Purchases and Sales Made in Q1 2025 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
121K+ 1268.73% |
$2.93M - $3.56M
|
130K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98.3KNew |
$2.38M - $2.89M
|
98.3K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9KNew |
$1.52M - $1.85M
|
62.9K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
33.7K+ 4.17% |
$816K - $992K
|
842K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 95.8% |
$522K - $634K
|
44.1K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 10.31% |
$366K - $445K
|
162K
$4.49M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.2K+ 5.61% |
$319K - $387K
|
248K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$296K - $360K
|
12.3K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 2.51% |
$269K - $326K
|
454K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 3.67% |
$265K - $322K
|
309K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.84K+ 2.76% |
$238K - $289K
|
367K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.66KNew |
$161K - $196K
|
6.66K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.25K+ 1.17% |
$78.7K - $95.6K
|
280K
$7.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.23K+ 1.8% |
$78.3K - $95.1K
|
183K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.72K+ 4.9% |
$65.8K - $79.9K
|
58.2K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.23KNew |
$29.7K - $36.1K
|
1.23K
$34K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 6.48% |
$23.4K - $28.5K
|
15.9K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
454+ 3.36% |
$11K - $13.4K
|
14K
$387K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
386+ 1930.0% |
$9.34K - $11.4K
|
406
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
278+ 0.67% |
$6.73K - $8.18K
|
42.1K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39+ 0.46% |
$944 - $1.15K
|
8.44K
$234K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20New |
$484 - $588
|
20
$555
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13New |
$315 - $382
|
13
$361
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$24.2 - $29.4
|
25K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-565- 2.87% |
$13.7K - $16.6K
|
19.1K
$530K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-787- 3.7% |
$19K - $23.1K
|
20.5K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-821- 4.45% |
$19.9K - $24.1K
|
17.6K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.19K- 43.23% |
$28.9K - $35.1K
|
1.57K
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-2.75K- 18.04% |
$66.6K - $80.9K
|
12.5K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.17K- 0.83% |
$76.8K - $93.3K
|
379K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.03K- 1.08% |
$97.5K - $118K
|
367K
$10.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5.74K- 90.91% |
$139K - $169K
|
574
$15.9K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.06K- 38.4% |
$147K - $178K
|
9.72K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.9K- 14.87% |
$167K - $203K
|
39.5K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.2K- 72.4% |
$392K - $477K
|
6.18K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 7.25% |
$440K - $535K
|
233K
$6.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 3.61% |
$474K - $576K
|
523K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26.6K- 63.18% |
$643K - $781K
|
15.5K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.8K- 12.11% |
$892K - $1.08M
|
267K
$7.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-63.3K- 4.39% |
$1.53M - $1.86M
|
1.38M
$38.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-258K- 21.48% |
$6.25M - $7.6M
|
945K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.24M- 62.14% |
$29.9M - $36.3M
|
753K
$20.9M
|