Latest Institutional Purchases of Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This list provides information on the latest institutional transactions involving Agf Invts Tr Agfiq Us Mkt Neut (BTAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.9K+ 18.45% |
$35.7K - $39.8K
|
12.2K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 4.77% |
$30K - $33.5K
|
35.2K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.24K+ 0.87% |
$23.3K - $26K
|
144K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
371New |
$6.95K - $7.76K
|
371
$7.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
201New |
$3.77K - $4.2K
|
201
$4.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
46+ 2.1% |
$862 - $962
|
2.23K
$45.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.05% |
$37.5 - $41.8
|
3.99K
$80.6K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
788K+ 167.8% |
$14.2M - $15.6M
|
1.26M
$25.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
24.3KNew |
$438K - $480K
|
24.3K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$239K - $262K
|
13.3K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.39K+ 1686.53% |
$133K - $146K
|
7.83K
$158K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$32.1K - $35.2K
|
1.78K
$36K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
447+ 2.27% |
$8.06K - $8.82K
|
20.1K
$406K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
147KNew |
$2.54M - $2.73M
|
147K
$2.96M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
104K+ 17.49% |
$1.8M - $1.94M
|
701K
$14.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
12.5KNew |
$216K - $233K
|
12.5K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$175K - $189K
|
10.1K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4K+ 17.02% |
$69K - $74.4K
|
27.5K
$555K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
350New |
$6.04K - $6.52K
|
350
$7.07K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 50.0% |
$501 - $540
|
87
$1.76K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4New |
$69.1 - $74.5
|
4
$80.8
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$591K - $755K
|
35.5K
$717K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.8KNew |
$263K - $336K
|
15.8K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6KNew |
$243K - $310K
|
14.6K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.1KNew |
$167K - $214K
|
10.1K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
500New |
$8.33K - $10.6K
|
500
$10.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78New |
$1.3K - $1.66K
|
78
$1.57K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$200 - $255
|
12
$242
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$83.3 - $106
|
5
$101
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$1.15M - $1.3M
|
64.6K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.1K+ 189.04% |
$519K - $586K
|
44.5K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
25.7KNew |
$458K - $517K
|
25.7K
$518K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.1KNew |
$413K - $466K
|
23.1K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9KNew |
$372K - $421K
|
20.9K
$422K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
748New |
$13.3K - $15.1K
|
748
$15.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
535+ 5.31% |
$9.54K - $10.8K
|
10.6K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$856 - $968
|
48
$969
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$35.7 - $40.3
|
2
$40.4
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
56.5KNew |
$1.06M - $1.19M
|
56.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$299K - $338K
|
16K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$231K - $261K
|
12.4K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.97K+ 4.46% |
$36.8K - $41.6K
|
46.1K
$931K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
382New |
$7.14K - $8.08K
|
382
$7.71K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
21.9KNew |
$417K - $472K
|
21.9K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$412K - $466K
|
21.7K
$437K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.1KNew |
$230K - $259K
|
12.1K
$244K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.1KNew |
$229K - $259K
|
12.1K
$243K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
8.18K+ 59.27% |
$156K - $176K
|
22K
$444K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.2KNew |
$60.9K - $68.8K
|
3.2K
$64.6K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 0.72% |
$35.9K - $40.5K
|
265K
$5.36M
|
|