Purchases and Sales Made in Q1 2022 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q1 2022. The information is specifically focused on institutions that hold shares of AGF INVTS TR AGFIQ US MKT NEUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
299KNew |
$5.26M - $5.8M
|
299K
$5.83M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
292K+ 133.3% |
$5.14M - $5.67M
|
511K
$9.97M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
288KNew |
$5.07M - $5.59M
|
288K
$5.62M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.1K+ 984.37% |
$1.37M - $1.51M
|
86K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
69.9KNew |
$1.23M - $1.36M
|
69.9K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
55.2KNew |
$972K - $1.07M
|
55.2K
$1.08M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 1741.66% |
$489K - $539K
|
29.4K
$572K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7KNew |
$365K - $402K
|
20.7K
$404K
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
17.5KNew |
$308K - $340K
|
17.5K
$341K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14.4KNew |
$253K - $279K
|
14.4K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$245K - $270K
|
13.9K
$272K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
11.4K+ 83.02% |
$201K - $222K
|
25.2K
$491K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
7K+ 19.31% |
$123K - $136K
|
43.2K
$843K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.7KNew |
$29.9K - $33K
|
1.7K
$33.2K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.11K+ 8.36% |
$19.5K - $21.5K
|
14.4K
$280K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
822New |
$14.5K - $15.9K
|
822
$16K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
254+ 1.95% |
$4.47K - $4.93K
|
13.3K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
233New |
$4.1K - $4.52K
|
233
$4.54K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
48+ 24.12% |
$845 - $931
|
247
$4.82K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-94- 2.16% |
$1.65K - $1.82K
|
4.26K
$83K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-129- 37.94% |
$2.27K - $2.5K
|
211
$4.11K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-179- 2.99% |
$3.15K - $3.47K
|
5.8K
$113K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-1.68K- 13.32% |
$29.6K - $32.7K
|
11K
$214K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.85K- 8.63% |
$32.5K - $35.8K
|
19.6K
$381K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-4KClosed |
$70.4K - $77.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.14K- 64.17% |
$72.8K - $80.3K
|
2.31K
$45K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.99K- 3.66% |
$87.9K - $96.9K
|
131K
$2.56M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-6.13K- 5.76% |
$108K - $119K
|
100K
$1.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-12.2K- 29.58% |
$214K - $236K
|
29K
$566K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.7K- 21.99% |
$294K - $324K
|
59.2K
$1.15M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-30K- 10.46% |
$528K - $582K
|
257K
$5.01M
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-62.9K- 5.99% |
$1.11M - $1.22M
|
986K
$19.2M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-142KClosed |
$2.5M - $2.76M
|
0
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-488K- 20.58% |
$8.6M - $9.48M
|
1.88M
$36.8M
|