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 | $77M | 0% | Jun 2026 |
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| Ameritas Advisory Services | 1.5M | $52M | 57% | Jun 2026 |
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| Royal Bank of Canada | 955k | $33M | 4% | Jun 2026 |
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| Kestra Private Wealth Services | 699k | $24M | -23% | Jun 2026 |
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| LPL Financial | 481k | $17M | 17% | Jun 2026 |
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| Cetera Investment Advisers | 428k | $15M | -2% | Jun 2026 |
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| Envestnet Asset Management | 401k | $14M | -8% | Jun 2026 |
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| UBS Group | 301k | $10M | -12% | Jun 2026 |
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| Stratos Wealth Partners | 279k | $9.7M | 0% | Jun 2026 |
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| Octavia Wealth Advisors | 271k | $9.4M | 11% | Jun 2026 |
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| Partners Wealth Management | 221k | $7.7M | 4% | Jun 2026 |
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| Advisor Group Holdings | 219k | $7.6M | 19% | Jun 2026 |
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| Commonwealth Equity Services | 174k | $6.0M | -12% | Jun 2026 |
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| WealthPlan Investment Management | 143k | $5.0M | -22% | Jun 2026 |
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| Global Retirement Partners | 112k | $3.9M | -9% | Jun 2026 |
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| Feltz Wealth PLAN | 84k | $2.9M | -37% | Jun 2026 |
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| Integrity Alliance | 61k | $2.1M | 1% | Jun 2026 |
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| Goss Wealth Management | 59k | $2.0M | -1% | Jun 2026 |
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| Susquehanna International | 59k | $2.0M | 100% | Jun 2026 |
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| Raymond James Financial | 58k | $2.0M | -1% | Jun 2026 |
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| Firethorn Wealth Partners | 52k | $1.8M | 59% | Jun 2026 |
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| Empirical Asset Management | 45k | $1.6M | 1% | Jun 2026 |
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| Goldstone Financial Group | 30k | $1.0M | -5% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 26k | $894k | 0% | Jun 2026 |
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| Prime Capital Investment Advisors | 23k | $791k | -26% | Jun 2026 |
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| Jpmorgan Chase & Co | 21k | $735k | 100% | Jun 2026 |
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| Captrust Financial Advisors | 15k | $528k | 0% | Jun 2026 |
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| Atria Investments | 12k | $428k | -1% | Jun 2026 |
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| Centaurus Financial | 11k | $364k | -5% | Jun 2026 |
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| Kestra Advisory Services | 10k | $356k | 100% | Jun 2026 |
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| Janney Montgomery Scott | 10k | $354k | 0% | Jun 2026 |
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| Old Mission Capital | 8.9k | $309k | 100% | Jun 2026 |
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| Two Sigma Securities | 8.3k | $286k | 100% | Jun 2026 |
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| Thoroughbred Financial Services | 8.2k | $282k | 100% | Jun 2026 |
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| Principal Securities | 7.6k | $262k | -10% | Jun 2026 |
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| Newbridge Financial Services Group | 7.4k | $257k | 0% | Jun 2026 |
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| Summit Financial | 7.2k | $249k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 6.5k | $225k | 100% | Jun 2026 |
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| Ausdal Financial Partners | 6.1k | $212k | 100% | Jun 2026 |
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| Encompass More Asset Management | 6.0k | $207k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.6k | $124k | 4% | Jun 2026 |
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| Heritage Wealth Advisors | 3.2k | $112k | 100% | Jun 2026 |
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| Morgan Stanley | 1.0k | $28k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 1.0k | $36k | 0% | Jun 2026 |
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| BlackRock | 807.00 | $28k | 100% | Jun 2026 |
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| Assetmark | 235.00 | $8.1k | 0% | Jun 2026 |
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| Wells Fargo & Company | 114.00 | $4.0k | 100% | Jun 2026 |
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| Security National Bank | 68.00 | $2.4k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 48.00 | $1.7k | 0% | Jun 2026 |
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Who sold out of Starboard Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Prosperity Financial Group | Mar 2026 | 116k | $3.1M |
| Foundations Investment Advisors | Mar 2026 | 27k | $720k |
| Gts Securities | Mar 2026 | 23k | $609k |
| Citadel Advisors | Mar 2026 | 18k | $467k |
| Lido Advisors | Mar 2026 | 8.2k | $219k |
| Harbour Investments | Mar 2026 | 1.5k | $40k |
| Indiana Trust & Investment Management | Mar 2026 | 724.00 | $19k |
| Webster Bank, N. A. | Mar 2026 | 574.00 | $15k |