Latest Institutional Transactions on Starboard Invt Tr (AGOX)
This table provides information on the latest institutional transactions involving Starboard Invt Tr (AGOX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.1KNew |
$211K - $269K
|
9.1K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 2.93% |
$573K - $731K
|
817K
$23.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.64K- 6.67% |
$61.2K - $78K
|
36.9K
$1.07M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
386+ 1930.0% |
$9.34K - $11.4K
|
406
$11.7K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
121K+ 1268.73% |
$2.93M - $3.56M
|
130K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-2.75K- 18.04% |
$66.6K - $80.9K
|
12.5K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26.6K- 63.18% |
$643K - $781K
|
15.5K
$448K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 95.8% |
$522K - $634K
|
44.1K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.19K- 43.23% |
$28.9K - $35.1K
|
1.57K
$45.4K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.84K+ 2.76% |
$238K - $289K
|
367K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.06K- 38.4% |
$147K - $178K
|
9.72K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
98.3KNew |
$2.38M - $2.89M
|
98.3K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13New |
$315 - $382
|
13
$376
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9KNew |
$1.52M - $1.85M
|
62.9K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.72K+ 4.9% |
$65.8K - $79.9K
|
58.2K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39+ 0.46% |
$944 - $1.15K
|
8.44K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.24M- 62.14% |
$29.9M - $36.3M
|
753K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-565- 2.87% |
$13.7K - $16.6K
|
19.1K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.03K- 1.08% |
$97.5K - $118K
|
367K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.66KNew |
$161K - $196K
|
6.66K
$193K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
278+ 0.67% |
$6.73K - $8.18K
|
42.1K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 10.31% |
$366K - $445K
|
162K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-821- 4.45% |
$19.9K - $24.1K
|
17.6K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.25K+ 1.17% |
$78.7K - $95.6K
|
280K
$8.11M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.2K+ 5.61% |
$319K - $387K
|
248K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 3.67% |
$265K - $322K
|
309K
$8.95M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.23KNew |
$29.7K - $36.1K
|
1.23K
$35.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.17K- 0.83% |
$76.8K - $93.3K
|
379K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.2K- 72.4% |
$392K - $477K
|
6.18K
$179K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 2.51% |
$269K - $326K
|
454K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
454+ 3.36% |
$11K - $13.4K
|
14K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-258K- 21.48% |
$6.25M - $7.6M
|
945K
$27.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36.8K- 12.11% |
$892K - $1.08M
|
267K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 3.61% |
$474K - $576K
|
523K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-63.3K- 4.39% |
$1.53M - $1.86M
|
1.38M
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
968+ 6.48% |
$23.4K - $28.5K
|
15.9K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$296K - $360K
|
12.3K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$24.2 - $29.4
|
25K
$724K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.23K+ 1.8% |
$78.3K - $95.1K
|
183K
$5.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-787- 3.7% |
$19K - $23.1K
|
20.5K
$592K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5.74K- 90.91% |
$139K - $169K
|
574
$16.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.9K+ 10.71% |
$677K - $748K
|
258K
$7.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$8.15K - $9K
|
300
$8.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
553+ 3.89% |
$15K - $16.6K
|
14.8K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560New |
$15.2K - $16.8K
|
560
$16.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$272 - $300
|
10
$289
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.8K- 9.39% |
$349K - $385K
|
124K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.21K- 8.54% |
$32.8K - $36.2K
|
12.9K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.92KNew |
$242K - $268K
|
8.92K
$258K
|
|