Purchases and Sales Made in Q1 2025 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q1 2025. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES MANAGED R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 11.61% |
$5.35M - $5.82M
|
1.65M
$53.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
169K+ 13.05% |
$5.28M - $5.74M
|
1.46M
$47.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
123KNew |
$3.86M - $4.19M
|
123K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.8K+ 115.38% |
$1.56M - $1.69M
|
93K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 214.42% |
$1.39M - $1.51M
|
65.2K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
34.9K+ 184.15% |
$1.09M - $1.19M
|
53.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.9KNew |
$1.06M - $1.15M
|
33.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$831K - $903K
|
26.6K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.6KNew |
$706K - $768K
|
22.6K
$733K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8KNew |
$432K - $469K
|
13.8K
$448K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.2K+ 4.05% |
$288K - $313K
|
236K
$7.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.83K+ 5.26% |
$120K - $130K
|
76.6K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8KNew |
$87.6K - $95.2K
|
2.8K
$90.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47KNew |
$77.2K - $83.9K
|
2.47K
$80.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 27.91% |
$74.1K - $80.5K
|
10.9K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 0.71% |
$39.7K - $43.1K
|
179K
$5.82M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 5.42% |
$37K - $40.2K
|
23K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
412New |
$12.9K - $14K
|
412
$13.4K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14+ 0.09% |
$438 - $476
|
15.6K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-92- 0.54% |
$2.88K - $3.13K
|
17.1K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-176- 48.62% |
$5.5K - $5.98K
|
186
$6.04K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.69K- 4.86% |
$84.1K - $91.4K
|
52.7K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 22.19% |
$88.4K - $96.1K
|
9.92K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 16.91% |
$89.2K - $96.9K
|
14K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.9K- 7.11% |
$685K - $744K
|
286K
$9.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-144K- 28.96% |
$4.49M - $4.88M
|
352K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-814K- 99.18% |
$25.4M - $27.6M
|
6.76K
$219K
|