Purchases and Sales Made in Q3 2024 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.42K- 16.0% |
$43.3K - $46.9K
|
7.47K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 11.53% |
$56.1K - $60.7K
|
14.1K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.86K- 53.96% |
$239K - $259K
|
6.71K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.9K- 4.39% |
$392K - $425K
|
280K
$9.46M
|