Purchases and Sales Made in Q2 2023 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
131K+ 903.19% |
$2.77M - $3.06M
|
145K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
126K+ 815.23% |
$2.67M - $2.95M
|
141K
$4.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.8K+ 40.4% |
$2.03M - $2.24M
|
333K
$9.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
78.9K+ 38.62% |
$1.68M - $1.85M
|
283K
$8.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.2K+ 3.47% |
$981K - $1.08M
|
1.38M
$40.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.6KNew |
$564K - $623K
|
26.6K
$782K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
19.4KNew |
$411K - $454K
|
19.4K
$570K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
18.8K+ 2.63% |
$399K - $441K
|
734K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 9.02% |
$250K - $276K
|
142K
$4.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.09K+ 5.38% |
$151K - $166K
|
139K
$4.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.26K+ 1.73% |
$90.4K - $99.7K
|
250K
$7.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
255New |
$5.41K - $5.97K
|
255
$7.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-600- 5.58% |
$12.7K - $14.1K
|
10.2K
$299K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.27K- 3.12% |
$26.9K - $29.7K
|
39.3K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.53K- 4.68% |
$32.5K - $35.9K
|
31.2K
$917K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.37K- 4.11% |
$50.3K - $55.5K
|
55.3K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.59K- 4.13% |
$55.1K - $60.8K
|
60.2K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3K- 10.54% |
$63.7K - $70.3K
|
25.5K
$749K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.98K- 13.49% |
$84.5K - $93.3K
|
25.5K
$751K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.3K- 13.32% |
$91.3K - $101K
|
28K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-5.13K- 13.38% |
$109K - $120K
|
33.2K
$976K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.3K- 2.26% |
$176K - $195K
|
359K
$10.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.2K- 3.88% |
$344K - $380K
|
401K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.8K- 18.56% |
$803K - $887K
|
166K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.8K- 8.0% |
$845K - $933K
|
458K
$13.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-133K- 31.62% |
$2.81M - $3.11M
|
287K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-158K- 55.62% |
$3.35M - $3.69M
|
126K
$3.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.09M- 97.74% |
$23.2M - $25.6M
|
25.2K
$742K
|