Latest Institutional Purchases of Starboard Invt Tr (AGOX)
This list provides information on the latest institutional transactions involving Starboard Invt Tr (AGOX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
2.17MNew |
$62.9M - $67.1M
|
2.17M
$65M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
107K+ 39.52% |
$3.1M - $3.3M
|
378K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.8K+ 24.22% |
$2.48M - $2.65M
|
440K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
61.2KNew |
$1.77M - $1.89M
|
61.2K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.8K+ 107692.0% |
$1.56M - $1.66M
|
53.9K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
45K+ 24.59% |
$1.3M - $1.39M
|
228K
$6.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
30.2K+ 3.69% |
$873K - $931K
|
848K
$25.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.7KNew |
$774K - $825K
|
26.7K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.6K+ 2.96% |
$768K - $819K
|
923K
$27.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26.3K+ 6.85% |
$761K - $812K
|
410K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.1KNew |
$581K - $619K
|
20.1K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8KNew |
$313K - $334K
|
10.8K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4K+ 96.94% |
$302K - $322K
|
21.2K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.36KNew |
$242K - $258K
|
8.36K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.69KNew |
$223K - $237K
|
7.69K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.78K+ 5.24% |
$167K - $178K
|
116K
$3.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.74K+ 1.4% |
$108K - $115K
|
270K
$8.08M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.5K+ 6.64% |
$101K - $108K
|
56.2K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 0.85% |
$45.3K - $48.3K
|
185K
$5.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1K+ 2.37% |
$29K - $30.9K
|
43.3K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 10.99% |
$28.9K - $30.9K
|
10.1K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
799+ 0.66% |
$23.1K - $24.6K
|
122K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
435New |
$12.6K - $13.4K
|
435
$13K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
413+ 2.02% |
$11.9K - $12.7K
|
20.9K
$624K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
397+ 3.52% |
$11.5K - $12.2K
|
11.7K
$350K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
366+ 3660.0% |
$10.6K - $11.3K
|
376
$11.2K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
356+ 3.31% |
$10.3K - $11K
|
11.1K
$332K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
322+ 2.31% |
$9.32K - $9.93K
|
14.3K
$426K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
98New |
$2.84K - $3.02K
|
98
$2.93K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 31.96% |
$2.72M - $3.47M
|
484K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.4KNew |
$1.75M - $2.23M
|
75.4K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30KNew |
$696K - $887K
|
30K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.62K+ 53.03% |
$154K - $196K
|
19.1K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9KNew |
$1.52M - $1.85M
|
62.9K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$296K - $360K
|
12.3K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.72K+ 4.9% |
$65.8K - $79.9K
|
58.2K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.23KNew |
$29.7K - $36.1K
|
1.23K
$36.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
386+ 1930.0% |
$9.34K - $11.4K
|
406
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13New |
$315 - $382
|
13
$389
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.0% |
$24.2 - $29.4
|
25K
$748K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 25.76% |
$405K - $447K
|
72.7K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.92KNew |
$242K - $268K
|
8.92K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560New |
$15.2K - $16.8K
|
560
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
553+ 3.89% |
$15K - $16.6K
|
14.8K
$442K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$8.15K - $9K
|
300
$8.97K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.79KNew |
$181K - $201K
|
6.79K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$26.6 - $29.6
|
1
$29.9
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$197K - $234K
|
8.22K
$246K
|
|