Purchases and Sales Made in Q4 2024 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
180KNew |
$4.89M - $5.4M
|
180K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
157K+ 14.99% |
$4.26M - $4.71M
|
1.2M
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
125K+ 570.35% |
$3.39M - $3.75M
|
147K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.4K+ 3.46% |
$1.8M - $1.99M
|
1.99M
$48.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.6K+ 2.75% |
$1.05M - $1.16M
|
1.44M
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.4KNew |
$608K - $672K
|
22.4K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
20.4K+ 7.96% |
$555K - $613K
|
277K
$6.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 2.56% |
$547K - $604K
|
808K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 4.6% |
$529K - $584K
|
443K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
15.2KNew |
$414K - $457K
|
15.2K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15K+ 6.81% |
$406K - $449K
|
235K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 25.76% |
$405K - $447K
|
72.7K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.27K+ 3.14% |
$252K - $278K
|
304K
$7.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.92KNew |
$242K - $268K
|
8.92K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.25K+ 1.54% |
$224K - $247K
|
542K
$13.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.82K+ 98.4% |
$212K - $235K
|
15.8K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.2K+ 8.19% |
$114K - $126K
|
55.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.61K+ 1766.22% |
$71K - $78.4K
|
2.76K
$66.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.3K+ 18.17% |
$62.4K - $68.9K
|
14.9K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.67K+ 0.45% |
$45.4K - $50.1K
|
371K
$8.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.37K+ 3.38% |
$37.1K - $41K
|
41.8K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
932+ 3.87% |
$25.3K - $28K
|
25K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
560New |
$15.2K - $16.8K
|
560
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
553+ 3.89% |
$15K - $16.6K
|
14.8K
$358K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$8.15K - $9K
|
300
$7.26K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
230+ 1.03% |
$6.25K - $6.9K
|
22.5K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
227+ 1.71% |
$6.17K - $6.81K
|
13.5K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$272 - $300
|
10
$242
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3- 0.01% |
$81.5 - $90
|
21.2K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-285- 1.43% |
$7.74K - $8.55K
|
19.7K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-491- 1.05% |
$13.3K - $14.7K
|
46.4K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.21K- 8.54% |
$32.8K - $36.2K
|
12.9K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 13.51% |
$78.3K - $86.5K
|
18.5K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.56K- 1.78% |
$124K - $137K
|
251K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6.88K- 14.05% |
$187K - $206K
|
42K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.16K- 2.09% |
$222K - $245K
|
383K
$9.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.8K- 9.39% |
$349K - $385K
|
124K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 61.73% |
$368K - $406K
|
8.4K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 6.53% |
$678K - $749K
|
357K
$8.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-28.4K- 8.7% |
$773K - $853K
|
298K
$7.22M
|