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 59 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$89,700
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,037
shares
|
$31,006
0.0% of portfolio
|
Q3 2025
Reduced 48.84%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
574
shares
|
$17,162
0.0% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
435
shares
|
$13,006
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
376
shares
|
$11,242
0.0% of portfolio
|
Q3 2025
Added 3660.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
235
shares
|
$7,026
0.0% of portfolio
|
Q3 2025
Reduced 48.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
98
shares
|
$2,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
2
shares
|
$59
0.0% of portfolio
|
Q1 2023
Reduced 97.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|