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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24.7K- 24.11% |
$380K - $443K
|
77.7K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
70.8K+ 524.38% |
$1.09M - $1.27M
|
84.4K
$1.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.8KNew |
$165K - $193K
|
10.8K
$166K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
12.6KNew |
$194K - $227K
|
12.6K
$195K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.55K- 10.76% |
$23.9K - $27.8K
|
12.9K
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
648+ 2.57% |
$9.97K - $11.6K
|
25.9K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.9KNew |
$429K - $500K
|
27.9K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.87KNew |
$28.8K - $33.6K
|
1.87K
$28.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
16.5KNew |
$254K - $296K
|
16.5K
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
163New |
$2.51K - $2.92K
|
163
$2.52K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.32K- 98.45% |
$128K - $149K
|
131
$2.03K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-385K- 94.34% |
$5.93M - $6.91M
|
23.1K
$358K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
15.9K+ 59.3% |
$244K - $285K
|
42.6K
$659K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-446- 0.56% |
$6.86K - $8K
|
78.6K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
53.6K+ 35.46% |
$825K - $962K
|
205K
$3.17M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16K+ 39.82% |
$281K - $342K
|
56K
$866K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-3.96K- 53.44% |
$69.6K - $84.9K
|
3.45K
$53.3K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$652 - $794
|
37
$572
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
6.88KNew |
$121K - $148K
|
6.88K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.15KNew |
$161K - $196K
|
9.15K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
15.1KNew |
$266K - $325K
|
15.1K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19KNew |
$335K - $408K
|
19K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.5KNew |
$696K - $849K
|
39.5K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.5KNew |
$607K - $740K
|
34.5K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$243K - $296K
|
13.8K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-902- 40.38% |
$15.9K - $19.4K
|
1.33K
$20.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.9K+ 48.41% |
$492K - $600K
|
85.7K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.89K- 97.65% |
$86.2K - $105K
|
118
$1.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
217New |
$3.82K - $4.66K
|
217
$3.35K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.51K+ 26.29% |
$132K - $161K
|
36.1K
$558K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.4KNew |
$324K - $395K
|
18.4K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
32.2KNew |
$567K - $691K
|
32.2K
$498K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.7K+ 9.2% |
$65.2K - $79.5K
|
44K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27.4K- 53.34% |
$482K - $587K
|
23.9K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-27- 3.27% |
$475 - $579
|
798
$12.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
13.4KNew |
$236K - $288K
|
13.4K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52.8K- 69.86% |
$930K - $1.13M
|
22.8K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.28K- 11.16% |
$22.5K - $27.4K
|
10.2K
$157K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 9.03% |
$6.43K - $7.83K
|
3.68K
$56.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-187K- 84.26% |
$3.29M - $4.01M
|
34.9K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-31K- 38.26% |
$547K - $666K
|
50.1K
$774K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-12.6K- 91.96% |
$222K - $271K
|
1.1K
$17K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
480New |
$8.48K - $10K
|
480
$7.42K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.76KNew |
$102K - $120K
|
5.76K
$89K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.11K+ 18.16% |
$37.3K - $44K
|
13.7K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.73K- 99.49% |
$65.9K - $77.8K
|
19
$294
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
641K+ 1077.9% |
$11.3M - $13.4M
|
700K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 29.11% |
$20.5K - $24.2K
|
2.83K
$43.8K
|
|