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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.49% |
$19.4K - $21.9K
|
71.9K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.1K- 94.54% |
$787K - $890K
|
2.55K
$40.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$1.15M - $1.3M
|
64.6K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-600- 4.62% |
$10.7K - $12.1K
|
12.4K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.1K+ 189.04% |
$519K - $586K
|
44.5K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9KNew |
$372K - $421K
|
20.9K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
25.7KNew |
$458K - $517K
|
25.7K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$856 - $968
|
48
$768
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.8K- 84.92% |
$1.14M - $1.29M
|
11.3K
$181K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-28.6K- 26.57% |
$511K - $577K
|
79.2K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-321- 0.32% |
$5.73K - $6.47K
|
100K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
535+ 5.31% |
$9.54K - $10.8K
|
10.6K
$170K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.1KNew |
$413K - $466K
|
23.1K
$370K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$299K - $338K
|
16K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 34.72% |
$501K - $567K
|
50.4K
$807K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.97K+ 4.46% |
$36.8K - $41.6K
|
46.1K
$738K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.3K- 42.91% |
$210K - $238K
|
15K
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.7K- 22.73% |
$87.8K - $99.4K
|
16K
$256K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-12K- 36.58% |
$225K - $254K
|
20.9K
$334K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
382New |
$7.14K - $8.08K
|
382
$6.11K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-21.4K- 7.55% |
$399K - $451K
|
262K
$4.19M
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.1KNew |
$229K - $259K
|
12.1K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
477New |
$9.07K - $10.3K
|
477
$7.63K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$412K - $466K
|
21.7K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-55.2K- 31.09% |
$1.05M - $1.19M
|
122K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 0.72% |
$35.9K - $40.5K
|
265K
$4.24M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-40.7K- 23.03% |
$773K - $874K
|
136K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677New |
$12.9K - $14.5K
|
677
$10.8K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-408- 33.66% |
$7.76K - $8.77K
|
804
$12.9K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
21.9KNew |
$417K - $472K
|
21.9K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
234+ 1.77% |
$4.45K - $5.03K
|
13.5K
$215K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.1KNew |
$230K - $259K
|
12.1K
$193K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-153K- 47.69% |
$2.91M - $3.28M
|
168K
$2.68M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
334New |
$6.35K - $7.18K
|
334
$5.34K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.54K- 17.58% |
$105K - $119K
|
26K
$416K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
804New |
$15.3K - $17.3K
|
804
$12.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
115+ 0.81% |
$2.19K - $2.47K
|
14.3K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-81.3K- 3.04% |
$1.55M - $1.75M
|
2.6M
$41.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.2KNew |
$60.9K - $68.8K
|
3.2K
$51.2K
|
|
| Q4 2022 | |||||||
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.1KNew |
$238K - $262K
|
12.1K
$194K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$479K - $527K
|
24.4K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.22K+ 9.25% |
$43.6K - $48K
|
26.3K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.5KNew |
$68.7K - $75.6K
|
3.5K
$56K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.42K+ 90.72% |
$86.8K - $95.4K
|
9.29K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.7K+ 93.75% |
$269K - $296K
|
28.4K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 1.7% |
$39K - $42.9K
|
115K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.54K+ 4.56% |
$187K - $206K
|
219K
$3.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.98K- 36.56% |
$157K - $172K
|
13.9K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
327+ 1421.74% |
$6.42K - $7.06K
|
350
$5.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
488New |
$9.58K - $10.5K
|
488
$7.81K
|
|