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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 25.76% |
$405K - $447K
|
72.7K
$2.1M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-31- 0.3% |
$825 - $917
|
10.2K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$26.6 - $29.6
|
1
$28.9
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.43K- 26.1% |
$91.2K - $101K
|
9.71K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.79KNew |
$181K - $201K
|
6.79K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$231K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2K- 40.0% |
$48K - $56.9K
|
3K
$86.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$197K - $234K
|
8.22K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-900- 22.08% |
$21.6K - $25.6K
|
3.18K
$91.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.62KNew |
$183K - $217K
|
7.62K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$72.1K - $85.3K
|
3K
$86.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.02% |
$95.8 - $105
|
21.6K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.7K+ 15.13% |
$569K - $621K
|
181K
$5.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.4K- 13.73% |
$776K - $849K
|
204K
$5.89M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
941New |
$22.5K - $24.6K
|
941
$27.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.47K+ 3.96% |
$59K - $64.5K
|
64.8K
$1.87M
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$724 - $806
|
33
$955
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 50.0% |
$21.9 - $24.4
|
1
$28.9
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.53K- 4.68% |
$32.5K - $35.9K
|
31.2K
$902K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-86- 97.73% |
$1.76K - $1.94K
|
2
$57.9
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$12.3K - $13.5K
|
600
$17.4K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-60- 2.33% |
$1.23K - $1.35K
|
2.51K
$72.6K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
39.1KNew |
$749K - $848K
|
39.1K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-523K- 93.05% |
$10M - $11.4M
|
39.1K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402New |
$7.71K - $8.73K
|
402
$11.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-300- 23.08% |
$5.75K - $6.51K
|
1K
$28.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.2KNew |
$273K - $323K
|
14.2K
$412K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-147- 1.25% |
$2.82K - $3.33K
|
11.6K
$336K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3KClosed |
$328K - $392K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-194- 98.98% |
$3.91K - $4.67K
|
2
$57.9
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.93KClosed |
$59.1K - $70.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.07% |
$180 - $204
|
12.1K
$349K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-3.28K- 7.19% |
$79.4K - $90.1K
|
42.3K
$1.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.74KClosed |
$139K - $158K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-146K- 99.98% |
$3.65M - $3.92M
|
25
$723
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-36.4KClosed |
$913K - $979K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
254New |
$6.25K - $6.65K
|
254
$7.35K
|
|