Latest Institutional Transactions on Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information on the latest institutional transactions involving Agf Invts Tr Agfiq Us Mkt Neut (BTAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.83K- 12.28% |
$52.3K - $56.5K
|
20.2K
$407K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
64.6KNew |
$1.19M - $1.29M
|
64.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.81K- 29.26% |
$88.8K - $95.9K
|
11.6K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.6K- 68.51% |
$1.08M - $1.17M
|
26.9K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.8K+ 3.73% |
$88.6K - $95.7K
|
133K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.4K- 97.18% |
$469K - $507K
|
736
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
3.15K+ 9.45% |
$58.1K - $62.8K
|
36.5K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-202K- 14.23% |
$3.72M - $4.03M
|
1.22M
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
675New |
$12.5K - $13.5K
|
675
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-54.7K- 59.05% |
$1.01M - $1.09M
|
38K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-10.4K- 26.82% |
$193K - $208K
|
28.5K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.21K- 4.24% |
$170K - $184K
|
208K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
36.5KNew |
$673K - $728K
|
36.5K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 75.23% |
$3.33M - $3.6M
|
59.4K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 100.0% |
$1.85K - $2K
|
200
$4.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.43K- 38.83% |
$156K - $168K
|
13.3K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-763- 12.53% |
$14.1K - $15.2K
|
5.33K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-372- 0.06% |
$6.87K - $7.43K
|
654K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
3.77KNew |
$69.6K - $75.2K
|
3.77K
$75.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
76.2KNew |
$1.41M - $1.52M
|
76.2K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
227KNew |
$4.2M - $4.54M
|
227K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27K- 62.09% |
$499K - $539K
|
16.5K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
240KNew |
$4.43M - $4.78M
|
240K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 10.65% |
$265K - $287K
|
149K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
55.7K+ 8.82% |
$1.03M - $1.11M
|
687K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19.3KNew |
$357K - $386K
|
19.3K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19.5K+ 0.83% |
$360K - $390K
|
2.37M
$47.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-250- 1.19% |
$4.62K - $4.99K
|
20.8K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
203New |
$3.75K - $4.05K
|
203
$4.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
30.8KNew |
$569K - $615K
|
30.8K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.75K- 45.29% |
$69.2K - $74.8K
|
4.53K
$91.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.9K+ 4.54% |
$257K - $278K
|
320K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-78- 0.33% |
$1.44K - $1.56K
|
23.6K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
66.4KNew |
$1.23M - $1.33M
|
66.4K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.08K+ 129.39% |
$20K - $21.6K
|
1.92K
$38.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 63.54% |
$2.01M - $2.18M
|
62.5K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.1K- 9.12% |
$759K - $820K
|
409K
$8.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
91.4KNew |
$1.69M - $1.83M
|
91.4K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
31.7K+ 20.01% |
$586K - $634K
|
190K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.93K+ 3.4% |
$128K - $138K
|
211K
$4.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.5K- 3.75% |
$1.17M - $1.27M
|
1.63M
$32.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.66K+ 49.13% |
$123K - $133K
|
20.2K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.6KNew |
$196K - $211K
|
10.6K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.4K- 5.74% |
$229K - $247K
|
203K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
17.9KNew |
$331K - $358K
|
17.9K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
504+ 2.57% |
$9.31K - $10.1K
|
20.1K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 73.01% |
$37.6K - $40.7K
|
4.83K
$97.1K
|