Purchases and Sales Made in Q3 2024 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.5K+ 16.37% |
$1.1M - $1.23M
|
295K
$8.66M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
39.4K+ 5.26% |
$1.05M - $1.17M
|
788K
$23.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$235K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
113+ 0.28% |
$3.01K - $3.34K
|
40.4K
$1.19M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-40- 0.19% |
$1.06K - $1.18K
|
21.3K
$624K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304- 1.37% |
$8.09K - $8.99K
|
21.9K
$643K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-791- 11.13% |
$21K - $23.4K
|
6.32K
$186K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.79K- 4.06% |
$154K - $171K
|
137K
$4.02M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.69K- 11.73% |
$204K - $227K
|
57.8K
$1.7M
|