Purchases and Sales Made in Q1 2023 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
110K+ 42.71% |
$2.24M - $2.48M
|
367K
$10.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59.2K+ 31.7% |
$1.21M - $1.34M
|
246K
$7.24M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 16.26% |
$1.19M - $1.32M
|
418K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.1K+ 3.91% |
$1.02M - $1.13M
|
1.33M
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.1K+ 32.56% |
$1.02M - $1.13M
|
204K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
38.3KNew |
$783K - $865K
|
38.3K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.9K+ 18.43% |
$753K - $833K
|
237K
$6.97M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
20.9K+ 56.7% |
$426K - $471K
|
57.7K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.06K+ 0.46% |
$103K - $114K
|
1.12M
$32.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
675+ 4.9% |
$13.8K - $15.2K
|
14.5K
$425K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$12.3K - $13.5K
|
600
$17.6K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382New |
$7.8K - $8.63K
|
382
$11.2K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 0.2% |
$980 - $1.08K
|
24K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$20.4 - $22.6
|
32.7K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-23- 0.02% |
$470 - $519
|
132K
$3.88M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-60- 2.33% |
$1.23K - $1.35K
|
2.51K
$73.8K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-67- 0.23% |
$1.37K - $1.51K
|
28.5K
$837K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-86- 97.73% |
$1.76K - $1.94K
|
2
$58.8
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-475- 0.1% |
$9.7K - $10.7K
|
498K
$14.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2K- 3.08% |
$40.7K - $45K
|
62.8K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.46K- 1.85% |
$50.3K - $55.6K
|
131K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 8.11% |
$53.2K - $58.8K
|
29.5K
$868K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.26K- 17.42% |
$66.6K - $73.6K
|
15.5K
$454K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.29K- 7.51% |
$67.2K - $74.3K
|
40.5K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.69K- 15.0% |
$116K - $129K
|
32.3K
$949K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19.4K- 2.64% |
$396K - $438K
|
715K
$21M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-227K- 35.16% |
$4.64M - $5.13M
|
419K
$12.3M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-442K- 68.38% |
$9.03M - $9.98M
|
204K
$6.01M
|