Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.41MNew |
$41.6M - $44.8M
|
2.41M
$45M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
212K+ 346.16% |
$3.67M - $3.95M
|
274K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
210K+ 574.36% |
$3.62M - $3.9M
|
246K
$4.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 315.36% |
$2.54M - $2.74M
|
194K
$3.63M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
147KNew |
$2.54M - $2.73M
|
147K
$2.75M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
104K+ 17.49% |
$1.8M - $1.94M
|
701K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 25.17% |
$1.3M - $1.4M
|
373K
$6.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.2KNew |
$1.25M - $1.34M
|
72.2K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
68.1K+ 48.16% |
$1.18M - $1.27M
|
209K
$3.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
26KNew |
$450K - $485K
|
26K
$487K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24.7K+ 883.22% |
$426K - $460K
|
27.5K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 11.95% |
$358K - $386K
|
194K
$3.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
12.5KNew |
$216K - $233K
|
12.5K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 65.01% |
$187K - $202K
|
27.5K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.2KNew |
$176K - $190K
|
10.2K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$175K - $189K
|
10.1K
$190K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.38K+ 26.84% |
$110K - $119K
|
30.2K
$564K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.03K+ 646.66% |
$86.9K - $93.7K
|
5.81K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.03K+ 646.66% |
$86.9K - $93.7K
|
5.81K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.74K+ 7.13% |
$81.8K - $88.2K
|
71.2K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4K+ 17.02% |
$69K - $74.4K
|
27.5K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.99KNew |
$68.9K - $74.3K
|
3.99K
$74.6K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.06K+ 352.76% |
$52.9K - $57K
|
3.93K
$73.5K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.36K+ 5.71% |
$40.8K - $44K
|
43.8K
$818K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
870+ 37.16% |
$15K - $16.2K
|
3.21K
$60K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
665+ 0.1% |
$11.5K - $12.4K
|
636K
$11.9M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
350New |
$6.04K - $6.52K
|
350
$6.55K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
307+ 2.15% |
$5.3K - $5.72K
|
14.6K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 50.0% |
$501 - $540
|
87
$1.63K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4New |
$69.1 - $74.5
|
4
$74.8
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.42% |
$51.8 - $55.9
|
214
$4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$17.3 - $18.6
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-81- 40.3% |
$1.4K - $1.51K
|
120
$2.24K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 0.25% |
$2.59K - $2.79K
|
58.9K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226- 99.56% |
$3.9K - $4.21K
|
1
$18.7
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-320- 1.67% |
$5.53K - $5.96K
|
18.8K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-323- 8.99% |
$5.58K - $6.01K
|
3.27K
$61.1K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-855Closed |
$14.8K - $15.9K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-901- 24.8% |
$15.6K - $16.8K
|
2.73K
$51.1K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.06K- 1.79% |
$35.6K - $38.4K
|
113K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.67K- 3.68% |
$46.1K - $49.7K
|
69.9K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.75K- 68.0% |
$47.6K - $51.3K
|
1.3K
$24.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.73K- 10.97% |
$64.3K - $69.4K
|
30.2K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.21K- 7.64% |
$72.6K - $78.3K
|
50.8K
$950K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.71K- 25.11% |
$81.4K - $87.7K
|
14.1K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.36K- 92.44% |
$92.5K - $99.7K
|
438
$8.19K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.29K- 24.24% |
$109K - $117K
|
19.7K
$368K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.76K- 86.37% |
$134K - $145K
|
1.23K
$22.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-7.84K- 5.77% |
$135K - $146K
|
128K
$2.39M
|