Purchases and Sales Made in Q4 2021 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
142KNew |
$2.3M - $2.57M
|
142K
$2.66M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
136KNew |
$2.21M - $2.47M
|
136K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
119K+ 118.95% |
$1.93M - $2.16M
|
219K
$4.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
106KNew |
$1.73M - $1.93M
|
106K
$1.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
79.2K+ 8.16% |
$1.28M - $1.43M
|
1.05M
$19.6M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
78.6K+ 4.79% |
$1.27M - $1.42M
|
1.72M
$32.2M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
36.2KNew |
$587K - $656K
|
36.2K
$678K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.6K+ 19.87% |
$204K - $228K
|
75.9K
$1.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
4.37KNew |
$70.8K - $79.1K
|
4.37K
$81.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.7K+ 73.91% |
$27.5K - $30.8K
|
4K
$74.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
530+ 2.54% |
$8.59K - $9.59K
|
21.4K
$400K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
357+ 8.94% |
$5.78K - $6.46K
|
4.35K
$81.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
340New |
$5.51K - $6.15K
|
340
$6.36K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-174- 46.65% |
$2.82K - $3.15K
|
199
$3.72K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-200- 1.56% |
$3.24K - $3.62K
|
12.6K
$236K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-912- 2.17% |
$14.8K - $16.5K
|
41.2K
$770K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.12KClosed |
$18.2K - $20.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.86K- 22.42% |
$30.2K - $33.7K
|
6.45K
$121K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.88K- 12.03% |
$30.5K - $34K
|
13.8K
$257K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11KClosed |
$178K - $199K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.5K- 46.91% |
$186K - $208K
|
13K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 64.14% |
$230K - $257K
|
7.93K
$148K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-23.6K- 8.22% |
$382K - $427K
|
263K
$4.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-52.3KClosed |
$847K - $946K
|
0
$0
|