Purchases and Sales Made in Q2 2023 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)

BTAL Quotes by TradingView

This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q2 2023. The information is specifically focused on institutions that hold shares of AGF INVTS TR AGFIQ US MKT NEUT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
264K
New
$4.93M - $5.58M
264K $4.94M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
225K
+ 490.44%
$4.2M - $4.76M
271K $5.07M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
161K
+ 399.84%
$3.01M - $3.4M
201K $3.76M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
73K
New
$1.36M - $1.54M
73K $1.37M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
56.9K
+ 43.58%
$1.06M - $1.2M
188K $3.51M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
56.5K
New
$1.06M - $1.19M
56.5K $1.06M
Aug 10, 2023 Q2 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
40.3K
+ 2647.21%
$753K - $852K
41.8K $782K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
37.6K
New
$703K - $796K
37.6K $704K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
21.3K
New
$399K - $451K
21.3K $399K
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
21K
New
$393K - $445K
21K $393K
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
17.7K
+ 6.41%
$331K - $375K
294K $5.5M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
16.5K
+ 13.87%
$308K - $348K
135K $2.53M
Aug 14, 2023 Q2 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
16K
New
$299K - $338K
16K $299K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
12.4K
New
$231K - $261K
12.4K $231K
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
11.9K
+ 15.91%
$222K - $251K
86.6K $1.62M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.8K
+ 48.0%
$220K - $249K
36.4K $680K
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
11.5K
New
$216K - $244K
11.5K $216K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
10.1K
New
$188K - $213K
10.1K $188K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.34K
+ 15.72%
$118K - $134K
46.7K $873K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
4.95K
New
$92.4K - $105K
4.95K $92.5K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
4.64K
+ 44.14%
$86.7K - $98.2K
15.2K $284K
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
4.3K
+ 4.15%
$80.3K - $90.9K
108K $2.02M
Sep 01, 2023 Q2 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.49K
+ 5.02%
$65.2K - $73.8K
73K $1.36M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.46K
+ 4.83%
$64.7K - $73.2K
75.1K $1.41M
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
2.9K
+ 4.39%
$54.2K - $61.4K
69.1K $1.29M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.97K
+ 4.46%
$36.8K - $41.6K
46.1K $862K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.97K
+ 7.22%
$36.7K - $41.6K
29.2K $546K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.74K
+ 16.97%
$32.5K - $36.8K
12K $224K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.67K
+ 51.97%
$31.2K - $35.3K
4.89K $91.4K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.54K
+ 1005.88%
$28.7K - $32.5K
1.69K $31.6K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.47K
+ 4.27%
$27.4K - $31K
35.8K $669K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.08K
+ 7.56%
$20.2K - $22.9K
15.4K $288K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
952
+ 2.19%
$17.8K - $20.1K
44.4K $831K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
801
+ 4.74%
$15K - $16.9K
17.7K $331K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
745
New
$13.9K - $15.7K
745 $13.9K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
382
New
$7.14K - $8.08K
382 $7.14K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
52
New
$971 - $1.1K
52 $972
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 07, 2023 Q2 2023
Cooper Financial Group

SELL
 -
-1.48K
- 3.33%
$27.6K - $31.3K
43K $804K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.91K
- 3.07%
$35.6K - $40.3K
60.2K $1.12M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-2.05K
- 10.8%
$38.3K - $43.4K
17K $317K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.51K
Closed
$65.6K - $74.2K
0 $0
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

SELL
 -
-3.66K
- 3.51%
$68.4K - $77.5K
101K $1.88M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-3.74K
- 3.96%
$69.8K - $79K
90.6K $1.69M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-4.03K
- 1.48%
$75.3K - $85.2K
269K $5.02M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-4.7K
- 22.73%
$87.8K - $99.4K
16K $299K
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

SELL
 -
-5.62K
- 3.12%
$105K - $119K
175K $3.26M
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

SELL
 -
-7.23K
- 0.92%
$135K - $153K
778K $14.6M
Aug 09, 2023 Q2 2023
Agf Management LTD

Toronto Ontario Canada, A6
SELL
 -
-11.3K
- 42.91%
$210K - $238K
15K $280K

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