Purchases and Sales Made in Q3 2023 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 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, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.41M+ 438716.91% |
$43M - $48.6M
|
2.41M
$45.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
836K+ 131.11% |
$14.9M - $16.9M
|
1.47M
$27.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
547K+ 1090.13% |
$9.76M - $11M
|
597K
$11.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
216KNew |
$3.85M - $4.35M
|
216K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
187K+ 256.6% |
$3.34M - $3.78M
|
260K
$4.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
129KNew |
$2.3M - $2.6M
|
129K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125K+ 46.44% |
$2.22M - $2.51M
|
393K
$7.35M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
112K+ 41.5% |
$2M - $2.26M
|
383K
$7.16M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
89.2K+ 155.08% |
$1.59M - $1.8M
|
147K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
65.5KNew |
$1.17M - $1.32M
|
65.5K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$1.15M - $1.3M
|
64.6K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
53.6KNew |
$956K - $1.08M
|
53.6K
$1M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
40K+ 22.92% |
$714K - $806K
|
215K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
35.4K+ 656.01% |
$632K - $714K
|
40.8K
$763K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.6K+ 15.19% |
$545K - $616K
|
232K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5K+ 22.56% |
$544K - $615K
|
166K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.1K+ 189.04% |
$519K - $586K
|
44.5K
$831K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
25.7KNew |
$458K - $517K
|
25.7K
$480K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.1KNew |
$413K - $466K
|
23.1K
$433K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21.2K+ 125.0% |
$378K - $427K
|
38.1K
$713K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9KNew |
$372K - $421K
|
20.9K
$390K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
20K+ 95.04% |
$357K - $403K
|
41K
$767K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1KNew |
$341K - $386K
|
19.1K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18KNew |
$320K - $362K
|
18K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.6K+ 13.87% |
$296K - $334K
|
136K
$2.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
15.7KNew |
$280K - $317K
|
15.7K
$294K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
15.6KNew |
$277K - $313K
|
15.6K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5K+ 78.75% |
$259K - $293K
|
33K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.58K+ 12.6% |
$135K - $153K
|
67.7K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.59K+ 1.32% |
$99.7K - $113K
|
429K
$8.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.58K+ 36.82% |
$99.6K - $113K
|
20.8K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.76K+ 14.52% |
$84.9K - $95.9K
|
37.5K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.39KNew |
$78.3K - $88.5K
|
4.39K
$82.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.16K+ 1.58% |
$74.3K - $83.9K
|
268K
$5.02M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.14KNew |
$73.8K - $83.4K
|
4.14K
$77.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.04K+ 2.85% |
$18.5K - $20.9K
|
37.4K
$700K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
748New |
$13.3K - $15.1K
|
748
$14K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
535+ 5.31% |
$9.54K - $10.8K
|
10.6K
$198K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
195New |
$3.48K - $3.93K
|
195
$3.65K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
158New |
$2.82K - $3.19K
|
158
$2.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
53New |
$946 - $1.07K
|
53
$991
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
52+ 0.08% |
$928 - $1.05K
|
69.1K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$856 - $968
|
48
$898
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
39+ 0.04% |
$696 - $786
|
90.6K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4+ 7.69% |
$71.4 - $80.6
|
56
$1.05K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$35.7 - $40.3
|
2
$37.4
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-188- 2.1% |
$3.35K - $3.79K
|
8.76K
$164K
|