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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.2K+ 5.41% |
$758K - $808K
|
511K
$15.3M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.28% |
$1.36K - $1.45K
|
16.9K
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-220- 48.35% |
$6.36K - $6.79K
|
235
$7.03K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-445- 1.21% |
$12.9K - $13.7K
|
36.4K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-472- 3.57% |
$13.7K - $14.6K
|
12.7K
$381K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-990- 48.84% |
$28.6K - $30.5K
|
1.04K
$31K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.73K- 0.76% |
$79K - $84.3K
|
357K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.17K- 43.97% |
$91.7K - $97.8K
|
4.04K
$121K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 2.18% |
$112K - $120K
|
174K
$5.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.94K- 1.54% |
$201K - $214K
|
445K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.5K- 10.27% |
$766K - $816K
|
231K
$6.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.8K- 8.39% |
$891K - $950K
|
336K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.07M- 96.67% |
$30.9M - $33M
|
36.8K
$1.1M
|
|