Purchases and Sales Made in Q4 2022 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
271K+ 26.82% |
$5.19M - $5.88M
|
1.28M
$37.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 50.29% |
$2.3M - $2.61M
|
359K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
99.4K+ 182.64% |
$1.91M - $2.16M
|
154K
$4.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.8K+ 54.72% |
$1.36M - $1.54M
|
200K
$5.89M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
39.1KNew |
$749K - $848K
|
39.1K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36.3K+ 3.38% |
$696K - $788K
|
1.11M
$32.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.3KNew |
$561K - $636K
|
29.3K
$861K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 159.52% |
$434K - $491K
|
36.8K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.6K+ 16.29% |
$357K - $405K
|
133K
$3.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2K+ 5.83% |
$272K - $308K
|
257K
$7.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.08KNew |
$78.2K - $88.5K
|
4.08K
$120K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402New |
$7.71K - $8.73K
|
402
$11.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-27- 1.04% |
$518 - $586
|
2.57K
$75.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-115- 0.26% |
$2.21K - $2.5K
|
43.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-135- 0.1% |
$2.59K - $2.93K
|
132K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-236- 2.15% |
$4.53K - $5.12K
|
10.8K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-300- 23.08% |
$5.75K - $6.51K
|
1K
$29.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 0.24% |
$33.7K - $38.2K
|
734K
$21.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.29K- 7.44% |
$44K - $49.8K
|
28.5K
$839K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.8K- 16.89% |
$53.7K - $60.8K
|
13.8K
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 9.8% |
$67K - $75.8K
|
32.1K
$945K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.12K- 2.16% |
$79K - $89.5K
|
187K
$5.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-10.3K- 13.67% |
$197K - $223K
|
64.8K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 26.99% |
$269K - $305K
|
38K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.6K- 4.52% |
$453K - $512K
|
499K
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.1K- 4.45% |
$577K - $653K
|
646K
$19M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.4K- 75.43% |
$680K - $769K
|
11.5K
$339K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-42.6K- 69.46% |
$816K - $924K
|
18.7K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-70.5K- 91.86% |
$1.35M - $1.53M
|
6.25K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-98.9K- 84.2% |
$1.9M - $2.15M
|
18.6K
$546K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-265K- 29.05% |
$5.08M - $5.75M
|
647K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-523K- 93.05% |
$10M - $11.4M
|
39.1K
$1.15M
|