 100% | Sep 2024 |
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| Summit Wealth & Retirement Planning | 7.6k | $220k | 0% | Sep 2024 |
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| Peterson Financial Group | 6.8k | $196k | 100% | Sep 2024 |
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| Webster Bank, N. A. | 6.3k | $182k | -11% | Sep 2024 |
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| EverSource Wealth Advisors | 3.2k | $92k | 0% | Sep 2024 |
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| Brian McDonald | 3.0k | $87k | 0% | Sep 2024 |
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| Private Trust Co Na | 3.0k | $84k | 100% | Jun 2024 |
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| Morgan Stanley | 148.00 | $4.1k | -70% | Jun 2024 |
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| Hexagon Capital Partners | 2.00 | $58.000000 | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.00 | $29.000000 | 100% | Sep 2024 |
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Who sold out of Starboard Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ronald Blue Trust | Jun 2024 | 941.00 | $24k |