Latest Institutional Transactions on Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information on the latest institutional transactions involving Agf Invts Tr Agfiq Us Mkt Neut (BTAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-666- 7.31% |
$11.7K - $14.3K
|
8.45K
$148K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
17.5K+ 13.05% |
$307K - $375K
|
151K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.7K+ 239.45% |
$982K - $1.2M
|
79K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-12.6K- 91.96% |
$222K - $271K
|
1.1K
$19.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
11.9KNew |
$209K - $255K
|
11.9K
$208K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
75.6KNew |
$1.34M - $1.58M
|
75.6K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.76KNew |
$102K - $120K
|
5.76K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8K+ 1.22% |
$141K - $167K
|
662K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
42.2K+ 17.61% |
$746K - $880K
|
282K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
480New |
$8.48K - $10K
|
480
$8.38K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 48.77% |
$232K - $274K
|
40.1K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
224KNew |
$3.96M - $4.68M
|
224K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.2K+ 0.56% |
$233K - $274K
|
2.38M
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.11K+ 18.16% |
$37.3K - $44K
|
13.7K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86.7K+ 228.58% |
$1.53M - $1.81M
|
125K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-32.1K- 19.1% |
$568K - $670K
|
136K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
27.7K+ 117.22% |
$489K - $577K
|
51.3K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.18K+ 18.48% |
$56.2K - $66.3K
|
20.4K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19.8K+ 6.17% |
$349K - $412K
|
340K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.2K+ 249.88% |
$729K - $860K
|
57.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
641K+ 1077.9% |
$11.3M - $13.4M
|
700K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.98K- 14.72% |
$52.6K - $62.1K
|
17.3K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.07K+ 3.88% |
$143K - $168K
|
216K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.73K- 99.49% |
$65.9K - $77.8K
|
19
$332
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
594K+ 48.88% |
$10.5M - $12.4M
|
1.81M
$31.6M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
41.5KNew |
$734K - $866K
|
41.5K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 29.11% |
$20.5K - $24.2K
|
2.83K
$49.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$17.7 - $20.9
|
1
$17.5
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
396KNew |
$7M - $8.26M
|
396K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35K+ 51.86% |
$41.5K - $48.9K
|
6.87K
$120K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.09K+ 161.04% |
$54.6K - $64.5K
|
5.01K
$87.5K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-798- 6.52% |
$14.1K - $16.6K
|
11.4K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 60.64% |
$2.26M - $2.67M
|
339K
$5.92M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18K+ 92.81% |
$317K - $374K
|
37.3K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$270K - $319K
|
15.3K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4KNew |
$255K - $301K
|
14.4K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.6KNew |
$1.6M - $1.89M
|
90.6K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.9K+ 56800.0% |
$582K - $687K
|
33K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 25.66% |
$293K - $345K
|
81.1K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
294K+ 71.82% |
$5.19M - $6.13M
|
703K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
155K+ 233.68% |
$2.74M - $3.24M
|
222K
$3.87M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25KNew |
$22K - $26K
|
1.25K
$21.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-203K- 99.71% |
$3.58M - $4.23M
|
597
$10.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-343- 1.65% |
$6.06K - $7.15K
|
20.5K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.1K+ 12.79% |
$338K - $398K
|
168K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.71K- 26.65% |
$172K - $203K
|
26.7K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
39.9KNew |
$705K - $832K
|
39.9K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 91.29% |
$323K - $381K
|
38.3K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
135+ 0.67% |
$2.39K - $2.81K
|
20.3K
$354K
|
|