Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
70.2K+ 7.81% |
$1.17M - $1.24M
|
970K
$18.1M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
67.8K+ 4.31% |
$1.13M - $1.2M
|
1.64M
$30.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
26.3K+ 166.21% |
$440K - $465K
|
42.1K
$787K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.23K+ 8.52% |
$20.5K - $21.7K
|
15.6K
$292K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
699+ 9.18% |
$11.7K - $12.4K
|
8.31K
$155K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
682+ 2.86% |
$11.4K - $12.1K
|
24.5K
$459K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
649+ 19.41% |
$10.9K - $11.5K
|
3.99K
$74.7K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
139+ 59.4% |
$2.32K - $2.46K
|
373
$6.98K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-282- 20.09% |
$4.72K - $4.99K
|
1.12K
$21K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44K- 47.48% |
$24.1K - $25.5K
|
1.59K
$29.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.54K- 20.5% |
$25.8K - $27.3K
|
5.98K
$112K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.87K- 14.54% |
$31.2K - $33K
|
11K
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.04K- 4.59% |
$50.9K - $53.8K
|
63.3K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 31.78% |
$172K - $182K
|
22.1K
$413K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 24.11% |
$278K - $294K
|
52.3K
$977K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.5KClosed |
$644K - $681K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-44.4KClosed |
$743K - $786K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-47.8KClosed |
$799K - $845K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-54.7K- 72.38% |
$914K - $967K
|
20.9K
$390K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-58.2K- 36.78% |
$974K - $1.03M
|
100K
$1.87M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-61K- 21.26% |
$1.02M - $1.08M
|
226K
$4.22M
|