AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership → Automatic Income (from home) (From Awesomely, LLC) (Ad) Free BTAL Stock Alerts $18.81 +0.04 (+0.21%) (As of 05/17/2024 08:53 PM ET) Add Compare Share Share OwnershipStock AnalysisChartHeadlinesHoldingsOwnershipRatingsStock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$4.93MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$9.65M Get BTAL Insider Trade Alerts Want to know when executives and insiders are buying or selling AGF U.S. Market Neutral Anti-Beta Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BTAL Institutional Buying and Selling by Quarter Ad Priority GoldRed Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.Click here for your free guide AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/14/2024 Toronto Dominion Bank3,930$71K0.0%+352.8%0.027% 5/6/2024 VitalStone Financial LLC27,481$495K0.4%+883.2%0.192% 4/25/2024 Triumph Capital Management26,029$474K0.2%N/A0.216% 4/12/2024 Worth Asset Management LLC39,913$719K0.4%-22.6%0.335% 2/14/2024 VitalStone Financial LLC2,795$47K0.0%+5,173.6%0.023% 2/14/2024 Vermillion & White Wealth Management Group LLC70,189$1.19M1.2%N/A0.590% Get the Latest News and Ratings for BTAL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AGF U.S. Market Neutral Anti-Beta Fund and its competitors with MarketBeat's FREE daily newsletter. 2/9/2024 AXS Investments LLC29,955$508K0.1%-27.9%0.252% 2/7/2024 Ethos Financial Group LLC18,763$338K0.1%-95.6%0.158% 1/11/2024 Worth Asset Management LLC51,594$875K0.6%+26.4%0.434% 10/31/2023 Triumph Capital Management53,591$1.06M0.5%N/A0.450% 10/24/2023 Cambridge Investment Research Advisors Inc.39,951$793K0.0%-10.1%0.336% 10/11/2023 Worth Asset Management LLC40,802$810K0.7%+656.0%0.343% 8/10/2023 AXS Investments LLC41,840$785K0.2%+2,647.2%0.352% 8/9/2023 AGF Management Ltd.14,979$281K0.0%-42.9%0.126% 7/13/2023 Cambridge Investment Research Advisors Inc.44,428$833K0.0%+2.2%0.233% 7/11/2023 Worth Asset Management LLC5,397$101K0.1%-95.1%0.028% 5/12/2023 AXS Investments LLC1,523$31K0.0%-58.1%0.007% 5/8/2023 L.M. Kohn & Company21,975$448K0.2%+59.3%0.105% 5/5/2023 Wayfinding Financial LLC21,949$447K0.3%N/A0.105% 5/3/2023 AGF Management Ltd.26,236$535K0.0%N/A0.126% 5/2/2023 AMJ Financial Wealth Management167,554$3.42M2.2%-47.7%0.802% 5/2/2023 Arkadios Wealth Advisors12,075$246K0.0%N/A0.058% 4/20/2023 Ethos Financial Group LLC423,522$8.64M2.7%-30.3%2.026% 4/12/2023 Worth Asset Management LLC111,257$2.27M1.7%-29.2%0.532% 3/6/2023 OLD Mission Capital LLC3,500$74K0.0%N/A0.017% 2/22/2023 Kovack Advisors Inc.24,408$518K0.1%N/A0.114% 2/13/2023 AXS Investments LLC3,636$77K0.0%N/A0.017% 2/13/2023 Wintrust Investments LLC28,355$601K0.1%+93.7%0.133% 2/10/2023CoreCap Advisors LLC114,771$2.43M0.2%-1.7%0.536% 2/9/2023 Ethos Financial Group LLC607,480$13.01M4.4%N/A2.839% 2/8/2023 Cambridge Investment Research Advisors Inc.78,295$1.66M0.0%-50.5%0.366% 2/7/2023 Toronto Dominion Bank22,264$472K0.0%N/A0.104% 2/1/2023 AMJ Financial Wealth Management320,321$6.79M4.0%+2.3%1.497% 1/13/2023 Worth Asset Management LLC157,093$3.33M2.3%+84.7%0.829% 11/15/2022 Adalta Capital Management LLC15,500$315K0.2%N/A0.086% 11/4/2022 AMJ Financial Wealth Management313,071$6.37M4.1%N/A1.820% 10/19/2022 Empirical Asset Management LLC53,550$1.09M1.2%+3.9%0.358% 10/17/2022 Cambridge Investment Research Advisors Inc.158,119$3.22M0.0%N/A1.017% 10/7/2022 Worth Asset Management LLC85,048$1.73M1.3%-18.2%0.554% 7/21/2022 Savior LLC1,174$26K0.0%N/A0.012% How this is some devastating news (Ad)Check out this report real quick… It’s full proof that most people barely have enough money to cover the monthly expenditures… Let alone save for retirement or plan the next vacation. At the risk of sounding political… If you’re waiting for the Fed, or the government or some financial advisor to come to change things for the better… You might be waiting for a long long time. But what if…? What if there was a way to completely turn the tables?But I can promise that you’ll see all the details for yourself here.7/18/2022 Empirical Asset Management LLC51,558$1.12M1.2%+19.2%0.551% 7/8/2022 Worth Asset Management LLC103,942$2.26M1.5%+88.2%1.245% 6/15/2022 Adalta Capital Management LLC17,500$321K0.2%N/A0.297% 5/6/2022 Empirical Asset Management LLC43,242$793K0.8%+19.3%0.670% 1/18/2022 Accel Wealth Management4,370$78K0.0%N/A0.069% 1/12/2022IFP Advisors Inc13,019$235K0.0%-46.9%0.205% 11/10/2021AGF Investments LLC3,992$68K0.0%+19.4%0.069% 10/6/2021IFP Advisors Inc24,521$419K0.0%+2.9%0.423% 7/31/2021IFP Advisors Inc23,839$406K0.0%-5.4%0.404% 5/14/2021AGF Investments LLC3,268$56K0.0%-91.0%0.056% 5/13/2021 Proequities Inc.27,246$467K0.0%-48.2%0.466% 4/30/2021IFP Advisors Inc25,212$431K0.0%-13.1%0.427% 2/17/2021 Adalta Capital Management LLC123,007$2.35M1.5%+16.7%1.745% 2/13/2021 Ancora Advisors LLC3,331$64K0.0%+38.3%0.047% 2/8/2021AGF Investments LLC36,174$690K0.1%+71.7%0.513% 2/2/2021 Proequities Inc.52,626$1.00M0.1%+20.2%0.752% 1/25/2021IFP Advisors Inc29,021$553K0.0%-3.2%0.418% 11/17/2020 Adalta Capital Management LLC105,372$2.49M1.8%+24.1%1.232% 10/29/2020IFP Advisors Inc29,969$709K0.0%+16.0%0.333% 10/29/2020 Cambridge Investment Research Advisors Inc.13,978$330K0.0%N/A0.155% 8/5/2020IFP Advisors Inc25,841$627K0.0%+163.9%0.278% 7/9/2020Carroll Financial Associates Inc.2,460$59K0.0%N/A0.031% 6/16/2020 Royal Bank of Canada1,195$31K0.0%-64.8%0.019% 6/1/2020 Waterloo Capital L.P.12,280$315K0.2%N/A0.183% 5/18/2020 Adalta Capital Management LLC42,550$1.09M1.0%N/A0.655% 5/18/2020 Advisor Group Holdings Inc.495,216$12.72M0.1%N/A7.619% 5/12/2020 Moors & Cabot Inc.9,000$231K0.0%N/A0.141% 5/11/2020Commonwealth Equity Services LLC52,341$1.34M0.0%N/A0.824% 5/11/2020 Kingsview Wealth Management LLC52,950$1.36M0.2%-33.0%0.834% 5/8/2020AGF Investments LLC2,767$71K0.0%-89.4%0.044% 5/7/2020 AE Wealth Management LLC19,548$502K0.0%N/A0.310% (Data available from 1/1/2016 forward) BTAL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BTAL shares? During the previous two years, 20 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were AMJ Financial Wealth Management ($3.42M), CoreCap Advisors LLC ($2.43M), Vermillion & White Wealth Management Group LLC ($1.19M), Empirical Asset Management LLC ($1.09M), Cambridge Investment Research Advisors Inc. ($793K), Worth Asset Management LLC ($719K), and Wintrust Investments LLC ($601K).Learn more on BTAL's institutional investors. Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock? Of the 19 institutional investors that purchased AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($607.48K), AMJ Financial Wealth Management ($320.32K), Worth Asset Management LLC ($166.95K), Cambridge Investment Research Advisors Inc. ($159.07K), Triumph Capital Management ($79.62K), Vermillion & White Wealth Management Group LLC ($70.19K), and AXS Investments LLC ($43.95K). How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have bought a total of 1,654,887 shares in the last 24 months. This purchase volume represents approximately $33.85M in transactions. Which AGF U.S. Market Neutral Anti-Beta Fund major shareholders have been selling company stock? The following institutional investors have sold AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months: Ethos Financial Group LLC ($594.31K), Worth Asset Management LLC ($182.27K), AMJ Financial Wealth Management ($152.77K), Cambridge Investment Research Advisors Inc. ($84.30K), AXS Investments LLC ($13.73K), AGF Management Ltd. ($11.26K), and CoreCap Advisors LLC ($1.99K). How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have sold a total of 1,040,623 shares in the last 24 months. This volume of shares sold represents approximately $19.62M in transactions. 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