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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 2.56% |
$547K - $604K
|
808K
$22.8M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
932+ 3.87% |
$25.3K - $28K
|
25K
$704K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.6K+ 2.75% |
$1.05M - $1.16M
|
1.44M
$40.6M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.37K+ 3.38% |
$37.1K - $41K
|
41.8K
$1.18M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 25.76% |
$405K - $447K
|
72.7K
$2.05M
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 6.9% |
$87.9K - $97.8K
|
51.2K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.2KNew |
$378K - $421K
|
14.2K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 71.55% |
$4.1M - $4.56M
|
370K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.55K- 27.73% |
$227K - $253K
|
22.3K
$628K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.5K- 7.4% |
$812K - $903K
|
382K
$10.8M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.4K+ 4.65% |
$303K - $337K
|
257K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$584K - $649K
|
21.9K
$618K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.95KNew |
$211K - $235K
|
7.95K
$224K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51K+ 1.32% |
$146K - $163K
|
423K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.2K+ 7.22% |
$458K - $509K
|
256K
$7.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
236K+ 29.18% |
$6.29M - $6.99M
|
1.05M
$29.5M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
273K+ 16.6% |
$7.27M - $8.09M
|
1.92M
$54.1M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31- 0.3% |
$825 - $917
|
10.2K
$286K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.95K+ 4.16% |
$51.9K - $57.7K
|
48.9K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$26.6 - $29.6
|
1
$28.2
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.6K- 3.36% |
$361K - $401K
|
391K
$11M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.58K+ 27.32% |
$122K - $135K
|
21.3K
$601K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.43K- 26.1% |
$91.2K - $101K
|
9.71K
$273K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.79KNew |
$181K - $201K
|
6.79K
$191K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 5.59% |
$752K - $835K
|
534K
$15M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 12.64% |
$76.8K - $85.4K
|
20K
$562K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6K- 1.8% |
$160K - $178K
|
327K
$9.21M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.27% |
$447K - $496K
|
220K
$6.19M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38K+ 68.12% |
$143K - $159K
|
13.3K
$374K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 9.21% |
$34.1K - $37.9K
|
12.6K
$356K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1KNew |
$376K - $418K
|
14.1K
$398K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$225K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-304- 1.37% |
$8.09K - $8.99K
|
21.9K
$617K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.5K+ 16.37% |
$1.1M - $1.23M
|
295K
$8.31M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.79K- 4.06% |
$154K - $171K
|
137K
$3.85M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-40- 0.19% |
$1.06K - $1.18K
|
21.3K
$599K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-791- 11.13% |
$21K - $23.4K
|
6.32K
$178K
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.08K+ 13.09% |
$146K - $173K
|
52.5K
$1.48M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-345- 69.98% |
$8.29K - $9.81K
|
148
$4.17K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2K- 40.0% |
$48K - $56.9K
|
3K
$84.5K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$197K - $234K
|
8.22K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-900- 22.08% |
$21.6K - $25.6K
|
3.18K
$89.5K
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.62KNew |
$183K - $217K
|
7.62K
$215K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$72.1K - $85.3K
|
3K
$84.5K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.02% |
$95.8 - $105
|
21.6K
$607K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.7K+ 15.13% |
$569K - $621K
|
181K
$5.09M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.4K- 13.73% |
$776K - $849K
|
204K
$5.74M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
941New |
$22.5K - $24.6K
|
941
$26.5K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.47K+ 3.96% |
$59K - $64.5K
|
64.8K
$1.82M
|