Purchases and Sales Made in Q3 2025 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q3 2025. 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, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
107K+ 39.52% |
$3.1M - $3.3M
|
378K
$11.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
45K+ 24.59% |
$1.3M - $1.39M
|
228K
$7.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
30.2K+ 3.69% |
$873K - $931K
|
848K
$26.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.3K+ 6.85% |
$761K - $812K
|
410K
$12.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 0.85% |
$45.3K - $48.3K
|
185K
$5.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 10.99% |
$28.9K - $30.9K
|
10.1K
$311K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
799+ 0.66% |
$23.1K - $24.6K
|
122K
$3.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
413+ 2.02% |
$11.9K - $12.7K
|
20.9K
$643K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-445- 1.21% |
$12.9K - $13.7K
|
36.4K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 2.18% |
$112K - $120K
|
174K
$5.36M
|