Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-203K- 99.71% |
$3.58M - $4.23M
|
597
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-62.5K- 82.02% |
$1.11M - $1.3M
|
13.7K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.2K- 5.56% |
$675K - $797K
|
649K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-32.1K- 19.1% |
$568K - $670K
|
136K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.71K- 26.65% |
$172K - $203K
|
26.7K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.73K- 99.49% |
$65.9K - $77.8K
|
19
$385
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.98K- 14.72% |
$52.6K - $62.1K
|
17.3K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 29.11% |
$20.5K - $24.2K
|
2.83K
$57.3K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-798- 6.52% |
$14.1K - $16.6K
|
11.4K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-343- 1.65% |
$6.06K - $7.15K
|
20.5K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-241- 0.78% |
$4.26K - $5.02K
|
30.6K
$620K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.4K- 97.18% |
$469K - $507K
|
736
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10.4K- 26.82% |
$193K - $208K
|
28.5K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.5K- 4.27% |
$157K - $170K
|
191K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.43K- 38.83% |
$156K - $168K
|
13.3K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-763- 12.53% |
$14.1K - $15.2K
|
5.33K
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-674- 66.47% |
$12.4K - $13.5K
|
340
$6.89K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-245- 1.61% |
$4.59K - $5.13K
|
15K
$303K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.5K- 27.33% |
$351K - $384K
|
51.7K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.71K- 69.03% |
$48.9K - $53.6K
|
1.22K
$24.7K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.73K- 10.97% |
$64.3K - $69.4K
|
30.2K
$613K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.6K- 63.28% |
$410K - $524K
|
14.3K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 24.16% |
$272K - $348K
|
51.4K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11.6K- 27.95% |
$193K - $247K
|
30K
$607K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 7.42% |
$25.6K - $32.7K
|
19.2K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-351- 0.39% |
$5.84K - $7.47K
|
90.2K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-218- 2.12% |
$3.63K - $4.64K
|
10.1K
$204K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-63.8K- 84.92% |
$1.14M - $1.29M
|
11.3K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.1K- 94.54% |
$787K - $890K
|
2.55K
$51.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-28.6K- 26.57% |
$511K - $577K
|
79.2K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.32K- 11.47% |
$23.6K - $26.7K
|
10.2K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 1.49% |
$19.4K - $21.9K
|
71.9K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-600- 4.62% |
$10.7K - $12.1K
|
12.4K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-321- 0.32% |
$5.73K - $6.47K
|
100K
$2.03M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.8K- 34.72% |
$501K - $567K
|
50.4K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-21.4K- 7.55% |
$399K - $451K
|
262K
$5.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-12K- 36.58% |
$225K - $254K
|
20.9K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.3K- 42.91% |
$210K - $238K
|
15K
$303K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4.7K- 22.73% |
$87.8K - $99.4K
|
16K
$324K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-153K- 47.69% |
$2.91M - $3.28M
|
168K
$3.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-81.3K- 3.04% |
$1.55M - $1.75M
|
2.6M
$52.6M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-55.2K- 31.09% |
$1.05M - $1.19M
|
122K
$2.48M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-40.7K- 23.03% |
$773K - $874K
|
136K
$2.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.54K- 17.58% |
$105K - $119K
|
26K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-408- 33.66% |
$7.76K - $8.77K
|
804
$16.3K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.98K- 36.56% |
$157K - $172K
|
13.9K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 1.7% |
$39K - $42.9K
|
115K
$2.33M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-536- 5.18% |
$10.5K - $11.6K
|
9.82K
$199K
|
|
| Q3 2022 | |||||||
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-219- 18.65% |
$4.03K - $4.76K
|
955
$19.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-207- 6.01% |
$3.81K - $4.5K
|
3.24K
$65.6K
|
|