Purchases and Sales Made in Q3 2021 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
570K+ 283.87% |
$14.3M - $15.3M
|
771K
$22.7M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
BUY
|
- |
363KNew |
$9.11M - $9.77M
|
363K
$10.7M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
212K+ 31.03% |
$5.31M - $5.69M
|
894K
$26.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40.7K+ 282.48% |
$1.02M - $1.09M
|
55.2K
$1.62M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.9K+ 54.88% |
$824K - $883K
|
92.8K
$2.73M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 32.7% |
$390K - $418K
|
63.2K
$1.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.6KNew |
$365K - $391K
|
14.6K
$428K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 2.61% |
$325K - $348K
|
510K
$15M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$310K - $333K
|
12.4K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 83.91% |
$282K - $302K
|
24.6K
$725K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
8.5KNew |
$213K - $228K
|
8.5K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.21K+ 2.01% |
$206K - $220K
|
416K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
6.67K+ 32.12% |
$167K - $179K
|
27.4K
$807K
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6.62K+ 6.96% |
$166K - $178K
|
102K
$2.99M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.74KNew |
$144K - $154K
|
5.74K
$169K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.38K+ 4.55% |
$135K - $145K
|
124K
$3.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76K+ 15.85% |
$94.3K - $101K
|
27.5K
$809K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.51K+ 4.25% |
$88.1K - $94.4K
|
86.2K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
600+ 5.59% |
$15K - $16.1K
|
11.3K
$333K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-872- 0.91% |
$21.9K - $23.4K
|
95.2K
$2.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.78K- 2.13% |
$44.6K - $47.9K
|
81.9K
$2.41M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.4K- 11.33% |
$712K - $763K
|
222K
$6.54M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-36.4KClosed |
$913K - $979K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-62.3K- 3.94% |
$1.56M - $1.67M
|
1.52M
$44.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-64.2KClosed |
$1.61M - $1.73M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-146K- 99.98% |
$3.65M - $3.92M
|
25
$735
|