Purchases and Sales Made in Q4 2022 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 Q4 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
Jan 09, 2023 Q4 2022
Brookstone Capital Management

BUY
 -
1.82M
+ 212.21%
$35.7M - $39.3M
2.68M $50.1M
Feb 09, 2023 Q4 2022
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
607K
New
$11.9M - $13.1M
607K $11.4M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
288K
+ 97.86%
$5.66M - $6.23M
583K $10.9M
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
237K
New
$4.64M - $5.11M
237K $4.42M
Feb 13, 2023 Q4 2022
Moran Wealth Management, LLC

Naples, FL
BUY
 -
177K
New
$3.47M - $3.81M
177K $3.3M
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
104K
New
$2.04M - $2.24M
104K $1.94M
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
99.9K
New
$1.96M - $2.16M
99.9K $1.87M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
79.1K
New
$1.55M - $1.71M
79.1K $1.48M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
72.8K
+ 139.43%
$1.43M - $1.57M
125K $2.34M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
72.3K
+ 93.19%
$1.42M - $1.56M
150K $2.8M
Jan 23, 2023 Q4 2022
Astoria Portfolio Advisors Llc.

BUY
 -
64.9K
+ 44.93%
$1.27M - $1.4M
209K $3.91M
Feb 14, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
64.6K
New
$1.27M - $1.39M
64.6K $1.21M
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
63.3K
+ 59.34%
$1.24M - $1.37M
170K $3.18M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
57K
New
$1.12M - $1.23M
57K $1.07M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
50.8K
New
$998K - $1.1M
50.8K $951K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
35.9K
New
$705K - $775K
35.9K $672K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
35.9K
New
$705K - $775K
35.9K $671K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
35.8K
+ 10.07%
$704K - $774K
392K $7.32M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
33.2K
+ 26.05%
$652K - $717K
161K $3.01M
May 15, 2023 Q4 2022
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
32.6K
New
$641K - $705K
32.6K $610K
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
31.1K
+ 119.85%
$610K - $671K
57K $1.07M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
30.7K
+ 15.85%
$602K - $662K
224K $4.19M
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
26.9K
+ 17.83%
$528K - $580K
178K $3.32M
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
26.6K
New
$521K - $573K
26.6K $497K
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

BUY
 -
24.4K
New
$479K - $527K
24.4K $456K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
23.9K
New
$469K - $516K
23.9K $447K
Jan 30, 2023 Q4 2022
Proficio Capital Partners LLC

Newton, MA
BUY
 -
23.6K
New
$463K - $510K
23.6K $441K
Feb 07, 2023 Q4 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
22.3K
New
$437K - $481K
22.3K $416K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
21.4K
+ 164.39%
$419K - $461K
34.3K $642K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
18.4K
New
$360K - $396K
18.4K $343K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
17.4K
New
$341K - $375K
17.4K $325K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
16.5K
New
$324K - $357K
16.5K $309K
Jan 20, 2023 Q4 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
16.1K
New
$316K - $348K
16.1K $301K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
14.5K
+ 32.09%
$284K - $312K
59.6K $1.11M
Jan 17, 2023 Q4 2022
Darwin Advisors, LLC

BUY
 -
14.2K
New
$279K - $307K
14.2K $266K
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

BUY
 -
13.8K
New
$271K - $298K
13.8K $258K
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
13.7K
+ 93.75%
$269K - $296K
28.4K $530K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13.6K
New
$266K - $293K
13.6K $253K
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
13.2K
New
$260K - $286K
13.2K $247K
Apr 10, 2023 Q4 2022
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
12.1K
New
$238K - $262K
12.1K $227K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
11.8K
New
$232K - $255K
11.8K $221K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
10.9K
+ 4.32%
$214K - $235K
263K $4.93M
Feb 09, 2023 Q4 2022
Arlington Capital Management, Inc.

Arlington Heights, IL
BUY
 -
9.54K
+ 4.56%
$187K - $206K
219K $4.09M
Feb 01, 2023 Q4 2022
Amj Financial Wealth Management

Leesburg, VA
BUY
 -
7.25K
+ 2.32%
$142K - $157K
320K $5.99M
Jan 13, 2023 Q4 2022
Cooper Financial Group

BUY
 -
6.83K
+ 18.22%
$134K - $147K
44.3K $829K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
6.28K
New
$123K - $136K
6.28K $117K
Feb 15, 2023 Q4 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
5.93K
+ 8.38%
$116K - $128K
76.7K $1.43M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
4.42K
+ 90.72%
$86.8K - $95.4K
9.29K $174K
Feb 13, 2023 Q4 2022
Axs Investments LLC

Port Chester, NY
BUY
 -
3.64K
New
$71.4K - $78.5K
3.64K $68K

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