Latest Institutional Purchases of Toews Agility Shares Managed R (MRSK)
This list provides information on the latest institutional transactions involving Toews Agility Shares Managed R (MRSK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
668KNew |
$20M - $22.4M
|
668K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
10.1K+ 8.19% |
$303K - $339K
|
133K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.32KNew |
$250K - $279K
|
8.32K
$284K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
171K+ 11.61% |
$5.35M - $5.82M
|
1.65M
$56.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
169K+ 13.05% |
$5.28M - $5.74M
|
1.46M
$49.9M
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Toews Corp
|
BUY
|
- |
34.9K+ 184.15% |
$1.09M - $1.19M
|
53.8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.9KNew |
$1.06M - $1.15M
|
33.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$831K - $903K
|
26.6K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.6KNew |
$706K - $768K
|
22.6K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.8KNew |
$432K - $469K
|
13.8K
$471K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.2K+ 4.05% |
$288K - $313K
|
236K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8KNew |
$87.6K - $95.2K
|
2.8K
$95.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47KNew |
$77.2K - $83.9K
|
2.47K
$84.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.37K+ 27.91% |
$74.1K - $80.5K
|
10.9K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 0.71% |
$39.7K - $43.1K
|
179K
$6.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 5.42% |
$37K - $40.2K
|
23K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
412New |
$12.9K - $14K
|
412
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
14+ 0.09% |
$438 - $476
|
15.6K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
251KNew |
$8.06M - $8.56M
|
251K
$8.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.4KNew |
$397K - $422K
|
12.4K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 55.05% |
$119K - $126K
|
10.4K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.23KNew |
$39.6K - $42K
|
1.23K
$42K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
242+ 22.57% |
$7.78K - $8.26K
|
1.31K
$44.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
166+ 67.48% |
$5.33K - $5.66K
|
412
$14.1K
|
|
| 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 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$87.5K - $94.8K
|
2.97K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$2.03K - $2.2K
|
69
$2.35K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.6K+ 59.16% |
$502K - $544K
|
47.2K
$1.61M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.5KNew |
$264K - $285K
|
9.5K
$324K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
188KNew |
$5.18M - $5.55M
|
188K
$6.4M
|
|