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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.89KNew |
$297K - $332K
|
9.89K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.49K+ 0.63% |
$44.8K - $50.1K
|
238K
$8.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.55K- 18.17% |
$76.4K - $85.5K
|
11.5K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
600K+ 8880.41% |
$18M - $20.1M
|
607K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 67.49% |
$56.8K - $63.5K
|
911
$31.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
377K+ 22.89% |
$11.3M - $12.6M
|
2.02M
$69.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.7KNew |
$771K - $862K
|
25.7K
$882K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144KNew |
$4.31M - $4.82M
|
144K
$4.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.46MNew |
$43.9M - $49.1M
|
1.46M
$50.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50.7KNew |
$1.52M - $1.7M
|
50.7K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-83- 20.15% |
$2.49K - $2.79K
|
329
$11.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 11.09% |
$36.1K - $40.4K
|
9.65K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
682+ 3.02% |
$20.5K - $22.9K
|
23.3K
$799K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.26K- 7.38% |
$37.9K - $42.4K
|
15.8K
$544K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49.9KNew |
$1.5M - $1.67M
|
49.9K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.52K+ 15.31% |
$106K - $118K
|
26.5K
$911K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-83- 44.62% |
$2.49K - $2.79K
|
103
$3.54K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-12.6K- 37.3% |
$380K - $424K
|
21.2K
$730K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 14.06% |
$392K - $439K
|
106K
$3.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136+ 0.21% |
$4.08K - $4.57K
|
65.3K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.04K- 1.76% |
$151K - $169K
|
281K
$9.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
450New |
$13.5K - $15.1K
|
450
$15.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
3.72K+ 6.9% |
$112K - $125K
|
57.5K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.1K+ 8.19% |
$303K - $339K
|
133K
$4.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.35K- 10.19% |
$40.5K - $45.3K
|
11.9K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.32KNew |
$250K - $279K
|
8.32K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
668KNew |
$20M - $22.4M
|
668K
$22.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.8K- 31.99% |
$506K - $565K
|
35.8K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-5.7K- 1.62% |
$171K - $191K
|
347K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.01% |
$300 - $336
|
76.6K
$2.63M
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
169K+ 13.05% |
$5.28M - $5.74M
|
1.46M
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
169K+ 13.05% |
$5.28M - $5.74M
|
1.46M
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$831K - $903K
|
26.6K
$913K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 0.71% |
$39.7K - $43.1K
|
179K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8KNew |
$432K - $469K
|
13.8K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14+ 0.09% |
$438 - $476
|
15.6K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47KNew |
$77.2K - $83.9K
|
2.47K
$84.8K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 22.19% |
$88.4K - $96.1K
|
9.92K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
412New |
$12.9K - $14K
|
412
$14.2K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$397K - $422K
|
12.4K
$425K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
242+ 22.57% |
$7.78K - $8.26K
|
1.31K
$45.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 55.05% |
$119K - $126K
|
10.4K
$357K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208New |
$6.34K - $6.86K
|
208
$7.14K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$1.28K - $1.38K
|
42
$1.44K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$2.03K - $2.2K
|
69
$2.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$87.5K - $94.8K
|
2.97K
$102K
|
|
| 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
$454K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.6K+ 59.16% |
$502K - $544K
|
47.2K
$1.62M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.78K- 40.15% |
$205K - $226K
|
11.6K
$398K
|
|