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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
203KNew |
$6.2M - $6.7M
|
203K
$6.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
129K+ 12.06% |
$3.92M - $4.25M
|
1.2M
$40.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.7K+ 13.21% |
$1.82M - $1.97M
|
512K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.8K+ 5.14% |
$1.67M - $1.81M
|
1.12M
$37.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.98K+ 23.16% |
$304K - $329K
|
53.1K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.09K+ 75.63% |
$246K - $267K
|
18.8K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.38K+ 3.58% |
$194K - $210K
|
185K
$6.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.28K+ 10.98% |
$161K - $174K
|
53.4K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.36K+ 10.94% |
$133K - $144K
|
44.2K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.54K+ 25.55% |
$108K - $117K
|
17.4K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
246New |
$7.49K - $8.11K
|
246
$8.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
208New |
$6.34K - $6.86K
|
208
$7.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$1.28K - $1.38K
|
42
$1.42K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
8.41KNew |
$248K - $269K
|
8.41K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$87.5K - $94.8K
|
2.97K
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$2.03K - $2.2K
|
69
$2.33K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.6K+ 59.16% |
$502K - $544K
|
47.2K
$1.59M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6KNew |
$570K - $627K
|
21.6K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.3KNew |
$482K - $530K
|
18.3K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.07KNew |
$28.2K - $31.1K
|
1.07K
$36.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Toews Corp
|
BUY
|
- |
115+ 0.6% |
$3.03K - $3.34K
|
19.3K
$650K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.5KNew |
$264K - $285K
|
9.5K
$321K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
105New |
$2.91K - $3.15K
|
105
$3.54K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
188KNew |
$5.18M - $5.55M
|
188K
$6.33M
|
|