Latest Institutional Transactions on Toews Agility Shares Managed R (MRSK)
This table provides information on the latest institutional transactions involving Toews Agility Shares Managed R (MRSK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.83KNew |
$195K - $208K
|
5.83K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.22K- 2.71% |
$309K - $329K
|
331K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.3K- 2.4% |
$144K - $154K
|
175K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 2.47% |
$502K - $535K
|
622K
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-388- 1.67% |
$13K - $13.8K
|
22.9K
$823K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
43New |
$1.44K - $1.53K
|
43
$1.55K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-166- 40.29% |
$5.56K - $5.92K
|
246
$8.84K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
119KNew |
$3.99M - $4.25M
|
119K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1- 0.01% |
$33.5 - $35.7
|
9.65K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
955+ 1.91% |
$32K - $34.1K
|
50.8K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.47KNew |
$317K - $338K
|
9.47K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.1K+ 4.41% |
$2.98M - $3.18M
|
2.11M
$75.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 16.34% |
$357K - $381K
|
76K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
337+ 0.14% |
$11.3K - $12K
|
238K
$8.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.32K+ 8.31% |
$44.1K - $47K
|
17.2K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.3K+ 102.42% |
$881K - $938K
|
52K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
77.5K+ 4.36% |
$2.59M - $2.76M
|
1.86M
$66.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
104+ 100.97% |
$3.48K - $3.71K
|
207
$7.44K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-163K- 11.14% |
$5.46M - $5.82M
|
1.3M
$46.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24KNew |
$41.6K - $44.4K
|
1.24K
$44.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.5K- 5.19% |
$184K - $196K
|
101K
$3.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.6K+ 54.48% |
$926K - $986K
|
78.4K
$2.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.8K- 60.28% |
$429K - $457K
|
8.44K
$303K
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
6.03K+ 10.48% |
$202K - $215K
|
63.6K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-63K- 9.43% |
$2.11M - $2.25M
|
605K
$21.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
111K+ 83.41% |
$3.73M - $3.97M
|
245K
$8.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.82K- 33.28% |
$295K - $315K
|
17.7K
$636K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.14K- 14.35% |
$172K - $183K
|
30.7K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
185+ 14.08% |
$6.19K - $6.6K
|
1.5K
$53.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.76K- 2.3% |
$59K - $62.8K
|
74.9K
$2.69M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-983- 38.88% |
$29.5K - $33K
|
1.55K
$55.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.92KNew |
$208K - $232K
|
6.92K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.89KNew |
$297K - $332K
|
9.89K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.55K- 18.17% |
$76.4K - $85.5K
|
11.5K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 67.49% |
$56.8K - $63.5K
|
911
$32.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144KNew |
$4.31M - $4.82M
|
144K
$5.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-83- 20.15% |
$2.49K - $2.79K
|
329
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.04K- 1.76% |
$151K - $169K
|
281K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
450New |
$13.5K - $15.1K
|
450
$16.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.35K- 10.19% |
$40.5K - $45.3K
|
11.9K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.32KNew |
$250K - $279K
|
8.32K
$299K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
169K+ 13.05% |
$5.28M - $5.74M
|
1.46M
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$831K - $903K
|
26.6K
$955K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14+ 0.09% |
$438 - $476
|
15.6K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8KNew |
$432K - $469K
|
13.8K
$496K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 22.19% |
$88.4K - $96.1K
|
9.92K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47KNew |
$77.2K - $83.9K
|
2.47K
$88.8K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$397K - $422K
|
12.4K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 55.05% |
$119K - $126K
|
10.4K
$374K
|
|