Purchases and Sales Made in Q2 2022 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
342K+ 456.02% |
$6.89M - $8.25M
|
417K
$12.3M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
248K+ 25.19% |
$4.99M - $5.97M
|
1.23M
$36.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231KNew |
$4.64M - $5.55M
|
231K
$6.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150K+ 18.1% |
$3.02M - $3.61M
|
978K
$28.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.9K+ 7.34% |
$1.89M - $2.26M
|
1.37M
$40.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.8K+ 282.61% |
$1.71M - $2.04M
|
115K
$3.39M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.7K+ 53.78% |
$1.54M - $1.85M
|
219K
$6.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
73.1KNew |
$1.47M - $1.76M
|
73.1K
$2.16M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.9KNew |
$1.15M - $1.37M
|
56.9K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.6KNew |
$334K - $399K
|
16.6K
$489K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 1.74% |
$332K - $397K
|
965K
$28.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.37K+ 2.61% |
$47.7K - $57.1K
|
93.1K
$2.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.23K+ 0.92% |
$24.7K - $29.6K
|
134K
$3.97M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
421+ 3.71% |
$8.48K - $10.1K
|
11.8K
$347K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-194- 98.98% |
$3.91K - $4.67K
|
2
$59.1
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-249- 0.57% |
$5.01K - $6K
|
43.6K
$1.29M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-542- 4.75% |
$10.9K - $13.1K
|
10.9K
$321K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-872- 84.41% |
$17.6K - $21K
|
161
$4.75K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-973- 1.22% |
$19.6K - $23.4K
|
78.6K
$2.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.94K- 5.55% |
$39.1K - $46.7K
|
33K
$975K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.94K- 4.06% |
$39.1K - $46.8K
|
45.9K
$1.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.95K- 60.0% |
$39.3K - $47K
|
1.3K
$38.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.51K- 6.58% |
$50.5K - $60.4K
|
35.6K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.93KClosed |
$59.1K - $70.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.15K- 1.45% |
$63.4K - $75.9K
|
215K
$6.34M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.12K- 8.16% |
$103K - $123K
|
57.6K
$1.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-16.3KClosed |
$328K - $392K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3KClosed |
$328K - $392K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.2KClosed |
$406K - $486K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23.4KClosed |
$471K - $564K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-133K- 70.52% |
$2.68M - $3.2M
|
55.6K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-140K- 20.89% |
$2.81M - $3.37M
|
529K
$15.6M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-146K- 99.98% |
$2.94M - $3.51M
|
25
$738
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-392K- 99.12% |
$7.89M - $9.44M
|
3.47K
$103K
|