Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
240KNew |
$4.43M - $4.78M
|
240K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
227KNew |
$4.2M - $4.54M
|
227K
$4.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
91.4KNew |
$1.69M - $1.83M
|
91.4K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
76.2KNew |
$1.41M - $1.52M
|
76.2K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
66.4KNew |
$1.23M - $1.33M
|
66.4K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
55.7K+ 8.82% |
$1.03M - $1.11M
|
687K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
42.1KNew |
$778K - $841K
|
42.1K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
41.3KNew |
$764K - $825K
|
41.3K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
36.5KNew |
$673K - $728K
|
36.5K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
31.7K+ 20.01% |
$586K - $634K
|
190K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
30.8KNew |
$569K - $615K
|
30.8K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19.5K+ 0.83% |
$360K - $390K
|
2.37M
$43.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19.3KNew |
$357K - $386K
|
19.3K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.9KNew |
$331K - $358K
|
17.9K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 10.65% |
$265K - $287K
|
149K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.9K+ 4.54% |
$257K - $278K
|
320K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.6KNew |
$196K - $211K
|
10.6K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 3.4% |
$128K - $138K
|
211K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.66K+ 49.13% |
$123K - $133K
|
20.2K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.8K+ 3.73% |
$88.6K - $95.7K
|
133K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
3.77KNew |
$69.6K - $75.2K
|
3.77K
$68.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
3.15K+ 9.45% |
$58.1K - $62.8K
|
36.5K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.18K+ 8.23% |
$40.2K - $43.4K
|
28.6K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 73.01% |
$37.6K - $40.7K
|
4.83K
$88.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.08K+ 129.39% |
$20K - $21.6K
|
1.92K
$35.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.06K+ 5.69% |
$19.6K - $21.2K
|
19.7K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
675New |
$12.5K - $13.5K
|
675
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
504+ 2.57% |
$9.31K - $10.1K
|
20.1K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
203New |
$3.75K - $4.05K
|
203
$3.71K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
89+ 0.45% |
$1.64K - $1.78K
|
20K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 4.38% |
$332 - $359
|
429
$7.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-78- 0.33% |
$1.44K - $1.56K
|
23.6K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-250- 1.19% |
$4.62K - $4.99K
|
20.8K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-372- 0.06% |
$6.87K - $7.43K
|
654K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-674- 66.47% |
$12.4K - $13.5K
|
340
$6.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-763- 12.53% |
$14.1K - $15.2K
|
5.33K
$97.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.71K- 13.36% |
$31.5K - $34.1K
|
11.1K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.04K- 1.77% |
$56.1K - $60.7K
|
168K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.75K- 45.29% |
$69.2K - $74.8K
|
4.53K
$82.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.93K- 15.12% |
$72.5K - $78.4K
|
22K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.81K- 29.26% |
$88.8K - $95.9K
|
11.6K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.63K- 31.51% |
$104K - $112K
|
12.2K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.43K- 38.83% |
$156K - $168K
|
13.3K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.5K- 4.27% |
$157K - $170K
|
191K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.21K- 4.24% |
$170K - $184K
|
208K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10.4K- 26.82% |
$193K - $208K
|
28.5K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.4K- 5.74% |
$229K - $247K
|
203K
$3.71M
|