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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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 | 1.4M | $34M | 2% | Dec 2023 |
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Ameritas Advisory Services | 752k | $18M | -34% | Dec 2023 |
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Octavia Wealth Advisors | 715k | $17M | -1% | Dec 2023 |
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Kestra Private Wealth Services | 634k | $15M | 44% | Dec 2023 |
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LPL Financial | 481k | $11M | 20% | Sep 2023 |
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Royal Bank of Canada | 431k | $11M | -1% | Dec 2023 |
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Envestnet Asset Management | 415k | $9.4M | 16% | Sep 2023 |
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Feltz Wealth PLAN | 375k | $9.1M | -1% | Dec 2023 |
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Advisor Group Holdings | 329k | $8.0M | -12% | Dec 2023 |
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Stratos Wealth Partners | 250k | $6.1M | -2% | Dec 2023 |
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UBS Group | 198k | $4.8M | 28% | Dec 2023 |
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WealthPlan Investment Management | 179k | $4.4M | -3% | Dec 2023 |
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Financial Network Investment Corporation | 170k | $3.8M | 2% | Sep 2023 |
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Multi-Financial Securities | 147k | $3.3M | 6% | Sep 2023 |
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Encompass More Asset Management | 131k | $3.2M | 100% | Dec 2023 |
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Lincoln National | 62k | $1.5M | 1% | Dec 2023 |
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Mml Investors Services | 62k | $1.4M | -57% | Sep 2023 |
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Global Retirement Partners | 59k | $1.4M | 100% | Dec 2023 |
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Newbridge Financial Services Group | 56k | $1.3M | -7% | Sep 2023 |
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Empirical Asset Management | 43k | $1.0M | -1% | Dec 2023 |
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Park Avenue Securities | 42k | $1.0M | 54% | Dec 2023 |
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Goss Wealth Management | 26k | $592k | -7% | Sep 2023 |
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Prime Capital Investment Advisors | 26k | $622k | -1% | Dec 2023 |
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Commonwealth Equity Services | 25k | $618k | 0% | Dec 2023 |
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Firethorn Wealth Partners | 25k | $603k | 0% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 24k | $584k | 0% | Dec 2023 |
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Gallagher Fiduciary Advisors | 22k | $524k | -32% | Dec 2023 |
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Atria Wealth Solutions | 18k | $435k | 39% | Dec 2023 |
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Thoroughbred Financial Services | 14k | $341k | 43% | Dec 2023 |
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Cambridge Investment Research Advisors | 14k | $328k | -13% | Dec 2023 |
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Advisor Resource Council | 12k | $294k | 100% | Dec 2023 |
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Centaurus Financial | 10k | $247k | 0% | Dec 2023 |
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Webster Bank, N. A. | 8.5k | $207k | -19% | Dec 2023 |
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EverSource Wealth Advisors | 4.1k | $99k | 0% | Dec 2023 |
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Brian McDonald | 3.0k | $68k | 100% | Sep 2023 |
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Wells Fargo & Company | 221.00 | $5.4k | 100% | Dec 2023 |
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Geneos Wealth Management | 33.00 | $802.998900 | 100% | Dec 2023 |
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Hexagon Capital Partners | 2.00 | $49.000000 | 0% | Dec 2023 |
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Hanson McClain Advisors | 1.00 | $20.000000 | -50% | Dec 2023 |
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Who sold out of Starboard Invt Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AE Wealth Management | Sep 2023 | 76k | $1.7M |
Equitable Holdings | Jun 2023 | 31k | $731k |
Old Mission Capital | Jun 2023 | 19k | $454k |
Gts Securities | Sep 2023 | 10k | $227k |
Savior | Sep 2023 | 2.5k | $57k |