Purchases and Sales Made in Q2 2023 in Agf Invts Tr Agfiq Us Mkt Neut (BTAL)

BTAL Quotes by TradingView

This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL) during Q2 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
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
264K
New
$4.93M - $5.58M
264K $5.15M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
225K
+ 490.44%
$4.2M - $4.76M
271K $5.28M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
161K
+ 399.84%
$3.01M - $3.4M
201K $3.92M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
73K
New
$1.36M - $1.54M
73K $1.42M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
56.9K
+ 43.58%
$1.06M - $1.2M
188K $3.66M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
56.5K
New
$1.06M - $1.19M
56.5K $1.1M
Aug 10, 2023 Q2 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
40.3K
+ 2647.21%
$753K - $852K
41.8K $816K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
37.6K
New
$703K - $796K
37.6K $734K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
21.3K
New
$399K - $451K
21.3K $416K
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
21K
New
$393K - $445K
21K $410K
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
17.7K
+ 6.41%
$331K - $375K
294K $5.73M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
16.5K
+ 13.87%
$308K - $348K
135K $2.64M
Aug 14, 2023 Q2 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
16K
New
$299K - $338K
16K $312K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
12.4K
New
$231K - $261K
12.4K $241K
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
11.9K
+ 15.91%
$222K - $251K
86.6K $1.69M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
11.8K
+ 48.0%
$220K - $249K
36.4K $709K
Jul 26, 2023 Q2 2023
Latitude Advisors, LLC

BUY
 -
11.5K
New
$216K - $244K
11.5K $225K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
10.1K
New
$188K - $213K
10.1K $196K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.34K
+ 15.72%
$118K - $134K
46.7K $910K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
4.95K
New
$92.4K - $105K
4.95K $96.4K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
4.64K
+ 44.14%
$86.7K - $98.2K
15.2K $296K
Aug 08, 2023 Q2 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
4.3K
+ 4.15%
$80.3K - $90.9K
108K $2.1M
Sep 01, 2023 Q2 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.49K
+ 5.02%
$65.2K - $73.8K
73K $1.42M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.46K
+ 4.83%
$64.7K - $73.2K
75.1K $1.47M
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
2.9K
+ 4.39%
$54.2K - $61.4K
69.1K $1.35M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.97K
+ 4.46%
$36.8K - $41.6K
46.1K $899K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
1.97K
+ 7.22%
$36.7K - $41.6K
29.2K $570K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.74K
+ 16.97%
$32.5K - $36.8K
12K $234K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.67K
+ 51.97%
$31.2K - $35.3K
4.89K $95.3K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.54K
+ 1005.88%
$28.7K - $32.5K
1.69K $33K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.47K
+ 4.27%
$27.4K - $31K
35.8K $698K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
1.08K
+ 7.56%
$20.2K - $22.9K
15.4K $300K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
952
+ 2.19%
$17.8K - $20.1K
44.4K $866K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
801
+ 4.74%
$15K - $16.9K
17.7K $345K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
745
New
$13.9K - $15.7K
745 $14.5K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
382
New
$7.14K - $8.08K
382 $7.45K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
52
New
$971 - $1.1K
52 $1.01K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 07, 2023 Q2 2023
Cooper Financial Group

SELL
 -
-1.48K
- 3.33%
$27.6K - $31.3K
43K $838K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.91K
- 3.07%
$35.6K - $40.3K
60.2K $1.17M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-2.05K
- 10.8%
$38.3K - $43.4K
17K $331K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.51K
Closed
$65.6K - $74.2K
0 $0
Jul 28, 2023 Q2 2023
Wespac Advisors, LLC

SELL
 -
-3.66K
- 3.51%
$68.4K - $77.5K
101K $1.96M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-3.74K
- 3.96%
$69.8K - $79K
90.6K $1.77M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-4.03K
- 1.48%
$75.3K - $85.2K
269K $5.24M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-4.7K
- 22.73%
$87.8K - $99.4K
16K $312K
Jul 19, 2023 Q2 2023
Tap Consulting, LLC

SELL
 -
-5.62K
- 3.12%
$105K - $119K
175K $3.4M
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

SELL
 -
-7.23K
- 0.92%
$135K - $153K
778K $15.2M
Aug 09, 2023 Q2 2023
Agf Management LTD

Toronto Ontario Canada, A6
SELL
 -
-11.3K
- 42.91%
$210K - $238K
15K $292K

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