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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.59K- 3.57% |
$212K - $225K
|
178K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.23KNew |
$39.6K - $42K
|
1.23K
$38.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 10.35% |
$62.5K - $66.3K
|
20.7K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
166+ 67.48% |
$5.33K - $5.66K
|
412
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 17.0% |
$111K - $118K
|
16.9K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 13.7% |
$32.9K - $34.9K
|
8.49K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
27.8K+ 9.91% |
$893K - $948K
|
308K
$9.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.52K- 16.51% |
$81K - $86K
|
12.7K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 2.31% |
$32.7K - $34.8K
|
43.2K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
97.9K+ 8.18% |
$3.14M - $3.34M
|
1.29M
$40.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$397K - $422K
|
12.4K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 31.59% |
$11.4M - $12.1M
|
1.47M
$46.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
251KNew |
$8.06M - $8.56M
|
251K
$7.91M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
23.8K+ 11.73% |
$766K - $814K
|
227K
$7.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.68K+ 54.34% |
$247K - $262K
|
21.8K
$688K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-209- 1.2% |
$6.72K - $7.13K
|
17.2K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309K+ 60.31% |
$9.92M - $10.5M
|
820K
$25.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
362New |
$11.6K - $12.4K
|
362
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
242+ 22.57% |
$7.78K - $8.26K
|
1.31K
$41.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
SELL
|
- |
-322- 1.67% |
$10.3K - $11K
|
18.9K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 55.05% |
$119K - $126K
|
10.4K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 3.61% |
$61.9K - $65.7K
|
55.3K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.8K+ 37.22% |
$635K - $674K
|
72.8K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7.19K+ 85.47% |
$231K - $245K
|
15.6K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-21.5K- 4.16% |
$692K - $735K
|
496K
$15.6M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208New |
$6.34K - $6.86K
|
208
$6.56K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$1.28K - $1.38K
|
42
$1.32K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$2.03K - $2.2K
|
69
$2.18K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$87.5K - $94.8K
|
2.97K
$93.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-215- 1.6% |
$6.33K - $6.87K
|
13.2K
$417K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.6K+ 59.16% |
$502K - $544K
|
47.2K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.59K- 16.39% |
$74.2K - $80.4K
|
13.2K
$417K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.12K- 99.56% |
$29.5K - $32.5K
|
5
$158
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$570K - $627K
|
21.6K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.78K- 40.15% |
$205K - $226K
|
11.6K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.3KNew |
$482K - $530K
|
18.3K
$577K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.5KNew |
$264K - $285K
|
9.5K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.19K- 75.49% |
$60.8K - $65.7K
|
711
$22.4K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.94K- 7.06% |
$125K - $135K
|
65.1K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.94K- 96.81% |
$99.8K - $107K
|
130
$4.1K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-40.3K- 57.04% |
$1.03M - $1.13M
|
30.3K
$956K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2KClosed |
$50.5K - $56.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
188KNew |
$5.18M - $5.55M
|
188K
$5.92M
|
|