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 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11.6K- 27.95% |
$193K - $247K
|
30K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.64K- 80.35% |
$144K - $184K
|
2.11K
$38.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.8KNew |
$263K - $336K
|
15.8K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$200 - $255
|
12
$220
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-218- 2.12% |
$3.63K - $4.64K
|
10.1K
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$83.3 - $106
|
5
$91.6
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78New |
$1.3K - $1.66K
|
78
$1.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.6K- 63.28% |
$410K - $524K
|
14.3K
$262K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 7.42% |
$25.6K - $32.7K
|
19.2K
$352K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-351- 0.39% |
$5.84K - $7.47K
|
90.2K
$1.65M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.49% |
$19.4K - $21.9K
|
71.9K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$35.7 - $40.3
|
2
$36.7
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-600- 4.62% |
$10.7K - $12.1K
|
12.4K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$1.15M - $1.3M
|
64.6K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.1K- 94.54% |
$787K - $890K
|
2.55K
$46.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.1K+ 189.04% |
$519K - $586K
|
44.5K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9KNew |
$372K - $421K
|
20.9K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
25.7KNew |
$458K - $517K
|
25.7K
$470K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$856 - $968
|
48
$880
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.32K- 11.47% |
$23.6K - $26.7K
|
10.2K
$187K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.8K- 84.92% |
$1.14M - $1.29M
|
11.3K
$208K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-28.6K- 26.57% |
$511K - $577K
|
79.2K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-321- 0.32% |
$5.73K - $6.47K
|
100K
$1.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
535+ 5.31% |
$9.54K - $10.8K
|
10.6K
$194K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.1KNew |
$413K - $466K
|
23.1K
$424K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
748New |
$13.3K - $15.1K
|
748
$13.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$231K - $261K
|
12.4K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$299K - $338K
|
16K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 34.72% |
$501K - $567K
|
50.4K
$924K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
56.5KNew |
$1.06M - $1.19M
|
56.5K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.97K+ 4.46% |
$36.8K - $41.6K
|
46.1K
$845K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.3K- 42.91% |
$210K - $238K
|
15K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.7K- 22.73% |
$87.8K - $99.4K
|
16K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-12K- 36.58% |
$225K - $254K
|
20.9K
$382K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
382New |
$7.14K - $8.08K
|
382
$7K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-21.4K- 7.55% |
$399K - $451K
|
262K
$4.8M
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.1KNew |
$229K - $259K
|
12.1K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
477New |
$9.07K - $10.3K
|
477
$8.74K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$412K - $466K
|
21.7K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6+ 2.51% |
$114 - $129
|
245
$4.49K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 0.72% |
$35.9K - $40.5K
|
265K
$4.86M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-55.2K- 31.09% |
$1.05M - $1.19M
|
122K
$2.24M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-40.7K- 23.03% |
$773K - $874K
|
136K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677New |
$12.9K - $14.5K
|
677
$12.4K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-408- 33.66% |
$7.76K - $8.77K
|
804
$14.7K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
8.18K+ 59.27% |
$156K - $176K
|
22K
$403K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
21.9KNew |
$417K - $472K
|
21.9K
$402K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
234+ 1.77% |
$4.45K - $5.03K
|
13.5K
$247K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.1KNew |
$230K - $259K
|
12.1K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-153K- 47.69% |
$2.91M - $3.28M
|
168K
$3.07M
|
|