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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.1KNew |
$309K - $344K
|
14.1K
$414K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221New |
$4.85K - $5.4K
|
221
$6.5K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$724 - $806
|
33
$971
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1- 50.0% |
$21.9 - $24.4
|
1
$29.4
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$265K - $295K
|
12.1K
$355K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
75.9KNew |
$1.71M - $1.83M
|
75.9K
$2.23M
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.53K- 4.68% |
$32.5K - $35.9K
|
31.2K
$917K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-86- 97.73% |
$1.76K - $1.94K
|
2
$58.8
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$12.3K - $13.5K
|
600
$17.6K
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-60- 2.33% |
$1.23K - $1.35K
|
2.51K
$73.8K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
39.1KNew |
$749K - $848K
|
39.1K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-98.9K- 84.2% |
$1.9M - $2.15M
|
18.6K
$546K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-523K- 93.05% |
$10M - $11.4M
|
39.1K
$1.15M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402New |
$7.71K - $8.73K
|
402
$11.8K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-300- 23.08% |
$5.75K - $6.51K
|
1K
$29.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.2KNew |
$273K - $323K
|
14.2K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17KNew |
$60.8K - $71.9K
|
3.17K
$93.2K
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-147- 1.25% |
$2.82K - $3.33K
|
11.6K
$342K
|
|
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
$58.8
|
|
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
$355K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-3.28K- 7.19% |
$79.4K - $90.1K
|
42.3K
$1.24M
|
|
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
$735
|
|
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
$7.47K
|