Purchases and Sales Made in Q4 2025 in Starboard Invt Tr (AGOX)
This table provides information about the institutional ownership of Starboard Invt Tr (AGOX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
77.4K+ 8.39% |
$2.32M - $2.43M
|
1M
$29.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
42.6K+ 5.02% |
$1.27M - $1.34M
|
890K
$26.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.28K+ 3.43% |
$278K - $292K
|
280K
$8.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.04KNew |
$270K - $284K
|
9.04K
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
8.05K+ 38.58% |
$241K - $253K
|
28.9K
$865K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.51K+ 1.54% |
$105K - $110K
|
232K
$6.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
792+ 3.17% |
$23.7K - $24.9K
|
25.8K
$771K
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
42+ 0.04% |
$1.26K - $1.32K
|
116K
$3.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130- 0.77% |
$3.89K - $4.08K
|
16.7K
$500K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.43K- 19.08% |
$72.7K - $76.4K
|
10.3K
$308K
|
|