Purchases and Sales Made in Q1 2023 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 2023. 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 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
804New |
$15.3K - $17.3K
|
804
$15.7K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677New |
$12.9K - $14.5K
|
677
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
477New |
$9.07K - $10.3K
|
477
$9.3K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
334New |
$6.35K - $7.18K
|
334
$6.51K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
234+ 1.77% |
$4.45K - $5.03K
|
13.5K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
167+ 0.38% |
$3.18K - $3.59K
|
44.5K
$867K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
115+ 0.81% |
$2.19K - $2.47K
|
14.3K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6+ 2.51% |
$114 - $129
|
245
$4.78K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-408- 33.66% |
$7.76K - $8.77K
|
804
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.97K- 2.57% |
$37.5K - $42.4K
|
74.7K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.11K- 58.11% |
$40.2K - $45.4K
|
1.52K
$29.7K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-5.21K- 36.79% |
$99.1K - $112K
|
8.95K
$175K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.54K- 17.58% |
$105K - $119K
|
26K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.61K- 5.62% |
$107K - $121K
|
94.3K
$1.84M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.95K- 10.42% |
$113K - $128K
|
51.1K
$997K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.95K- 10.42% |
$113K - $128K
|
51.1K
$997K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-16.2K- 5.43% |
$309K - $349K
|
283K
$5.52M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.4K- 45.64% |
$312K - $352K
|
19.5K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18K- 4.59% |
$342K - $387K
|
374K
$7.29M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-22.3K- 99.99% |
$423K - $478K
|
3
$58.5
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.1K- 11.65% |
$497K - $561K
|
198K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.8K- 44.47% |
$662K - $748K
|
43.5K
$848K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-35.9KClosed |
$683K - $771K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-40.7K- 23.03% |
$773K - $874K
|
136K
$2.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-45.8K- 29.18% |
$872K - $985K
|
111K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-55.2K- 31.09% |
$1.05M - $1.19M
|
122K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-67.1K- 59.37% |
$1.28M - $1.44M
|
45.9K
$895K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-81.3K- 3.04% |
$1.55M - $1.75M
|
2.6M
$50.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-86.9K- 83.72% |
$1.65M - $1.87M
|
16.9K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87.7K- 58.57% |
$1.67M - $1.89M
|
62.1K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-111K- 65.33% |
$2.11M - $2.38M
|
58.9K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-153K- 47.69% |
$2.91M - $3.28M
|
168K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-159K- 67.35% |
$3.03M - $3.42M
|
77.2K
$1.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-184K- 30.28% |
$3.5M - $3.95M
|
424K
$8.26M
|