Institutional Ownership Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 9.92 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,288
shares
|
$631,419
0.0% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,948
shares
|
$621,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,894
shares
|
$620,257
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
21,249
shares
|
$601,984
0.3% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
19,961
shares
|
$565,495
0.01% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,451
shares
|
$522,716
0.01% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
14,225
shares
|
$402,994
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,225
shares
|
$402,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,512
shares
|
$382,794
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,929
shares
|
$366,278
0.01% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
12,645
shares
|
$358,232
0.0% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,151
shares
|
$287,577
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,708
shares
|
$275,027
0.02% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
8,917
shares
|
$252,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,218
shares
|
$232,815
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,994
shares
|
$226,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,950
shares
|
$225,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
7,619
shares
|
$215,846
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,786
shares
|
$192,247
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
6,317
shares
|
$178,960
0.02% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,176
shares
|
$89,976
0.01% of portfolio
|
Q2 2024
Reduced 22.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$84,990
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
148
shares
|
$4,192
0.0% of portfolio
|
Q2 2024
Reduced 69.98%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
2
shares
|
$56
0.0% of portfolio
|
Q1 2023
Reduced 97.73%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2
shares
|
$56
0.0% of portfolio
|
Q2 2022
Reduced 98.98%
|