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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-153K- 47.69% |
$2.91M - $3.28M
|
168K
$3.07M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
334New |
$6.35K - $7.18K
|
334
$6.12K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.54K- 17.58% |
$105K - $119K
|
26K
$476K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
804New |
$15.3K - $17.3K
|
804
$14.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-81.3K- 3.04% |
$1.55M - $1.75M
|
2.6M
$47.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
115+ 0.81% |
$2.19K - $2.47K
|
14.3K
$262K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.2KNew |
$60.9K - $68.8K
|
3.2K
$58.6K
|
|
| Q4 2022 | |||||||
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.1KNew |
$238K - $262K
|
12.1K
$222K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$479K - $527K
|
24.4K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.5KNew |
$68.7K - $75.6K
|
3.5K
$64.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.22K+ 9.25% |
$43.6K - $48K
|
26.3K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.42K+ 90.72% |
$86.8K - $95.4K
|
9.29K
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2KClosed |
$397K - $437K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.7K+ 93.75% |
$269K - $296K
|
28.4K
$519K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 1.7% |
$39K - $42.9K
|
115K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.54K+ 4.56% |
$187K - $206K
|
219K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.28KNew |
$123K - $136K
|
6.28K
$115K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.98K- 36.56% |
$157K - $172K
|
13.9K
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
327+ 1421.74% |
$6.42K - $7.06K
|
350
$6.41K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
488New |
$9.58K - $10.5K
|
488
$8.94K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.6KNew |
$463K - $510K
|
23.6K
$432K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.4KNew |
$360K - $396K
|
18.4K
$336K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-912K- 99.65% |
$17.9M - $19.7M
|
3.24K
$59.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16.1KNew |
$316K - $348K
|
16.1K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-536- 5.18% |
$10.5K - $11.6K
|
9.82K
$180K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$286K - $337K
|
15.5K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-207- 6.01% |
$3.81K - $4.5K
|
3.24K
$59.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 16.2% |
$534 - $630
|
150
$2.75K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
$9.21K - $10.9K
|
500
$9.16K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$229K - $270K
|
12.4K
$228K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-219- 18.65% |
$4.03K - $4.76K
|
955
$17.5K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3KNew |
$238K - $289K
|
13.3K
$243K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$27K - $32.7K
|
1.5K
$27.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41- 16.6% |
$738 - $893
|
206
$3.77K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.7KClosed |
$30.6K - $37K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-142KClosed |
$2.5M - $2.76M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-4KClosed |
$70.4K - $77.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
4.37KNew |
$70.8K - $79.1K
|
4.37K
$80K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-44.4KClosed |
$743K - $786K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-47.8KClosed |
$799K - $845K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-266Closed |
$4.37K - $4.66K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.92K+ 4.25% |
$81.2K - $96.3K
|
121K
$2.21M
|
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-802Closed |
$13.2K - $15.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-286Closed |
$5.3K - $6.72K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
923+ 38.33% |
$17.1K - $21.7K
|
3.33K
$61K
|
|
|
Feb 11, 2021
Q4 2020
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11KClosed |
$204K - $258K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-267KClosed |
$4.95M - $6.27M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-573KClosed |
$10.6M - $13.5M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-40.1KClosed |
$743K - $942K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.98KClosed |
$112K - $127K
|
0
$0
|
|