AGF INVTS TR (MOM)
Institutional ownership reported to the SEC as of Q4 2020, across 9 quarters.
6
Reporting holders
$1.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $629.0K | 24,928 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $546.0K | 21,636 | 0.00% | new | NEW |
| ADVISOR GROUP HOLDINGS, INC. | $200.0K | 7,938 | 0.00% | 4q | -7.6%-$16.5K |
| UBS Group AG | $89.0K | 3,523 | 0.00% | new | NEW |
| AGF Investments LLC | $9.0K | 355 | 0.00% | 5q | -38.8%-$5.7K |
| Carroll Financial Associates, Inc. | $2.0K | 90 | 0.00% | 4q | -99.2%-$247.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2020 | 6 | $1.5M | 58,470 | 3 | 0 | 3 | 0.0% |
| Q3 2020 | 4 | $1.3M | 42,991 | 0 | 2 | 2 | 0.0% |
| Q2 2020 | 5 | $1.1M | 39,195 | 1 | 1 | 2 | 0.0% |
| Q1 2020 | 5 | $1.7M | 60,670 | 3 | 0 | 0 | 0.0% |
| Q4 2019 | 6 | $1.2M | 51,330 | 6 | 0 | 0 | 0.0% |
| Q3 2019 | 5 | $567.0K | 22,806 | 2 | 1 | 0 | 0.0% |
| Q2 2019 | 3 | $307.0K | 12,486 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 4 | $263.0K | 10,936 | 2 | 1 | 0 | 0.0% |
| Q4 2018 | 2 | $19.0K | 795 | 0 | 0 | 0 | 0.0% |