Institutional Ownership Star Group, L.P. (SGU)
This table provides information about the institutional ownership of Star Group, L.P. (SGU). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $86.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3,845
shares
|
$45,947
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,500
shares
|
$41,825
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,339
shares
|
$27,951
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,182
shares
|
$26,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,884
shares
|
$22,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,639
shares
|
$19,586
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,400
shares
|
$16,730
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,209
shares
|
$14,447
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$11,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
825
shares
|
$9,858
0.0% of portfolio
|
Q3 2025
Added 79.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
600
shares
|
$7,170
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
404
shares
|
$4,827
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
300
shares
|
$3,585
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
218
shares
|
$2,605
0.0% of portfolio
|
Q3 2024
Added 847.83%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
100
shares
|
$1,195
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39
shares
|
$466
0.0% of portfolio
|
Q1 2025
Added 564.1%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|