Purchases and Sales Made in Q3 2023 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11M+ 4415.39% |
$25.1M - $26.9M
|
1.14M
$33.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
294K+ 202.92% |
$6.63M - $7.1M
|
439K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
253K+ 201.07% |
$5.7M - $6.1M
|
379K
$11.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
91.9K+ 32.04% |
$2.07M - $2.22M
|
379K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.9K+ 19.92% |
$1.8M - $1.93M
|
481K
$14.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
75.9KNew |
$1.71M - $1.83M
|
75.9K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.1K+ 15.63% |
$1.26M - $1.35M
|
415K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41K+ 12.32% |
$924K - $990K
|
374K
$11M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27KNew |
$607K - $650K
|
27K
$793K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$349K - $373K
|
15.5K
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
13K+ 9.16% |
$292K - $313K
|
154K
$4.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$289K - $309K
|
12.8K
$377K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10KNew |
$226K - $242K
|
10K
$295K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.83KNew |
$222K - $237K
|
9.83K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.94K+ 5.72% |
$179K - $192K
|
147K
$4.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.37K+ 11.5% |
$143K - $154K
|
61.7K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.81K+ 1.92% |
$108K - $116K
|
255K
$7.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.8K+ 9.66% |
$85.5K - $91.5K
|
43.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 2.2% |
$82.4K - $88.2K
|
170K
$4.99M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$67.6K - $72.4K
|
3K
$88.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2New |
$45.1 - $48.2
|
2
$58.8
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-155- 0.61% |
$3.49K - $3.74K
|
25.4K
$746K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-628- 2.47% |
$14.1K - $15.1K
|
24.8K
$731K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-869- 3.27% |
$19.6K - $21K
|
25.7K
$756K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.28K- 3.85% |
$28.8K - $30.8K
|
31.9K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.84K- 6.59% |
$41.5K - $44.5K
|
26.1K
$768K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.37K- 7.25% |
$98.3K - $105K
|
55.8K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.99K- 0.58% |
$180K - $193K
|
1.37M
$40.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 2.12% |
$351K - $375K
|
718K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.2K- 4.85% |
$500K - $536K
|
436K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-80.5K- 56.57% |
$1.81M - $1.94M
|
61.8K
$1.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-194K- 51.33% |
$4.38M - $4.69M
|
184K
$5.42M
|