Purchases and Sales Made in Q1 2022 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q1 2022. The information is specifically focused on institutions that hold shares of STARBOARD INVT TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
911KNew |
$20.5M - $23.3M
|
911K
$26.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
463K+ 56.58% |
$10.4M - $11.8M
|
1.28M
$37.7M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
240K+ 40.87% |
$5.4M - $6.13M
|
828K
$24.3M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.1K+ 16.57% |
$2.14M - $2.43M
|
669K
$19.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
58K+ 6.51% |
$1.31M - $1.48M
|
949K
$27.9M
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
43.9KNew |
$987K - $1.12M
|
43.9K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.3K+ 67.87% |
$683K - $774K
|
75.1K
$2.21M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$454K - $515K
|
20.2K
$594K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.3KNew |
$366K - $415K
|
16.3K
$479K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.7K+ 84.26% |
$241K - $273K
|
23.4K
$688K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 7.74% |
$231K - $261K
|
143K
$4.19M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.41K+ 106.76% |
$189K - $215K
|
16.3K
$479K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.8K+ 9.41% |
$176K - $199K
|
90.7K
$2.67M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.93KNew |
$66K - $74.9K
|
2.93K
$86.3K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.23K+ 1.7% |
$50.2K - $56.9K
|
133K
$3.92M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 5.85% |
$47.4K - $53.7K
|
38.1K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$31.6K - $35.9K
|
1.41K
$41.4K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.2K+ 1.95% |
$27.1K - $30.7K
|
62.8K
$1.85M
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
866+ 8.27% |
$19.5K - $22.1K
|
11.3K
$334K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
600+ 6.06% |
$13.5K - $15.3K
|
10.5K
$309K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
196New |
$4.41K - $5K
|
196
$5.76K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 0.2% |
$1.08K - $1.22K
|
24K
$705K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.07% |
$180 - $204
|
12.1K
$355K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-277Closed |
$6.23K - $7.07K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-340- 2.89% |
$7.65K - $8.68K
|
11.4K
$336K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-560- 0.7% |
$12.6K - $14.3K
|
79.6K
$2.34M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.15K- 0.98% |
$48.3K - $54.8K
|
218K
$6.41M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 11.69% |
$104K - $118K
|
34.9K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.59K- 10.46% |
$126K - $143K
|
47.8K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-26.6K- 12.35% |
$598K - $678K
|
188K
$5.54M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65.2K- 68.48% |
$1.47M - $1.66M
|
30K
$882K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-73.7KClosed |
$1.66M - $1.88M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-75.3K- 16.01% |
$1.7M - $1.92M
|
395K
$11.6M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-77.4K- 7.83% |
$1.74M - $1.97M
|
911K
$26.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-114K- 99.1% |
$2.57M - $2.91M
|
1.03K
$30.4K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-146K- 99.98% |
$3.28M - $3.72M
|
25
$735
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-165KClosed |
$3.72M - $4.22M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-234K- 19.21% |
$5.26M - $5.97M
|
984K
$28.9M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-476KClosed |
$10.7M - $12.1M
|
0
$0
|