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 |
|---|---|---|---|---|---|
| Berman McAleer | 2.2M | $60M | 100% | Mar 2026 |
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| Ameritas Advisory Services | 955k | $25M | -1% | Mar 2026 |
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| Royal Bank of Canada | 919k | $24M | 80% | Mar 2026 |
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| Kestra Private Wealth Services | 907k | $24M | -9% | Mar 2026 |
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| Cetera Investment Advisers | 438k | $12M | -1% | Mar 2026 |
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| Envestnet Asset Management | 436k | $12M | -3% | Mar 2026 |
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| LPL Financial | 410k | $11M | -8% | Mar 2026 |
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| UBS Group | 342k | $9.1M | 0% | Mar 2026 |
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| Stratos Wealth Partners | 279k | $7.4M | 0% | Mar 2026 |
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| Octavia Wealth Advisors | 244k | $6.5M | -73% | Mar 2026 |
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| Advisor Group Holdings | 223k | $6.4M | -4% | Dec 2025 |
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| Partners Wealth Management | 212k | $5.6M | -8% | Mar 2026 |
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| Commonwealth Equity Services | 199k | $5.3M | 8% | Mar 2026 |
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| WealthPlan Investment Management | 185k | $4.9M | -47% | Mar 2026 |
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| Feltz Wealth PLAN | 134k | $3.6M | -23% | Mar 2026 |
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| Global Retirement Partners | 123k | $3.5M | 1% | Dec 2025 |
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| Prosperity Financial Group | 116k | $3.1M | 0% | Mar 2026 |
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| Integrity Alliance | 60k | $1.6M | 0% | Mar 2026 |
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| Goss Wealth Management | 60k | $1.6M | -5% | Mar 2026 |
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| Raymond James Financial | 59k | $1.7M | 10% | Dec 2025 |
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| Empirical Asset Management | 45k | $1.2M | 1% | Mar 2026 |
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| Firethorn Wealth Partners | 33k | $867k | 13% | Mar 2026 |
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| Goldstone Financial Group | 31k | $829k | -11% | Mar 2026 |
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| Prime Capital Investment Advisors | 31k | $823k | 85% | Mar 2026 |
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| Foundations Investment Advisors | 27k | $720k | -38% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 26k | $687k | 0% | Mar 2026 |
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| Citadel Advisors | 18k | $467k | 100% | Mar 2026 |
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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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| Atria Investments | 13k | $333k | 0% | Mar 2026 |
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| Centaurus Financial | 11k | $296k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 10k | $272k | -14% | Mar 2026 |
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| Principal Securities | 8.4k | $224k | -10% | Mar 2026 |
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| Lido Advisors | 8.2k | $219k | 0% | Mar 2026 |
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| Newbridge Financial Services Group | 7.4k | $197k | -28% | Mar 2026 |
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| Steward Partners Investment Advisory | 3.5k | $92k | -38% | Mar 2026 |
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| Brian McDonald | 3.1k | $88k | 3% | Dec 2025 |
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| Harbour Investments | 1.5k | $40k | 100% | Mar 2026 |
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| Morgan Stanley | 1.0k | $28k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 1.0k | $28k | 100% | Mar 2026 |
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| Indiana Trust & Investment Management | 724.00 | $19k | 100% | Mar 2026 |
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| Webster Bank, N. A. | 574.00 | $15k | 0% | Mar 2026 |
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| Assetmark | 235.00 | $6.3k | 0% | Mar 2026 |
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| Security National Bank | 68.00 | $1.8k | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Encompass More Asset Management | Dec 2025 | 375k | $11M |
| Jane Street | Dec 2025 | 13k | $362k |
| Silver Oak Securities | Dec 2025 | 9.0k | $261k |
| Kestra Advisory Services | Dec 2025 | 8.6k | $245k |
| Thoroughbred Financial Services | Dec 2025 | 7.2k | $205k |
| Summit Financial | Dec 2025 | 7.2k | $205k |
| EverSource Wealth Advisors | Dec 2025 | 3.2k | $91k |
| Jpmorgan Chase & Co | Sep 2025 | 376.00 | $12k |