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Star Group LP (SGU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lubar & Co., Inc
UNCHANGED
Shares1,295,985 from 1,295,985
Change0 (0%)
Value$16.6M ($0)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares192,040 from 192,003
Change+37 (+0%)
Value$2.5M (+$474)
Filed 2026-11-05
Doliver Advisors, LP
UNCHANGED
Shares139,939 from 139,939
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-01
Parsons Capital Management Inc
DECREASED
Shares50,806 from 52,006
Change-1,200 (-2%)
Value$652.4K (-$15.4K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares44,470 from 44,202
Change+268 (+1%)
Value$571.0K (+$3.4K)
Filed 2026-11-02
Greenwood Gearhart LLC
UNCHANGED
Shares26,300 from 26,300
Change0 (0%)
Value$337.7K ($0)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares19,530
Change+19,530
Value$250.8K
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares16,934 from 15,100
Change+1,834 (+12%)
Value$217.4K (+$23.6K)
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$192.6K ($0)
Filed 2026-10-09
Clear Harbor Asset Management, LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$166.9K ($0)
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares12,139 from 12,137
Change+2 (+0%)
Value$155.9K (+$27)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares10,009 from 9,980
Change+29 (+0%)
Value$128.5K (+$374)
Filed 2026-10-01
US Bancorp \de\
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$115.6K ($0)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares4,537 from 4,537
Change0 (0%)
Value$58.3K ($0)
Filed 2026-10-30
High Note Wealth, LLC
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$49.4K ($0)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares2,354 from 2,020
Change+334 (+17%)
Value$30.2K (+$4.3K)
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares1,900 from 1,211
Change+689 (+57%)
Value$24.4K (+$8.8K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$17.8K (-$140)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$14.1K ($0)
Filed 2026-10-08
Pension & Wealth Management Advisors, Inc.
NEW
Shares900
Change+900
Value$11.6K
Filed 2026-10-16
Catherine Avery Investment Management LLC
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$10.4K ($0)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$7.6K ($0)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$6.3K ($0)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares401
Change+401
Value$5.1K
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares284 from 355
Change-71 (-20%)
Value$3.6K (-$911)
Filed 2026-10-22
Bare Financial Services, Inc
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$1.1K ($0)
Filed 2026-11-04
MGO One Seven LLC
CLOSED
Shares0 from 20,063
Change-20,063 (-100%)
Value$0 (-$257.6K)
Filed 2026-10-28
Washington Trust Co
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$166.9K)
Filed 2026-10-22
AlphaCentric Advisors LLC
CLOSED
Shares0 from 11,462
Change-11,462 (-100%)
Value$0 (-$147.2K)
Filed 2026-11-03
Hartree Partners, LP
N/A
Shares— from 3,400,907
Change-3,400,907 (-100%)
Value—
Bandera Partners LLC
N/A
Shares— from 2,745,360
Change-2,745,360 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,030,000
Change-2,030,000 (-100%)
Value—
Oakcliff Capital Partners, LP
N/A
Shares— from 1,099,239
Change-1,099,239 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 881,007
Change-881,007 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 605,766
Change-605,766 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 165,910
Change-165,910 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 132,086
Change-132,086 (-100%)
Value—
Crossingbridge Advisors, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 79,901
Change-79,901 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 73,524
Change-73,524 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 73,480
Change-73,480 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 50,472
Change-50,472 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 47,803
Change-47,803 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 42,815
Change-42,815 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 36,541
Change-36,541 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,004
Change-32,004 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 27,356
Change-27,356 (-100%)
Value—
&partners
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 23,517
Change-23,517 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,501
Change-19,501 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,145
Change-19,145 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,450
Change-12,450 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,408
Change-12,408 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,436
Change-11,436 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Lubar & Co., Inc
UNCHANGED1,295,9851,295,98500%$16.6M$16.6M$02026-10-15
Joel Isaacson & Co., LLC
INCREASED192,040192,003+37+0%$2.5M$2.5M+$4742026-11-05
Doliver Advisors, LP
UNCHANGED139,939139,93900%$1.8M$1.8M$02026-10-01
Parsons Capital Management Inc
DECREASED50,80652,006-1,200-2%$667.8K$652.4K-$15.4K2026-10-28
Commonwealth Equity Services, LLC
INCREASED44,47044,202+268+1%$567.6K$571.0K+$3.4K2026-11-02
Greenwood Gearhart LLC
UNCHANGED26,30026,30000%$337.7K$337.7K$02026-11-02
Concurrent Investment Advisors, LLC
NEW19,530—+19,530——$250.8K—2026-10-16
StoneX Group Inc.
INCREASED16,93415,100+1,834+12%$193.9K$217.4K+$23.6K2026-11-03
Marquette Asset Management, LLC
UNCHANGED15,00015,00000%$192.6K$192.6K$02026-10-09
Clear Harbor Asset Management, LLC
UNCHANGED13,00013,00000%$166.9K$166.9K$02026-11-05
MTM Investment Management, LLC
INCREASED12,13912,137+2+0%$155.8K$155.9K+$272026-10-30
Roxbury Financial LLC
INCREASED10,0099,980+29+0%$128.1K$128.5K+$3742026-10-01
US Bancorp \de\
UNCHANGED9,0009,00000%$115.6K$115.6K$02026-11-05
Spire Wealth Management
UNCHANGED4,5374,53700%$58.3K$58.3K$02026-10-30
High Note Wealth, LLC
UNCHANGED3,8453,84500%$49.4K$49.4K$02026-10-27
Citigroup Inc
INCREASED2,3542,020+334+17%$25.9K$30.2K+$4.3K2026-11-04
Simplex Trading, LLC
INCREASED1,9001,211+689+57%$15.5K$24.4K+$8.8K2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED1,4001,40000%$18.0K$17.8K-$1402026-10-16
Farther Finance Advisors, LLC
UNCHANGED1,1001,10000%$14.1K$14.1K$02026-10-08
Pension & Wealth Management Advisors, Inc.
NEW900—+900——$11.6K—2026-10-16
Catherine Avery Investment Management LLC
UNCHANGED80880800%$10.4K$10.4K$02026-10-14
Fifth Third Bancorp
UNCHANGED59559500%$7.6K$7.6K$02026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED49049000%$6.3K$6.3K$02026-11-05
Latitude Advisors, LLC
NEW401—+401——$5.1K—2026-10-27
SBI Securities Co., Ltd.
DECREASED284355-71-20%$4.6K$3.6K-$9112026-10-22
Bare Financial Services, Inc
UNCHANGED898900%$1.1K$1.1K$02026-11-04
MGO One Seven LLC
CLOSED020,063-20,063-100%$257.6K$0-$257.6K2026-10-28
Washington Trust Co
CLOSED013,000-13,000-100%$166.9K$0-$166.9K2026-10-22
AlphaCentric Advisors LLC
CLOSED011,462-11,462-100%$147.2K$0-$147.2K2026-11-03
Hartree Partners, LP
N/A—3,400,907-3,400,907-100%$43.7M———
Bandera Partners LLC
N/A—2,745,360-2,745,360-100%$35.3M———
Summit Trail Advisors, LLC
N/A—2,030,000-2,030,000-100%$26.1M———
Oakcliff Capital Partners, LP
N/A—1,099,239-1,099,239-100%$14.1M———
Renaissance Technologies LLC
N/A—881,007-881,007-100%$11.3M———
JPMorgan Chase & Co
N/A—605,766-605,766-100%$7.9M———
Blackstone Inc.
N/A—165,910-165,910-100%$2.1M———
Arrowstreet Capital, Limited Partnership
N/A—132,086-132,086-100%$1.7M———
Crossingbridge Advisors, LLC
N/A—100,000-100,000-100%$1.3M———
Morgan Stanley
N/A—79,901-79,901-100%$1.0M———
Brown Advisory Inc
N/A—73,524-73,524-100%$944.0K———
Citadel Advisors LLC
N/A—73,480-73,480-100%$943.5K———
Goldman Sachs Group Inc
N/A—50,472-50,472-100%$648.1K———
Wells Fargo & Company
N/A—47,803-47,803-100%$613.8K———
Maridea Wealth Management LLC
N/A—42,815-42,815-100%$549.7K———
GSA Capital Partners LLP
N/A—36,541-36,541-100%$469.0K———
UBS Group AG
N/A—32,004-32,004-100%$410.9K———
Millennium Management LLC
N/A—27,356-27,356-100%$351.3K———
&partners
N/A—25,500-25,500-100%$327.4K———
Hyperion Capital Advisors LP
N/A—25,400-25,400-100%$326.1K———
LPL Financial LLC
N/A—23,517-23,517-100%$302.0K———
Round Rock Advisors LLC
N/A—20,961-20,961-100%$269.1K———
BlackRock, Inc.
N/A—19,501-19,501-100%$250.4K———
Jane Street Group, LLC
N/A—19,145-19,145-100%$245.8K———
Cary Street Partners Financial LLC
N/A—12,450-12,450-100%$159.9K———
Kingsview Wealth Management, LLC
N/A—12,408-12,408-100%$159.3K———
NewEdge Advisors, LLC
N/A—11,436-11,436-100%$146.8K———
Ameriprise Financial Inc
N/A—11,347-11,347-100%$145.7K———
Wilkinson Global Asset Management LLC
N/A—10,000-10,000-100%$128.4K———
Osaic Holdings, Inc.
N/A—5,545-5,545-100%$71.2K———
HM Payson & Co
N/A—5,000-5,000-100%$64.2K———
BNP Paribas Financial Markets
N/A—3,572-3,572-100%$45.9K———
Colonial Trust Advisors
N/A—3,500-3,500-100%$44.9K———
Jones Financial Companies Lllp
N/A—3,270-3,270-100%$42.3K———
Royal Bank of Canada
N/A—2,390-2,390-100%$31.0K———
Barclays PLC
N/A—2,352-2,352-100%$30.2K———
UMB Bank, n.a.
N/A—2,300-2,300-100%$29.5K———
Crews Bank & Trust
N/A—2,182-2,182-100%$28.0K———
Hollencrest Capital Management
N/A—1,639-1,639-100%$21.0K———
Napier Financial, LLC
N/A—1,245-1,245-100%$16.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,000-1,000-100%$12.8K———
FMR LLC
N/A—135-135-100%$1.7K———
Russell Investments Group, Ltd.
N/A—130-130-100%$1.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—100-100-100%$1.3K———
Huntington National Bank
N/A—1-1-100%$13———
Showing 74 of 74 institutions