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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
459+ 29.27% |
$10.6K - $13.6K
|
2.03K
$60.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.96K- 2.17% |
$185K - $236K
|
359K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.62K+ 53.03% |
$154K - $196K
|
19.1K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.62K+ 19.55% |
$200K - $255K
|
52.7K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 31.96% |
$2.72M - $3.47M
|
484K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50New |
$1.16K - $1.48K
|
50
$1.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-742K- 98.57% |
$17.2M - $21.9M
|
10.8K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30KNew |
$696K - $887K
|
30K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.7K- 21.76% |
$1.17M - $1.5M
|
182K
$5.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.08K- 2.48% |
$71.4K - $91K
|
121K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
553+ 8.31% |
$12.8K - $16.4K
|
7.21K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.5K- 3.28% |
$289K - $369K
|
367K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.64K- 12.65% |
$37.9K - $48.4K
|
11.3K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.52K- 25.93% |
$58.4K - $74.5K
|
7.19K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-99.7K- 21.96% |
$2.31M - $2.95M
|
354K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.4KNew |
$1.75M - $2.23M
|
75.4K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.37K- 3.34% |
$217K - $277K
|
271K
$8.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48.2K- 5.1% |
$1.12M - $1.43M
|
897K
$26.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 9.98% |
$375K - $478K
|
178K
$5.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32- 0.23% |
$742 - $947
|
13.9K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
455New |
$10.6K - $13.5K
|
455
$13.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.8K- 13.55% |
$1.64M - $2.09M
|
452K
$13.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.55K- 16.02% |
$59.1K - $75.4K
|
13.4K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.1K+ 12.31% |
$281K - $358K
|
110K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
251+ 0.6% |
$5.82K - $7.42K
|
42.3K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-692- 0.26% |
$16K - $20.5K
|
267K
$7.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-126K- 40.74% |
$2.92M - $3.73M
|
183K
$5.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
136K+ 54.93% |
$3.16M - $4.03M
|
384K
$11.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 12.96% |
$53K - $67.6K
|
15.3K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 11.58% |
$51.3K - $65.5K
|
16.9K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-271K- 19.66% |
$6.28M - $8.01M
|
1.11M
$33M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.1KNew |
$211K - $269K
|
9.1K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-24.7K- 2.93% |
$573K - $731K
|
817K
$24.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.64K- 6.67% |
$61.2K - $78K
|
36.9K
$1.1M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
386+ 1930.0% |
$9.34K - $11.4K
|
406
$12.1K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
121K+ 1268.73% |
$2.93M - $3.56M
|
130K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-26.6K- 63.18% |
$643K - $781K
|
15.5K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13New |
$315 - $382
|
13
$388
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.06K- 38.4% |
$147K - $178K
|
9.72K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39+ 0.46% |
$944 - $1.15K
|
8.44K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.72K+ 4.9% |
$65.8K - $79.9K
|
58.2K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9KNew |
$1.52M - $1.85M
|
62.9K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.23KNew |
$29.7K - $36.1K
|
1.23K
$36.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.2K- 72.4% |
$392K - $477K
|
6.18K
$184K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$296K - $360K
|
12.3K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$24.2 - $29.4
|
25K
$746K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.23K+ 1.8% |
$78.3K - $95.1K
|
183K
$5.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-787- 3.7% |
$19K - $23.1K
|
20.5K
$610K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-5.74K- 90.91% |
$139K - $169K
|
574
$17.1K
|
|