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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$17.7 - $20.9
|
1
$15.5
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 60.64% |
$2.26M - $2.67M
|
339K
$5.24M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.6KNew |
$1.6M - $1.89M
|
90.6K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$270K - $319K
|
15.3K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.25KNew |
$22K - $26K
|
1.25K
$19.3K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
39.9KNew |
$705K - $832K
|
39.9K
$617K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 91.29% |
$323K - $381K
|
38.3K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
277K+ 884.61% |
$4.89M - $5.77M
|
308K
$4.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31.9K+ 288.56% |
$564K - $666K
|
43K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
23.4KNew |
$413K - $488K
|
23.4K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
52.6K+ 127.24% |
$930K - $1.1M
|
94K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
284New |
$5.02K - $5.92K
|
284
$4.39K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-241- 0.78% |
$4.26K - $5.02K
|
30.6K
$473K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
36.5KNew |
$673K - $728K
|
36.5K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 100.0% |
$1.85K - $2K
|
200
$3.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-763- 12.53% |
$14.1K - $15.2K
|
5.33K
$82.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.8K+ 3.73% |
$88.6K - $95.7K
|
133K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
227KNew |
$4.2M - $4.54M
|
227K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
203New |
$3.75K - $4.05K
|
203
$3.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
91.4KNew |
$1.69M - $1.83M
|
91.4K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 73.01% |
$37.6K - $40.7K
|
4.83K
$74.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.5K- 4.27% |
$157K - $170K
|
191K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.06K+ 5.69% |
$19.6K - $21.2K
|
19.7K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.18K+ 8.23% |
$40.2K - $43.4K
|
28.6K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-674- 66.47% |
$12.4K - $13.5K
|
340
$5.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
42.1KNew |
$778K - $841K
|
42.1K
$651K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
45.7KNew |
$856K - $956K
|
45.7K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$308K - $344K
|
16.4K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-245- 1.61% |
$4.59K - $5.13K
|
15K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
353KNew |
$6.61M - $7.37M
|
353K
$5.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
4.8MNew |
$90M - $100M
|
4.8M
$74.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
371New |
$6.95K - $7.76K
|
371
$5.74K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
14.9KNew |
$279K - $312K
|
14.9K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8KNew |
$297K - $331K
|
15.8K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.03MNew |
$19.2M - $21.5M
|
1.03M
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3KNew |
$211K - $236K
|
11.3K
$174K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.24K+ 0.87% |
$23.3K - $26K
|
144K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
26.6KNew |
$498K - $556K
|
26.6K
$411K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27.9K+ 48.54% |
$523K - $583K
|
85.3K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
5.76K+ 16.19% |
$108K - $120K
|
41.3K
$639K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.19K+ 5.35% |
$39.5K - $43.2K
|
43.2K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.39K+ 1686.53% |
$133K - $146K
|
7.83K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3KNew |
$239K - $262K
|
13.3K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.71K- 69.03% |
$48.9K - $53.6K
|
1.22K
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
24.3KNew |
$438K - $480K
|
24.3K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.5K- 27.33% |
$351K - $384K
|
51.7K
$800K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
788K+ 167.8% |
$14.2M - $15.6M
|
1.26M
$19.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$32.1K - $35.2K
|
1.78K
$27.5K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
147KNew |
$2.54M - $2.73M
|
147K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 50.0% |
$501 - $540
|
87
$1.35K
|
|