Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
641K+ 1077.9% |
$11.3M - $13.4M
|
700K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
594K+ 48.88% |
$10.5M - $12.4M
|
1.81M
$36.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
396KNew |
$7M - $8.26M
|
396K
$8.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
294K+ 71.82% |
$5.19M - $6.13M
|
703K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
277K+ 884.61% |
$4.89M - $5.77M
|
308K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
224KNew |
$3.96M - $4.68M
|
224K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
169K+ 10.34% |
$2.98M - $3.51M
|
1.8M
$36.4M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
155K+ 233.68% |
$2.74M - $3.24M
|
222K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
130K+ 3446.55% |
$2.3M - $2.71M
|
134K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 60.64% |
$2.26M - $2.67M
|
339K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.6KNew |
$1.6M - $1.89M
|
90.6K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86.7K+ 228.58% |
$1.53M - $1.81M
|
125K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
52.6K+ 127.24% |
$930K - $1.1M
|
94K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
42.2K+ 17.61% |
$746K - $880K
|
282K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
41.5KNew |
$734K - $866K
|
41.5K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.2K+ 249.88% |
$729K - $860K
|
57.7K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.3KNew |
$711K - $839K
|
40.3K
$815K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
39.9KNew |
$705K - $832K
|
39.9K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32.9K+ 56800.0% |
$582K - $687K
|
33K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3K+ 51.6% |
$570K - $673K
|
94.8K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31.9K+ 288.56% |
$564K - $666K
|
43K
$871K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
31.8K+ 16.68% |
$561K - $662K
|
222K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
28.6KNew |
$505K - $596K
|
28.6K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
27.7K+ 117.22% |
$489K - $577K
|
51.3K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
23.4KNew |
$413K - $488K
|
23.4K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19.8K+ 6.17% |
$349K - $412K
|
340K
$6.89M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.1K+ 12.79% |
$338K - $398K
|
168K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 91.29% |
$323K - $381K
|
38.3K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18K+ 92.81% |
$317K - $374K
|
37.3K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16.6K+ 25.66% |
$293K - $345K
|
81.1K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$270K - $319K
|
15.3K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.4KNew |
$255K - $301K
|
14.4K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.2K+ 0.56% |
$233K - $274K
|
2.38M
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 48.77% |
$232K - $274K
|
40.1K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.12KNew |
$161K - $190K
|
9.12K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.07K+ 3.88% |
$143K - $168K
|
216K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8K+ 1.22% |
$141K - $167K
|
662K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.72K+ 24.0% |
$136K - $161K
|
39.9K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.76KNew |
$102K - $120K
|
5.76K
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.04KNew |
$71.4K - $84.3K
|
4.04K
$81.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.69KNew |
$65.2K - $76.9K
|
3.69K
$74.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.18K+ 18.48% |
$56.2K - $66.3K
|
20.4K
$413K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3.09K+ 161.04% |
$54.6K - $64.5K
|
5.01K
$102K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35K+ 51.86% |
$41.5K - $48.9K
|
6.87K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.11K+ 18.16% |
$37.3K - $44K
|
13.7K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25KNew |
$22K - $26K
|
1.25K
$25.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 5.65% |
$22K - $25.9K
|
23.3K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
825New |
$14.6K - $17.2K
|
825
$16.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
700+ 3.9% |
$12.4K - $14.6K
|
18.6K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
480New |
$8.48K - $10K
|
480
$9.72K
|