Latest Institutional Purchases of Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This list provides information on the latest institutional transactions involving Agf Invts Tr Agfiq Us Mkt Neut (BTAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.35M+ 155.09% |
$20.8M - $24.2M
|
2.22M
$34.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
423K+ 104.66% |
$6.52M - $7.6M
|
828K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
394K+ 320.09% |
$6.07M - $7.07M
|
517K
$8M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
363KNew |
$5.58M - $6.51M
|
363K
$5.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
363KNew |
$5.58M - $6.51M
|
363K
$5.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
334KNew |
$5.13M - $5.98M
|
334K
$5.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
188K+ 46.21% |
$2.9M - $3.38M
|
596K
$9.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 188.39% |
$2.08M - $2.43M
|
207K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 27.04% |
$1.84M - $2.14M
|
561K
$8.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
70.8K+ 524.38% |
$1.09M - $1.27M
|
84.4K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
60.2KNew |
$926K - $1.08M
|
60.2K
$930K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
53.6K+ 35.46% |
$825K - $962K
|
205K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36.3KNew |
$558K - $650K
|
36.3K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8KNew |
$521K - $607K
|
33.8K
$523K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30K+ 4.97% |
$461K - $538K
|
634K
$9.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.9KNew |
$429K - $500K
|
27.9K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9KNew |
$368K - $428K
|
23.9K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.5K+ 2240.57% |
$362K - $422K
|
24.6K
$380K
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
22.9K+ 192.89% |
$353K - $412K
|
34.8K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 151.89% |
$320K - $373K
|
34.5K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
19.9KNew |
$306K - $357K
|
19.9K
$308K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
16.5KNew |
$254K - $296K
|
16.5K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
15.9K+ 59.3% |
$244K - $285K
|
42.6K
$659K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15KNew |
$231K - $270K
|
15K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$194K - $227K
|
12.6K
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
12.6KNew |
$194K - $227K
|
12.6K
$195K
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
11.7K+ 112.28% |
$179K - $209K
|
22K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 3.18% |
$171K - $200K
|
361K
$5.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.8KNew |
$165K - $193K
|
10.8K
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
10.1KNew |
$155K - $181K
|
10.1K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.49K+ 2.51% |
$84.4K - $98.4K
|
224K
$3.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.75K+ 16.3% |
$73.1K - $85.2K
|
33.9K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
4.38KNew |
$67.4K - $78.5K
|
4.38K
$67.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.68K+ 409.35% |
$56.6K - $65.9K
|
4.57K
$70.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3.36K+ 20.63% |
$51.7K - $60.2K
|
19.6K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.87KNew |
$28.8K - $33.6K
|
1.87K
$28.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 7.43% |
$24.3K - $28.4K
|
22.9K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
648+ 2.57% |
$9.97K - $11.6K
|
25.9K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
600New |
$9.23K - $10.8K
|
600
$9.28K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
163New |
$2.51K - $2.92K
|
163
$2.52K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
58New |
$893 - $1.04K
|
58
$897
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43New |
$662 - $771
|
43
$665
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
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 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
32.2KNew |
$567K - $691K
|
32.2K
$498K
|
|
|
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 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19KNew |
$335K - $408K
|
19K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.4KNew |
$324K - $395K
|
18.4K
$285K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16K+ 39.82% |
$281K - $342K
|
56K
$866K
|
|