Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.64K- 3.82% |
$44K - $56.2K
|
66.5K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.62K- 15.89% |
$60.2K - $76.9K
|
19.1K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.64K- 80.35% |
$144K - $184K
|
2.11K
$41.2K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.6K- 0.44% |
$176K - $225K
|
2.4M
$46.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-11.6K- 27.95% |
$193K - $247K
|
30K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.3K- 49.48% |
$272K - $347K
|
16.7K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 24.16% |
$272K - $348K
|
51.4K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.2K- 13.0% |
$286K - $366K
|
115K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.6K- 63.28% |
$410K - $524K
|
14.3K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.2K- 17.13% |
$486K - $621K
|
141K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-33.8K- 6.05% |
$562K - $718K
|
524K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41K- 15.3% |
$683K - $873K
|
227K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-175K- 37.05% |
$2.92M - $3.73M
|
298K
$5.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-179K- 94.16% |
$2.99M - $3.82M
|
11.1K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-191K- 89.05% |
$3.18M - $4.06M
|
23.5K
$458K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-195K- 84.07% |
$3.24M - $4.14M
|
36.9K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-199K- 76.45% |
$3.31M - $4.23M
|
61.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-220K- 55.93% |
$3.66M - $4.68M
|
173K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-410K- 95.63% |
$6.83M - $8.73M
|
18.8K
$366K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-653K- 99.88% |
$10.9M - $13.9M
|
778
$15.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23M- 83.22% |
$20.4M - $26.1M
|
247K
$4.82M
|