Purchases and Sales Made in Q2 2024 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q2 2024. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES MANAGED R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
429K+ 1856.63% |
$12.6M - $13.7M
|
452K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
132K+ 14.09% |
$3.88M - $4.21M
|
1.07M
$35M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 12.95% |
$3.6M - $3.9M
|
1.07M
$34.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
105K+ 55.85% |
$3.1M - $3.36M
|
293K
$9.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.1KNew |
$1.27M - $1.38M
|
43.1K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
13.9KNew |
$408K - $443K
|
13.9K
$454K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$315K - $342K
|
10.7K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.5K+ 5.64% |
$280K - $304K
|
178K
$5.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
8.41KNew |
$248K - $269K
|
8.41K
$275K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.72K+ 85.62% |
$198K - $215K
|
14.6K
$477K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.16K+ 9.45% |
$122K - $133K
|
48.1K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.97KNew |
$87.5K - $94.8K
|
2.97K
$97.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$2.03K - $2.2K
|
69
$2.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-215- 1.6% |
$6.33K - $6.87K
|
13.2K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-645- 3.08% |
$19K - $20.6K
|
20.3K
$666K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.34K- 32.83% |
$128K - $139K
|
8.89K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.64K- 14.3% |
$196K - $212K
|
39.8K
$1.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-113K- 17.97% |
$3.34M - $3.62M
|
517K
$16.9M
|