Purchases and Sales Made in Q1 2024 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q1 2024. 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 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
567K+ 75.45% |
$13.6M - $14.9M
|
1.32M
$38.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388KNew |
$9.28M - $10.1M
|
388K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252K+ 18.16% |
$6.04M - $6.61M
|
1.64M
$48.3M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
91K+ 69.25% |
$2.18M - $2.38M
|
222K
$6.54M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46.7K+ 7.37% |
$1.12M - $1.22M
|
680K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32KNew |
$766K - $837K
|
32K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.7K+ 15.13% |
$569K - $621K
|
181K
$5.31M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.5K+ 12.03% |
$515K - $563K
|
200K
$5.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 2.77% |
$473K - $517K
|
734K
$21.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.5K+ 47.05% |
$467K - $511K
|
61K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.7KNew |
$399K - $437K
|
16.7K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.2K+ 2.07% |
$220K - $241K
|
454K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.47K+ 3.96% |
$59K - $64.5K
|
64.8K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2K+ 66.67% |
$47.9K - $52.4K
|
5K
$147K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.49K+ 6.58% |
$35.7K - $39K
|
24.1K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 0.69% |
$32.5K - $35.5K
|
199K
$5.85M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
941New |
$22.5K - $24.6K
|
941
$27.7K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
790+ 0.19% |
$18.9K - $20.7K
|
413K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
492+ 49200.0% |
$11.8K - $12.9K
|
493
$14.5K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
492+ 49200.0% |
$11.8K - $12.9K
|
493
$14.5K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
345+ 233.11% |
$8.26K - $9.03K
|
493
$14.5K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
193+ 0.45% |
$4.62K - $5.05K
|
42.7K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
65+ 0.27% |
$1.56K - $1.7K
|
24.1K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
31+ 0.31% |
$742 - $812
|
10.2K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20+ 0.15% |
$479 - $524
|
13.5K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.02% |
$95.8 - $105
|
21.6K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-263- 0.45% |
$6.3K - $6.89K
|
58.3K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-880- 4.93% |
$21.1K - $23K
|
17K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 5.4% |
$33.1K - $36.2K
|
24.2K
$711K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.4K- 9.99% |
$33.5K - $36.7K
|
12.6K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.5K- 3.02% |
$35.9K - $39.2K
|
48.1K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 7.51% |
$45.6K - $49.9K
|
23.5K
$690K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.76K- 11.14% |
$66K - $72.2K
|
22K
$647K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.96K- 1.18% |
$70.8K - $77.4K
|
247K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.9K- 4.16% |
$430K - $470K
|
413K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.1K- 3.56% |
$458K - $501K
|
518K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.4K- 13.73% |
$776K - $849K
|
204K
$5.99M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36.9K- 9.84% |
$884K - $967K
|
338K
$9.95M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.7K- 15.72% |
$1.24M - $1.35M
|
277K
$8.15M
|