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Star Group LP (SGU)

CUSIP: 85512C105 | NYSE | Energy · Oil & Gas Refining & Marketing | Small Cap | 283 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lubar & Co., Inc1,295,985
15.5% of portfolio›$16.6M
Doliver Advisors, LP139,939
0.4% of portfolio›$1.8M
Parsons Capital Management Inc50,806
0.0% of portfolio›$652.4K
Commonwealth Equity Services, LLC44,470
0.0% of portfolio›$571.0K
Greenwood Gearhart LLC26,300
0.0% of portfolio›$337.7K
Concurrent Investment Advisors, LLC19,530
0.0% of portfolio›$250.8K
StoneX Group Inc.16,934
0.0% of portfolio›$217.4K
Marquette Asset Management, LLC15,000
0.0% of portfolio›$192.6K
Clear Harbor Asset Management, LLC13,000
0.0% of portfolio›$166.9K
MTM Investment Management, LLC12,139
0.0% of portfolio›$155.9K
Roxbury Financial LLC10,009
0.1% of portfolio›$128.5K
Spire Wealth Management4,537
0.0% of portfolio›$58.3K
High Note Wealth, LLC3,845
0.0% of portfolio›$49.4K
Citigroup Inc2,354
0.0% of portfolio›$30.2K
Simplex Trading, LLC1,900
0.0% of portfolio›$24.4K
TD Waterhouse Canada Inc.1,400
0.0% of portfolio›$17.8K
Farther Finance Advisors, LLC1,100
0.0% of portfolio›$14.1K
Pension & Wealth Management Advisors, Inc.900
0.0% of portfolio›$11.6K
Catherine Avery Investment Management LLC808
0.0% of portfolio›$10.4K
Latitude Advisors, LLC401
0.0% of portfolio›$5.1K
SBI Securities Co., Ltd.284
0.0% of portfolio›$3.6K
Bare Financial Services, Inc89
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Lubar & Co., Inc
1,295,985$16.6M15.5%YieldVery LowMilwaukee, WI2026-10-15
Doliver Advisors, LP
139,939$1.8M0.4%GARPLowHouston, TX2026-10-01
Parsons Capital Management Inc
50,806$652.4K0.0%CoreLowProvidence, RI2026-10-28
Commonwealth Equity Services, LLC
44,470$571.0K0.0%ETFLowWaltham, MA2026-11-02
Greenwood Gearhart LLC
26,300$337.7K0.0%ETFLowFayetteville, AR2026-11-02
Concurrent Investment Advisors, LLC
19,530$250.8K0.0%GrowthMediumTampa, FL2026-10-16
StoneX Group Inc.
16,934$217.4K0.0%ETFMediumNew York, NY2026-11-03
Marquette Asset Management, LLC
15,000$192.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Clear Harbor Asset Management, LLC
13,000$166.9K0.0%CoreLowStamford, CT2026-11-05
MTM Investment Management, LLC
12,139$155.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Roxbury Financial LLC
10,009$128.5K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Spire Wealth Management
4,537$58.3K0.0%GrowthMediumMclean, VA2026-10-30
High Note Wealth, LLC
3,845$49.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Citigroup Inc
2,354$30.2K0.0%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
1,900$24.4K0.0%CoreVery HighChicago, IL2026-11-04
TD Waterhouse Canada Inc.
1,400$17.8K0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
1,100$14.1K0.0%IndexLowSan Francisco, CA2026-10-08
Pension & Wealth Management Advisors, Inc.
900$11.6K0.0%ETFLowWaltham, MA2026-10-16
Catherine Avery Investment Management LLC
808$10.4K0.0%CoreMediumLongboat Key, FL2026-10-14
Latitude Advisors, LLC
401$5.1K0.0%ETFLowYorkville, IL2026-10-27
SBI Securities Co., Ltd.
284$3.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
89$1.1K0.0%ETFVery LowGap, PA2026-11-04