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 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