Purchases and Sales Made in Q3 2024 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
273K+ 16.6% |
$7.27M - $8.09M
|
1.92M
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
236K+ 29.18% |
$6.29M - $6.99M
|
1.05M
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 71.55% |
$4.1M - $4.56M
|
370K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
46.9KNew |
$1.25M - $1.39M
|
46.9K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.5K+ 16.37% |
$1.1M - $1.23M
|
295K
$8.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
39.4K+ 5.26% |
$1.05M - $1.17M
|
788K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 5.59% |
$752K - $835K
|
534K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$584K - $649K
|
21.9K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.2K+ 7.22% |
$458K - $509K
|
256K
$7.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.27% |
$447K - $496K
|
220K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.2KNew |
$378K - $421K
|
14.2K
$418K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1KNew |
$376K - $418K
|
14.1K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.4K+ 4.65% |
$303K - $337K
|
257K
$7.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.95KNew |
$211K - $235K
|
7.95K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.79KNew |
$181K - $201K
|
6.79K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51K+ 1.32% |
$146K - $163K
|
423K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38K+ 68.12% |
$143K - $159K
|
13.3K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.58K+ 27.32% |
$122K - $135K
|
21.3K
$627K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 6.9% |
$87.9K - $97.8K
|
51.2K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.95K+ 4.16% |
$51.9K - $57.7K
|
48.9K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
113+ 0.28% |
$3.01K - $3.34K
|
40.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$26.6 - $29.6
|
1
$29.4
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31- 0.3% |
$825 - $917
|
10.2K
$299K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-40- 0.19% |
$1.06K - $1.18K
|
21.3K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304- 1.37% |
$8.09K - $8.99K
|
21.9K
$644K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-791- 11.13% |
$21K - $23.4K
|
6.32K
$186K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 9.21% |
$34.1K - $37.9K
|
12.6K
$372K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 12.64% |
$76.8K - $85.4K
|
20K
$587K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.43K- 26.1% |
$91.2K - $101K
|
9.71K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.79K- 4.06% |
$154K - $171K
|
137K
$4.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6K- 1.8% |
$160K - $178K
|
327K
$9.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.69K- 11.73% |
$204K - $227K
|
57.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.55K- 27.73% |
$227K - $253K
|
22.3K
$655K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.6K- 3.36% |
$361K - $401K
|
391K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.5K- 7.4% |
$812K - $903K
|
382K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-83.8K- 5.64% |
$2.23M - $2.48M
|
1.4M
$41.2M
|