Purchases and Sales Made in Q3 2022 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
146KNew |
$2.8M - $3.31M
|
146K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
117KNew |
$2.25M - $2.66M
|
117K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
97.1K+ 9.93% |
$1.86M - $2.2M
|
1.07M
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
76.7KNew |
$1.47M - $1.74M
|
76.7K
$2.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.1K+ 331.92% |
$692K - $819K
|
47K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.8K+ 10.85% |
$456K - $540K
|
243K
$7.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 22.86% |
$408K - $483K
|
114K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 12.74% |
$280K - $332K
|
129K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.2KNew |
$273K - $323K
|
14.2K
$418K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
14.2KNew |
$272K - $322K
|
14.2K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.45K+ 3.66% |
$162K - $192K
|
239K
$7.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.63K+ 6.29% |
$69.5K - $82.2K
|
61.3K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17KNew |
$60.8K - $71.9K
|
3.17K
$93.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
333+ 0.76% |
$6.39K - $7.55K
|
44K
$1.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-73- 45.34% |
$1.4K - $1.66K
|
88
$2.59K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-147- 1.25% |
$2.82K - $3.33K
|
11.6K
$342K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-345- 3.04% |
$6.62K - $7.82K
|
11K
$323K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-875- 25.19% |
$16.8K - $19.8K
|
2.6K
$76.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.14K- 2.06% |
$21.9K - $25.9K
|
54.4K
$1.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.18K- 6.59% |
$41.7K - $49.3K
|
30.8K
$907K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.36K- 1.76% |
$45.3K - $53.6K
|
132K
$3.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.61K- 4.59% |
$69.2K - $81.9K
|
75K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.89K- 8.6% |
$93.8K - $111K
|
52K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.93K- 1.31% |
$133K - $157K
|
522K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.2K- 28.71% |
$253K - $299K
|
32.7K
$962K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.8K- 11.06% |
$456K - $539K
|
191K
$5.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-126K- 30.26% |
$2.42M - $2.86M
|
291K
$8.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-229K- 23.74% |
$4.4M - $5.2M
|
736K
$21.7M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-235K- 25.76% |
$4.5M - $5.32M
|
677K
$19.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-365K- 26.55% |
$7M - $8.28M
|
1.01M
$29.7M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-670K- 54.35% |
$12.8M - $15.2M
|
562K
$16.5M
|