Purchases and Sales Made in Q4 2024 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 31.59% |
$11.4M - $12.1M
|
1.47M
$46.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309K+ 60.31% |
$9.92M - $10.5M
|
820K
$26M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
251KNew |
$8.06M - $8.56M
|
251K
$7.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
97.9K+ 8.18% |
$3.14M - $3.34M
|
1.29M
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
27.8K+ 9.91% |
$893K - $948K
|
308K
$9.76M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
23.8K+ 11.73% |
$766K - $814K
|
227K
$7.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.8K+ 37.22% |
$635K - $674K
|
72.8K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$397K - $422K
|
12.4K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.68K+ 54.34% |
$247K - $262K
|
21.8K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
7.19K+ 85.47% |
$231K - $245K
|
15.6K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 55.05% |
$119K - $126K
|
10.4K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 10.35% |
$62.5K - $66.3K
|
20.7K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 3.61% |
$61.9K - $65.7K
|
55.3K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.23KNew |
$39.6K - $42K
|
1.23K
$39K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.02K+ 13.7% |
$32.9K - $34.9K
|
8.49K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
362New |
$11.6K - $12.4K
|
362
$11.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
242+ 22.57% |
$7.78K - $8.26K
|
1.31K
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
166+ 67.48% |
$5.33K - $5.66K
|
412
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-209- 1.2% |
$6.72K - $7.13K
|
17.2K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
SELL
|
- |
-322- 1.67% |
$10.3K - $11K
|
18.9K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 2.31% |
$32.7K - $34.8K
|
43.2K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.52K- 16.51% |
$81K - $86K
|
12.7K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 17.0% |
$111K - $118K
|
16.9K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.59K- 3.57% |
$212K - $225K
|
178K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-21.5K- 4.16% |
$692K - $735K
|
496K
$15.7M
|