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 |
|---|---|---|---|---|---|
| Kestra Advisory Services | 1.4M | $34M | 2% | Dec 2023 |
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| Ameritas Advisory Services | 752k | $18M | -34% | Dec 2023 |
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| Octavia Wealth Advisors | 734k | $19M | 3% | Mar 2024 |
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| Kestra Private Wealth Services | 680k | $17M | 7% | Mar 2024 |
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| LPL Financial | 518k | $13M | 8% | Mar 2024 |
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| Envestnet Asset Management | 454k | $12M | 9% | Mar 2024 |
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| Royal Bank of Canada | 414k | $11M | -4% | Mar 2024 |
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| Feltz Wealth PLAN | 338k | $8.7M | -10% | Mar 2024 |
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| Advisor Group Holdings | 277k | $7.1M | -16% | Mar 2024 |
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| Stratos Wealth Partners | 248k | $6.3M | -1% | Mar 2024 |
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| Encompass More Asset Management | 222k | $5.7M | 69% | Mar 2024 |
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| WealthPlan Investment Management | 200k | $5.1M | 12% | Mar 2024 |
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| UBS Group | 199k | $5.1M | 1% | Mar 2024 |
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| Lincoln National | 65k | $1.7M | 4% | Mar 2024 |
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| Park Avenue Securities | 61k | $1.6M | 47% | Mar 2024 |
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| Global Retirement Partners | 58k | $1.5M | 0% | Mar 2024 |
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| Newbridge Financial Services Group | 48k | $1.2M | -3% | Mar 2024 |
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| Empirical Asset Management | 43k | $1.1M | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 26k | $622k | -1% | Dec 2023 |
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| Goss Wealth Management | 24k | $618k | -8% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 24k | $617k | 0% | Mar 2024 |
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| Commonwealth Equity Services | 24k | $602k | -8% | Mar 2024 |
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| Firethorn Wealth Partners | 22k | $564k | -11% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 22k | $552k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 17k | $435k | -5% | Mar 2024 |
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| Gts Securities | 17k | $427k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 14k | $346k | 0% | Mar 2024 |
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| Thoroughbred Financial Services | 13k | $323k | -10% | Mar 2024 |
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| Centaurus Financial | 10k | $261k | 0% | Mar 2024 |
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| Webster Bank, N. A. | 8.5k | $218k | 0% | Mar 2024 |
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| Brian McDonald | 5.0k | $128k | 67% | Mar 2024 |
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| EverSource Wealth Advisors | 4.1k | $99k | 0% | Mar 2024 |
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| Ronald Blue Trust | 941.00 | $24k | 100% | Mar 2024 |
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| Morgan Stanley | 493.00 | $13k | 100% | Mar 2024 |
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| Hexagon Capital Partners | 2.00 | $51.000000 | 0% | Mar 2024 |
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Who sold out of Starboard Invt Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisor Resource Council | Dec 2023 | 12k | $294k |
| Savior | Sep 2023 | 2.5k | $57k |
| Wells Fargo & Company | Dec 2023 | 221.00 | $5.4k |
| Geneos Wealth Management | Dec 2023 | 33.00 | $802.998900 |