Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.5KNew |
$68.7K - $75.6K
|
3.5K
$68.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02KNew |
$59.3K - $65.2K
|
3.02K
$58.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.22K+ 9.25% |
$43.6K - $48K
|
26.3K
$512K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.13K+ 7.24% |
$41.8K - $45.9K
|
31.5K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 15.1% |
$34.7K - $38.2K
|
13.5K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 698.4% |
$25.8K - $28.3K
|
1.5K
$29.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
488New |
$9.58K - $10.5K
|
488
$9.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
485New |
$9.52K - $10.5K
|
485
$9.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
327+ 1421.74% |
$6.42K - $7.06K
|
350
$6.83K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22New |
$432 - $475
|
22
$429
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15New |
$294 - $324
|
15
$293
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-161- 11.73% |
$3.16K - $3.48K
|
1.21K
$23.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-469- 3.36% |
$9.21K - $10.1K
|
13.5K
$263K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-536- 5.18% |
$10.5K - $11.6K
|
9.82K
$191K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-708- 0.24% |
$13.9K - $15.3K
|
299K
$5.84M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.27K- 69.83% |
$25K - $27.5K
|
550
$10.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.99K- 1.7% |
$39K - $42.9K
|
115K
$2.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.12K- 5.82% |
$61.2K - $67.3K
|
50.4K
$983K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.98K- 36.56% |
$157K - $172K
|
13.9K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2KClosed |
$397K - $437K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 2.35% |
$414K - $455K
|
876K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-28K- 99.46% |
$549K - $604K
|
153
$2.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-38.7K- 25.51% |
$759K - $835K
|
113K
$2.2M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-53.5K- 79.08% |
$1.05M - $1.16M
|
14.2K
$276K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.3K- 22.36% |
$1.4M - $1.54M
|
247K
$4.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79.8K- 50.48% |
$1.57M - $1.72M
|
78.3K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84K- 29.92% |
$1.65M - $1.81M
|
197K
$3.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-87.2K- 10.34% |
$1.71M - $1.88M
|
757K
$14.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-320K- 52.83% |
$6.27M - $6.9M
|
285K
$5.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-912K- 99.65% |
$17.9M - $19.7M
|
3.24K
$63.2K
|