Purchases and Sales Made in Q4 2023 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 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
Feb 13, 2024 Q4 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
636K
New
$10.6M - $13.5M
636K $12M
Feb 14, 2024 Q4 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
597K
New
$9.94M - $12.7M
597K $11.3M
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
284K
New
$4.74M - $6.05M
284K $5.37M
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
243K
New
$4.05M - $5.17M
243K $4.59M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
206K
+ 124.46%
$3.43M - $4.39M
372K $7.02M
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
90.8K
New
$1.51M - $1.93M
90.8K $1.71M
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
70.2K
New
$1.17M - $1.49M
70.2K $1.33M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
56.9K
+ 151.58%
$947K - $1.21M
94.4K $1.78M
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
56.2K
+ 26.06%
$935K - $1.19M
272K $5.13M
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
35.5K
New
$591K - $755K
35.5K $670K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
18.5K
+ 103.24%
$309K - $394K
36.5K $689K
Feb 13, 2024 Q4 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
18K
+ 44.0%
$300K - $384K
59.1K $1.12M
Feb 06, 2024 Q4 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
15.8K
New
$263K - $336K
15.8K $299K
Feb 13, 2024 Q4 2023
Integrated Wealth Concepts LLC

BUY
 -
14.6K
New
$243K - $310K
14.6K $275K
Jan 10, 2024 Q4 2023
Worth Asset Management, LLC

BUY
 -
10.8K
+ 26.45%
$180K - $230K
51.6K $974K
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
10.3K
New
$171K - $218K
10.3K $194K
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
10.1K
New
$167K - $214K
10.1K $190K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.76K
+ 7.16%
$162K - $208K
146K $2.76M
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
7.12K
+ 5.53%
$119K - $151K
136K $2.57M
Feb 12, 2024 Q4 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
7.07K
+ 10.79%
$118K - $150K
72.6K $1.37M
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
3.63K
New
$60.5K - $77.3K
3.63K $68.6K
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.35K
+ 8.37%
$55.7K - $71.1K
43.3K $817K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
3.25K
+ 8.52%
$54.1K - $69.1K
41.4K $781K
Feb 14, 2024 Q4 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
2.74K
+ 5173.58%
$45.7K - $58.3K
2.8K $52.8K
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
2.34K
New
$39K - $49.8K
2.34K $44.2K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.41K
+ 32.03%
$23.4K - $29.9K
5.8K $109K
Feb 14, 2024 Q4 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
873
+ 1.61%
$14.5K - $18.6K
55K $1.04M
Feb 13, 2024 Q4 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
868
New
$14.5K - $18.5K
868 $16.4K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
799
+ 1426.79%
$13.3K - $17K
855 $16.1K
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
778
New
$13K - $16.5K
778 $14.7K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
406
New
$6.76K - $8.64K
406 $7.67K
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
227
New
$3.78K - $4.83K
227 $4.29K
Feb 06, 2024 Q4 2023
National Bank Of Canada

BUY
 -
226
+ 2.58%
$3.76K - $4.81K
8.99K $170K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
201
New
$3.35K - $4.28K
201 $3.79K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
78
New
$1.3K - $1.66K
78 $1.47K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
58
New
$966 - $1.23K
58 $1.1K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
53
+ 33.54%
$882 - $1.13K
211 $3.98K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
12
New
$200 - $255
12 $227
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
5
New
$83.3 - $106
5 $94.4
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
1
New
$16.7 - $21.3
1 $18.9
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

SELL
 -
-218
- 2.12%
$3.63K - $4.64K
10.1K $190K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

SELL
 -
-351
- 0.39%
$5.84K - $7.47K
90.2K $1.7M
Feb 08, 2024 Q4 2023
Klr Investment Advisors, LLC

Providence, RI
SELL
 -
-364
- 1.06%
$6.06K - $7.74K
34K $641K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-522
- 11.42%
$8.69K - $11.1K
4.05K $76.5K
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-808
- 18.37%
$13.5K - $17.2K
3.59K $67.8K
Feb 09, 2024 Q4 2023
Black Diamond Wealth Management Inc.

SELL
 -
-1.43K
- 9.11%
$23.8K - $30.5K
14.3K $270K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-1.54K
- 7.42%
$25.6K - $32.7K
19.2K $363K
Jan 16, 2024 Q4 2023
Cooper Financial Group

SELL
 -
-2.2K
- 6.48%
$36.7K - $46.9K
31.8K $600K

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