Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
910K+ 16125.44% |
$16.8M - $19.8M
|
915K
$17.8M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
858KNew |
$15.8M - $18.6M
|
858K
$16.7M
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
412KNew |
$7.59M - $8.96M
|
412K
$8.04M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
325K+ 56.96% |
$6M - $7.07M
|
897K
$17.5M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
319KNew |
$5.87M - $6.92M
|
319K
$6.21M
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
313KNew |
$5.77M - $6.8M
|
313K
$6.1M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
300KNew |
$5.53M - $6.52M
|
300K
$5.85M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
287KNew |
$5.28M - $6.23M
|
287K
$5.59M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
252KNew |
$4.65M - $5.49M
|
252K
$4.92M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
232K+ 186.73% |
$4.27M - $5.04M
|
356K
$6.94M
|
|
Oct 31, 2022
Q3 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
209KNew |
$3.85M - $4.54M
|
209K
$4.08M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
164K+ 382.08% |
$3.01M - $3.56M
|
206K
$4.03M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
163KNew |
$3M - $3.54M
|
163K
$3.18M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
158KNew |
$2.91M - $3.44M
|
158K
$3.08M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 83.15% |
$2.46M - $2.91M
|
295K
$5.75M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 89.07% |
$2.44M - $2.87M
|
281K
$5.47M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128KNew |
$2.35M - $2.77M
|
128K
$2.49M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
117KNew |
$2.15M - $2.54M
|
117K
$2.28M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
107KNew |
$1.96M - $2.32M
|
107K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.5KNew |
$1.43M - $1.68M
|
77.5K
$1.51M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
46.6K+ 44.35% |
$858K - $1.01M
|
152K
$2.96M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.1KNew |
$831K - $980K
|
45.1K
$879K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
37.6K+ 33.26% |
$693K - $817K
|
151K
$2.94M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
37.5KNew |
$690K - $814K
|
37.5K
$731K
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
29.4KNew |
$541K - $639K
|
29.4K
$573K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
28.1KNew |
$518K - $611K
|
28.1K
$548K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24KNew |
$443K - $522K
|
24K
$469K
|
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$286K - $337K
|
15.5K
$302K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$270K - $318K
|
14.6K
$285K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$239K - $282K
|
13K
$254K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$229K - $270K
|
12.4K
$242K
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9.83KNew |
$181K - $213K
|
9.83K
$192K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.12K+ 7.88% |
$168K - $198K
|
125K
$2.43M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.25K+ 4.45% |
$152K - $179K
|
193K
$3.77M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.72K+ 3.99% |
$50.1K - $59.1K
|
70.8K
$1.38M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.18K+ 14.76% |
$40.1K - $47.3K
|
16.9K
$330K
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.99K+ 3.86% |
$36.7K - $43.3K
|
53.6K
$1.04M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.03K+ 4.94% |
$19K - $22.4K
|
21.8K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
990New |
$18.2K - $21.5K
|
990
$19.3K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
750+ 2.08% |
$13.8K - $16.3K
|
36.8K
$717K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
$9.21K - $10.9K
|
500
$9.75K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
239New |
$4.4K - $5.19K
|
239
$4.66K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187+ 18700.0% |
$3.44K - $4.06K
|
188
$3.67K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
145+ 1.13% |
$2.67K - $3.15K
|
13K
$253K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 16.2% |
$534 - $630
|
150
$2.93K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-207- 6.01% |
$3.81K - $4.5K
|
3.24K
$63.2K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-219- 18.65% |
$4.03K - $4.76K
|
955
$18.6K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-256- 1.56% |
$4.72K - $5.56K
|
16.2K
$316K
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-386- 0.27% |
$7.11K - $8.39K
|
144K
$2.82M
|