Purchases and Sales Made in Q2 2024 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
166K+ 12.61% |
$4M - $4.73M
|
1.49M
$43.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
130K+ 19.05% |
$3.11M - $3.69M
|
810K
$23.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
84.4K+ 144.83% |
$2.03M - $2.4M
|
143K
$4.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.6K+ 11.36% |
$1.24M - $1.47M
|
506K
$14.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.3K+ 7.82% |
$728K - $862K
|
418K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22.8K+ 10.24% |
$547K - $648K
|
245K
$7.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 8.3% |
$396K - $469K
|
215K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16K+ 49.91% |
$383K - $454K
|
47.9K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 1.99% |
$351K - $415K
|
749K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$197K - $234K
|
8.22K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.9KNew |
$190K - $225K
|
7.9K
$232K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.62KNew |
$183K - $217K
|
7.62K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.72K+ 27.85% |
$161K - $191K
|
30.8K
$907K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.23K+ 0.38% |
$150K - $177K
|
1.65M
$48.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.94K+ 2.4% |
$143K - $169K
|
253K
$7.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.52K+ 7.4% |
$108K - $128K
|
65.5K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$72.1K - $85.3K
|
3K
$88.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.53K+ 1.26% |
$60.7K - $71.8K
|
203K
$5.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
522+ 4.14% |
$12.5K - $14.8K
|
13.1K
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
414+ 3.06% |
$9.94K - $11.8K
|
13.9K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-208- 1.23% |
$5K - $5.91K
|
16.8K
$493K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-345- 69.98% |
$8.29K - $9.81K
|
148
$4.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-345- 69.98% |
$8.29K - $9.81K
|
148
$4.35K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-707- 3.21% |
$17K - $20.1K
|
21.3K
$626K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-790- 0.19% |
$19K - $22.5K
|
413K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-900- 22.08% |
$21.6K - $25.6K
|
3.18K
$93.4K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.11K- 2.3% |
$26.6K - $31.4K
|
47K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 5.44% |
$30.6K - $36.3K
|
22.2K
$653K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 5.54% |
$32.2K - $38.1K
|
22.8K
$672K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.4K- 16.46% |
$33.6K - $39.8K
|
7.11K
$209K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2K- 40.0% |
$48K - $56.9K
|
3K
$88.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.38K- 5.57% |
$57.1K - $67.6K
|
40.3K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.53K- 1.63% |
$133K - $157K
|
333K
$9.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.9K- 14.02% |
$934K - $1.11M
|
238K
$7.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-114K- 21.92% |
$2.73M - $3.23M
|
404K
$11.9M
|