Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.91M- 82.18% |
$83.2M - $90.2M
|
631K
$20.2M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29K- 13.35% |
$829K - $898K
|
188K
$6.02M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$600K - $650K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.86K- 26.73% |
$81.8K - $88.7K
|
7.85K
$251K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.59K- 16.39% |
$74.2K - $80.4K
|
13.2K
$424K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.09K- 4.3% |
$59.8K - $64.8K
|
46.5K
$1.49M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.91K- 4.15% |
$54.5K - $59.1K
|
44K
$1.41M
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-272- 1.98% |
$7.78K - $8.43K
|
13.4K
$431K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-133- 0.86% |
$3.8K - $4.12K
|
15.3K
$489K
|
|
Q4 2023 | |||||||
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-70.7K- 89.88% |
$1.86M - $2.05M
|
7.96K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.78K- 40.15% |
$205K - $226K
|
11.6K
$371K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.12K- 99.56% |
$29.5K - $32.5K
|
5
$160
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.19K- 75.49% |
$60.8K - $65.7K
|
711
$22.8K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.94K- 7.06% |
$125K - $135K
|
65.1K
$2.08M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.94K- 96.81% |
$99.8K - $107K
|
130
$4.16K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 6.03% |
$26.3K - $27.8K
|
16K
$511K
|
|
Q3 2022 | |||||||
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-40.3K- 57.04% |
N/A
|
30.3K
$971K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|