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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6+ 2.51% |
$114 - $129
|
245
$4.63K
|
|
| Q4 2022 | |||||||
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$479K - $527K
|
24.4K
$461K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.6KNew |
$463K - $510K
|
23.6K
$446K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.4KNew |
$360K - $396K
|
18.4K
$346K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16.1KNew |
$316K - $348K
|
16.1K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.7K+ 93.75% |
$269K - $296K
|
28.4K
$535K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.1KNew |
$238K - $262K
|
12.1K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.54K+ 4.56% |
$187K - $206K
|
219K
$4.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.28KNew |
$123K - $136K
|
6.28K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.42K+ 90.72% |
$86.8K - $95.4K
|
9.29K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.5KNew |
$68.7K - $75.6K
|
3.5K
$66.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.22K+ 9.25% |
$43.6K - $48K
|
26.3K
$496K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
488New |
$9.58K - $10.5K
|
488
$9.21K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
327+ 1421.74% |
$6.42K - $7.06K
|
350
$6.61K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
15.5KNew |
$286K - $337K
|
15.5K
$293K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$229K - $270K
|
12.4K
$235K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
500New |
$9.21K - $10.9K
|
500
$9.44K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3KNew |
$238K - $289K
|
13.3K
$250K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$27K - $32.7K
|
1.5K
$28.3K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
4.37KNew |
$70.8K - $79.1K
|
4.37K
$82.5K
|
|
| Q1 2021 | |||||||
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.92K+ 4.25% |
$81.2K - $96.3K
|
121K
$2.28M
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
923+ 38.33% |
$17.1K - $21.7K
|
3.33K
$62.9K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.94K+ 5.72% |
$164K - $208K
|
147K
$2.77M
|
|