Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
4.8MNew |
$90M - $100M
|
4.8M
$93.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.59M+ 1564.5% |
$29.8M - $33.3M
|
1.69M
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.42MNew |
$26.6M - $29.6M
|
1.42M
$27.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.03MNew |
$19.2M - $21.5M
|
1.03M
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
420KNew |
$7.87M - $8.79M
|
420K
$8.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
353KNew |
$6.61M - $7.37M
|
353K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
291K+ 1914.93% |
$5.45M - $6.09M
|
306K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
217KNew |
$4.06M - $4.53M
|
217K
$4.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
106K+ 97.24% |
$1.99M - $2.22M
|
216K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.3K+ 646.2% |
$1.5M - $1.68M
|
92.7K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.1K+ 21.31% |
$1.48M - $1.65M
|
450K
$8.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
63.4K+ 97.57% |
$1.19M - $1.33M
|
128K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
45.7KNew |
$856K - $956K
|
45.7K
$891K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.5KNew |
$816K - $911K
|
43.5K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.8K+ 83.15% |
$728K - $812K
|
85.5K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.4K+ 24.22% |
$627K - $700K
|
172K
$3.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.3KNew |
$549K - $612K
|
29.3K
$571K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27.9K+ 48.54% |
$523K - $583K
|
85.3K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$507K - $566K
|
27K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.6KNew |
$498K - $556K
|
26.6K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
26.4KNew |
$496K - $553K
|
26.4K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.1KNew |
$490K - $546K
|
26.1K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.1K+ 20.69% |
$434K - $484K
|
135K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7KNew |
$407K - $454K
|
21.7K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.7KNew |
$350K - $390K
|
18.7K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$308K - $344K
|
16.4K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
16.4KNew |
$308K - $344K
|
16.4K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8KNew |
$297K - $331K
|
15.8K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.9KNew |
$279K - $312K
|
14.9K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12.8K+ 8.77% |
$240K - $268K
|
159K
$3.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8KNew |
$239K - $267K
|
12.8K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$211K - $236K
|
11.3K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
6.09KNew |
$114K - $127K
|
6.09K
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.76K+ 16.19% |
$108K - $120K
|
41.3K
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.9K+ 18.45% |
$35.7K - $39.8K
|
12.2K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 4.77% |
$30K - $33.5K
|
35.2K
$685K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.24K+ 0.87% |
$23.3K - $26K
|
144K
$2.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
371New |
$6.95K - $7.76K
|
371
$7.23K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
211+ 105.5% |
$3.95K - $4.41K
|
411
$8.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
201New |
$3.77K - $4.2K
|
201
$3.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
46+ 2.1% |
$862 - $962
|
2.23K
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46+ 0.01% |
$862 - $962
|
654K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.05% |
$37.5 - $41.8
|
3.99K
$77.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3- 0.11% |
$56.2 - $62.8
|
2.79K
$54.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-167- 1.22% |
$3.13K - $3.49K
|
13.6K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-243- 19.33% |
$4.55K - $5.08K
|
1.01K
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-245- 1.61% |
$4.59K - $5.13K
|
15K
$292K
|