Purchases and Sales Made in Q4 2021 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
818KNew |
$19.8M - $22.5M
|
818K
$24.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
588KNew |
$14.2M - $16.2M
|
588K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
160K+ 289.83% |
$3.87M - $4.39M
|
215K
$6.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
120K+ 15.5% |
$2.9M - $3.28M
|
891K
$26.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
107K+ 29.5% |
$2.6M - $2.95M
|
471K
$13.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
94.2K+ 10.53% |
$2.28M - $2.59M
|
989K
$29.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
73.7KNew |
$1.79M - $2.03M
|
73.7K
$2.18M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72.6K+ 78.24% |
$1.76M - $1.99M
|
165K
$4.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.2K+ 109.47% |
$1.68M - $1.9M
|
132K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.2K+ 12.6% |
$1.56M - $1.76M
|
574K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60K+ 14.43% |
$1.45M - $1.65M
|
476K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.3K+ 236.57% |
$1.41M - $1.6M
|
82.9K
$2.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
44.7KNew |
$1.08M - $1.23M
|
44.7K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
34.1K+ 124.47% |
$827K - $938K
|
61.6K
$1.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
13.4K+ 13.15% |
$324K - $368K
|
115K
$3.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.5KNew |
$254K - $288K
|
10.5K
$309K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.5K+ 30.91% |
$206K - $234K
|
36K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.88KNew |
$191K - $217K
|
7.88K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17K+ 5.79% |
$174K - $197K
|
131K
$3.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.25KNew |
$78.7K - $89.3K
|
3.25K
$96K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.88K+ 7.85% |
$69.8K - $79.2K
|
39.6K
$1.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.4K+ 16.48% |
$33.9K - $38.5K
|
9.9K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 6.01% |
$32.8K - $37.2K
|
23.9K
$706K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
331+ 2.82% |
$8.02K - $9.1K
|
12.1K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
277New |
$6.71K - $7.61K
|
277
$8.18K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-626- 5.06% |
$15.2K - $17.2K
|
11.8K
$347K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.75K- 2.13% |
$42.3K - $48K
|
80.2K
$2.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.85K- 12.73% |
$44.9K - $50.9K
|
12.7K
$375K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.4K- 1.08% |
$58.2K - $66K
|
220K
$6.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-3.28K- 7.19% |
$79.4K - $90.1K
|
42.3K
$1.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.74KClosed |
$139K - $158K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-32.7K- 38.01% |
$793K - $900K
|
53.4K
$1.58M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-146K- 99.98% |
$3.53M - $4M
|
25
$738
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-302K- 19.86% |
$7.31M - $8.3M
|
1.22M
$36M
|