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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
788K+ 167.8% |
$14.2M - $15.6M
|
1.26M
$19.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
24.3KNew |
$438K - $480K
|
24.3K
$376K
|
|
|
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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.39K+ 1686.53% |
$133K - $146K
|
7.83K
$121K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.19K+ 5.35% |
$39.5K - $43.2K
|
43.2K
$667K
|
|
|
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
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$175K - $189K
|
10.1K
$157K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4K+ 17.02% |
$69K - $74.4K
|
27.5K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
350New |
$6.04K - $6.52K
|
350
$5.41K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
29+ 50.0% |
$501 - $540
|
87
$1.35K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.8KNew |
$263K - $336K
|
15.8K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.6KNew |
$243K - $310K
|
14.6K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
500New |
$8.33K - $10.6K
|
500
$7.73K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$200 - $255
|
12
$186
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$83.3 - $106
|
5
$77.3
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
64.6KNew |
$1.15M - $1.3M
|
64.6K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
29.1K+ 189.04% |
$519K - $586K
|
44.5K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
25.7KNew |
$458K - $517K
|
25.7K
$397K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.1KNew |
$413K - $466K
|
23.1K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9KNew |
$372K - $421K
|
20.9K
$323K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
535+ 5.31% |
$9.54K - $10.8K
|
10.6K
$164K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48New |
$856 - $968
|
48
$742
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2New |
$35.7 - $40.3
|
2
$30.9
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
16KNew |
$299K - $338K
|
16K
$247K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
382New |
$7.14K - $8.08K
|
382
$5.91K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
21.9KNew |
$417K - $472K
|
21.9K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.7KNew |
$412K - $466K
|
21.7K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.1KNew |
$230K - $259K
|
12.1K
$187K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.1KNew |
$229K - $259K
|
12.1K
$186K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.2KNew |
$60.9K - $68.8K
|
3.2K
$49.5K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 0.72% |
$35.9K - $40.5K
|
265K
$4.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
804New |
$15.3K - $17.3K
|
804
$12.4K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
677New |
$12.9K - $14.5K
|
677
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
477New |
$9.07K - $10.3K
|
477
$7.37K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
334New |
$6.35K - $7.18K
|
334
$5.16K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
234+ 1.77% |
$4.45K - $5.03K
|
13.5K
$208K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
115+ 0.81% |
$2.19K - $2.47K
|
14.3K
$221K
|
|
| Q4 2022 | |||||||
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$479K - $527K
|
24.4K
$377K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.6KNew |
$463K - $510K
|
23.6K
$365K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.4KNew |
$360K - $396K
|
18.4K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
16.1KNew |
$316K - $348K
|
16.1K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.7K+ 93.75% |
$269K - $296K
|
28.4K
$438K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.1KNew |
$238K - $262K
|
12.1K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.54K+ 4.56% |
$187K - $206K
|
219K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.42K+ 90.72% |
$86.8K - $95.4K
|
9.29K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.5KNew |
$68.7K - $75.6K
|
3.5K
$54.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.22K+ 9.25% |
$43.6K - $48K
|
26.3K
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
488New |
$9.58K - $10.5K
|
488
$7.54K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
327+ 1421.74% |
$6.42K - $7.06K
|
350
$5.41K
|
|