AGG ($AGG) Insider Trading & Smart Money Activity
$AGG has 21 13F position changes on file.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 0
- Net insider $ (12 mo)
- $0
- Congress trades (12 mo)
- 0
- 13F moves on file
- 21
- Analyst ratings on file
- 0
AGG insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 15 / 6 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All AGG insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | Robertson Stephens Wealth Management | Reduced | -91.51K sh | $58.67M | — | ||||||
| 13F | PFG Advisors | Added | +57.41K sh | $14.40M | — | ||||||
| 13F | Onyx Bridge Wealth Group | Reduced | -31.62K sh | $3.72M | — | ||||||
| 13F | Howard Capital Management | Added | +162.62K sh | $95.81M | — | ||||||
| 13F | Halbert Hargrove Global Advisors | Reduced | -1.08K sh | $443.95K | — | ||||||
| 13F | Gemmer Asset Management | Reduced | -7.45K sh | $382.16K | — | ||||||
| 13F | Concurrent Investment Advisors | Added | +257.53K sh | $91.76M | — | ||||||
| 13F | Aspiriant | Added | +44.47K sh | $29.15M | — | ||||||
| 13F | Annex Advisory Services | Added | +1.02M sh | $96.95M | Read | ||||||
| 13F | WealthPlan Investment Management | Added | +25.28K sh | $31.32M | — | ||||||
| 13F | Turtle Creek Wealth Advisors | Sold out | -10.41K sh | Read | |||||||
| 13F | Patriot Investment Management Group | Added | +63.15K sh | $24.94M | — | ||||||
| 13F | Charles Schwab Trust | Added | +36.39K sh | $69.54M | — | ||||||
| 13F | Blue Trust | Added | +95.74K sh | $237.76M | — | ||||||
| 13F | AdvisorNet Financial | Reduced | -19.46K sh | $30.63M | — | ||||||
| 13F | Sendero Wealth Management | New | +29.71K sh | $2.81M | — | ||||||
| 13F | Orgel Wealth Management | Added | +893 sh | $1.47M | — | ||||||
| 13F | Focus Financial Network | Added | +37.23K sh | $64.20M | — | ||||||
| 13F | First Citizens Bank & Trust | Added | +55.70K sh | $132.13M | Read | ||||||
| 13F | Columbus Macro | Added | +10.27K sh | $9.86M | — | ||||||
| 13F | B. Riley Wealth Advisors | Added | +36.85K sh | $4.51M | Read |
1W / 1M / 6M = how AGG moved from the trade or filing date.
Institutions moving AGG (13F)
- Robertson Stephens Wealth Management1
- PFG Advisors1
- Onyx Bridge Wealth Group1
- Howard Capital Management1
- Halbert Hargrove Global Advisors1
- Gemmer Asset Management1
- Concurrent Investment Advisors1
- Aspiriant1
- Annex Advisory Services1
- WealthPlan Investment Management1
- Turtle Creek Wealth Advisors1
- Patriot Investment Management Group1
Frequently asked questions
Which institutions changed their AGG positions?
Recent 13F filers moving the stock include Robertson Stephens Wealth Management, PFG Advisors, Onyx Bridge Wealth Group, Howard Capital Management and Halbert Hargrove Global Advisors.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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