Purchases and Sales Made in Q2 2025 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
136K+ 54.93% |
$3.16M - $4.03M
|
384K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 31.96% |
$2.72M - $3.47M
|
484K
$14.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.6K+ 41.53% |
$1.75M - $2.24M
|
258K
$7.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.4KNew |
$1.75M - $2.23M
|
75.4K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30KNew |
$696K - $887K
|
30K
$923K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 9.98% |
$375K - $478K
|
178K
$5.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.1K+ 12.31% |
$281K - $358K
|
110K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.1KNew |
$211K - $269K
|
9.1K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.62K+ 19.55% |
$200K - $255K
|
52.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.62K+ 53.03% |
$154K - $196K
|
19.1K
$588K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
600+ 5.91% |
$13.9K - $17.7K
|
10.8K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
553+ 8.31% |
$12.8K - $16.4K
|
7.21K
$222K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
459+ 29.27% |
$10.6K - $13.6K
|
2.03K
$62.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
455New |
$10.6K - $13.5K
|
455
$14K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
251+ 0.6% |
$5.82K - $7.42K
|
42.3K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50New |
$1.16K - $1.48K
|
50
$1.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32- 0.23% |
$742 - $947
|
13.9K
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-692- 0.26% |
$16K - $20.5K
|
267K
$8.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.64K- 12.65% |
$37.9K - $48.4K
|
11.3K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 11.58% |
$51.3K - $65.5K
|
16.9K
$520K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.27K- 14.64% |
$52.6K - $67.1K
|
13.2K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 12.96% |
$53K - $67.6K
|
15.3K
$472K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.52K- 25.93% |
$58.4K - $74.5K
|
7.19K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.55K- 16.02% |
$59.1K - $75.4K
|
13.4K
$411K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.64K- 6.67% |
$61.2K - $78K
|
36.9K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.08K- 2.48% |
$71.4K - $91K
|
121K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.96K- 2.17% |
$185K - $236K
|
359K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.37K- 3.34% |
$217K - $277K
|
271K
$8.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.5K- 3.28% |
$289K - $369K
|
367K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 2.93% |
$573K - $731K
|
817K
$25.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48.2K- 5.1% |
$1.12M - $1.43M
|
897K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.7K- 21.76% |
$1.17M - $1.5M
|
182K
$5.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.8K- 13.55% |
$1.64M - $2.09M
|
452K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-99.7K- 21.96% |
$2.31M - $2.95M
|
354K
$10.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-126K- 40.74% |
$2.92M - $3.73M
|
183K
$5.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-271K- 19.66% |
$6.28M - $8.01M
|
1.11M
$34.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-742K- 98.57% |
$17.2M - $21.9M
|
10.8K
$331K
|