Purchases and Sales Made in Q4 2023 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195K+ 44.31% |
$4.27M - $4.75M
|
634K
$18.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
131KNew |
$2.88M - $3.21M
|
131K
$3.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
66.3K+ 39.06% |
$1.45M - $1.62M
|
236K
$6.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.5KNew |
$1.28M - $1.43M
|
58.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.7K+ 11.57% |
$1.22M - $1.36M
|
537K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
43.2K+ 28.0% |
$948K - $1.06M
|
198K
$5.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.2K+ 7.27% |
$661K - $737K
|
445K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.1K+ 1.54% |
$462K - $515K
|
1.39M
$40.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 53.93% |
$319K - $355K
|
41.5K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.1KNew |
$309K - $344K
|
14.1K
$414K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$265K - $295K
|
12.1K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.97K+ 6.79% |
$219K - $244K
|
157K
$4.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.03K+ 39.26% |
$110K - $123K
|
17.8K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.18K+ 42.51% |
$91.7K - $102K
|
14K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
615+ 1.0% |
$13.5K - $15K
|
62.3K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221New |
$4.85K - $5.4K
|
221
$6.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$724 - $806
|
33
$971
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.9 - $24.4
|
1
$29.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 50.0% |
$21.9 - $24.4
|
1
$29.4
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-86- 0.35% |
$1.89K - $2.1K
|
24.8K
$728K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-138- 0.54% |
$3.03K - $3.37K
|
25.6K
$752K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-147- 99.32% |
$3.22K - $3.59K
|
1
$29.4
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-584- 1.36% |
$12.8K - $14.3K
|
42.5K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.98K- 12.81% |
$43.5K - $48.4K
|
13.5K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.99K- 18.95% |
$43.6K - $48.6K
|
8.51K
$250K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.26K- 0.86% |
$71.5K - $79.6K
|
375K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.5K- 13.38% |
$76.7K - $85.4K
|
22.6K
$666K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 0.53% |
$83.3K - $92.8K
|
715K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.58K- 1.05% |
$101K - $112K
|
431K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.72K- 1.85% |
$104K - $115K
|
250K
$7.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.39K- 2.93% |
$118K - $132K
|
179K
$5.26M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6.23K- 11.16% |
$137K - $152K
|
49.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-10.4K- 32.49% |
$227K - $253K
|
21.5K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45K- 12.04% |
$987K - $1.1M
|
329K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-387K- 33.97% |
$8.48M - $9.45M
|
752K
$22.1M
|