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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
504+ 2.57% |
$9.31K - $10.1K
|
20.1K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.9KNew |
$331K - $358K
|
17.9K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 73.01% |
$37.6K - $40.7K
|
4.83K
$88.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.5K- 4.27% |
$157K - $170K
|
191K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
89+ 0.45% |
$1.64K - $1.78K
|
20K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 4.38% |
$332 - $359
|
429
$7.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.5K- 28.51% |
$230K - $249K
|
31.3K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.06K+ 5.69% |
$19.6K - $21.2K
|
19.7K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.04K- 1.77% |
$56.1K - $60.7K
|
168K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.18K+ 8.23% |
$40.2K - $43.4K
|
28.6K
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-199K- 92.05% |
$3.68M - $3.98M
|
17.2K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13K- 28.75% |
$240K - $259K
|
32.2K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.93K- 15.12% |
$72.5K - $78.4K
|
22K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.71K- 13.36% |
$31.5K - $34.1K
|
11.1K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-674- 66.47% |
$12.4K - $13.5K
|
340
$6.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
41.3KNew |
$764K - $825K
|
41.3K
$758K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
42.1KNew |
$778K - $841K
|
42.1K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-5.63K- 31.51% |
$104K - $112K
|
12.2K
$224K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76.9K- 90.28% |
$1.44M - $1.61M
|
8.27K
$152K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$18.7 - $20.9
|
38.9K
$713K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-108K- 81.96% |
$2.02M - $2.25M
|
23.7K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46+ 0.01% |
$862 - $962
|
654K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
420KNew |
$7.87M - $8.79M
|
420K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$308K - $344K
|
16.4K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
291K+ 1914.93% |
$5.45M - $6.09M
|
306K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.05% |
$37.5 - $41.8
|
3.99K
$73.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 4.77% |
$30K - $33.5K
|
35.2K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.1KNew |
$490K - $546K
|
26.1K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-245- 1.61% |
$4.59K - $5.13K
|
15K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.09KNew |
$114K - $127K
|
6.09K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.1K+ 20.69% |
$434K - $484K
|
135K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
45.7KNew |
$856K - $956K
|
45.7K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-301K- 55.64% |
$5.64M - $6.3M
|
240K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.42MNew |
$26.6M - $29.6M
|
1.42M
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.41K- 1.1% |
$45.2K - $50.5K
|
217K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$1.87K - $2.09K
|
100
$1.83K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7KNew |
$407K - $454K
|
21.7K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.3K+ 646.2% |
$1.5M - $1.68M
|
92.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.8K+ 83.15% |
$728K - $812K
|
85.5K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
201New |
$3.77K - $4.2K
|
201
$3.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
353KNew |
$6.61M - $7.37M
|
353K
$6.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$816K - $911K
|
43.5K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.59M+ 1564.5% |
$29.8M - $33.3M
|
1.69M
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23.4K- 0.99% |
$439K - $490K
|
2.35M
$43.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
46+ 2.1% |
$862 - $962
|
2.23K
$40.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.37K- 23.2% |
$119K - $133K
|
21.1K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.9K+ 18.45% |
$35.7K - $39.8K
|
12.2K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
16.4KNew |
$308K - $344K
|
16.4K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$507K - $566K
|
27K
$496K
|
|