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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.1K+ 8.19% |
$303K - $339K
|
133K
$4.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.35K- 10.19% |
$40.5K - $45.3K
|
11.9K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.32KNew |
$250K - $279K
|
8.32K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
668KNew |
$20M - $22.4M
|
668K
$22.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.8K- 31.99% |
$506K - $565K
|
35.8K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.7K- 1.62% |
$171K - $191K
|
347K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.01% |
$300 - $336
|
76.6K
$2.61M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.6KNew |
$706K - $768K
|
22.6K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
169K+ 13.05% |
$5.28M - $5.74M
|
1.46M
$49.9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$831K - $903K
|
26.6K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.9KNew |
$1.06M - $1.15M
|
33.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 0.71% |
$39.7K - $43.1K
|
179K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8KNew |
$87.6K - $95.2K
|
2.8K
$95.6K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.9K- 7.11% |
$685K - $744K
|
286K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.2K+ 4.05% |
$288K - $313K
|
236K
$8.07M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8KNew |
$432K - $469K
|
13.8K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14+ 0.09% |
$438 - $476
|
15.6K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
34.9K+ 184.15% |
$1.09M - $1.19M
|
53.8K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 16.91% |
$89.2K - $96.9K
|
14K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 5.42% |
$37K - $40.2K
|
23K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 11.61% |
$5.35M - $5.82M
|
1.65M
$56.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-176- 48.62% |
$5.5K - $5.98K
|
186
$6.35K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 27.91% |
$74.1K - $80.5K
|
10.9K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-92- 0.54% |
$2.88K - $3.13K
|
17.1K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47KNew |
$77.2K - $83.9K
|
2.47K
$84.3K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 22.19% |
$88.4K - $96.1K
|
9.92K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
412New |
$12.9K - $14K
|
412
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.8K+ 115.38% |
$1.56M - $1.69M
|
93K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.5K+ 214.42% |
$1.39M - $1.51M
|
65.2K
$2.22M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
811K+ 12001.78% |
$26.1M - $27.7M
|
818K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
166+ 67.48% |
$5.33K - $5.66K
|
412
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.23KNew |
$39.6K - $42K
|
1.23K
$42K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$397K - $422K
|
12.4K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
251KNew |
$8.06M - $8.56M
|
251K
$8.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
242+ 22.57% |
$7.78K - $8.26K
|
1.31K
$44.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 55.05% |
$119K - $126K
|
10.4K
$355K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208New |
$6.34K - $6.86K
|
208
$7.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$1.28K - $1.38K
|
42
$1.43K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$2.03K - $2.2K
|
69
$2.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$87.5K - $94.8K
|
2.97K
$101K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.59K- 16.39% |
$74.2K - $80.4K
|
13.2K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.6K+ 59.16% |
$502K - $544K
|
47.2K
$1.61M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.78K- 40.15% |
$205K - $226K
|
11.6K
$396K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.5KNew |
$264K - $285K
|
9.5K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.19K- 75.49% |
$60.8K - $65.7K
|
711
$24.3K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.94K- 7.06% |
$125K - $135K
|
65.1K
$2.22M
|
|
| 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
$1.03M
|
|
| 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
$6.4M
|
|