Purchases and Sales Made in Q4 2022 in Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
170K+ 1074.1% |
$4.33M - $4.61M
|
186K
$6.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.9KNew |
$685K - $729K
|
26.9K
$908K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.8KNew |
$453K - $482K
|
17.8K
$600K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
16.5KNew |
$420K - $447K
|
16.5K
$557K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 162.13% |
$286K - $304K
|
18.1K
$612K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
10.2K+ 128.74% |
$261K - $278K
|
18.2K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.67KNew |
$42.4K - $45.1K
|
1.67K
$56.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.61K+ 131.91% |
$41.1K - $43.7K
|
2.83K
$95.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.27K+ 15.38% |
$32.3K - $34.4K
|
9.52K
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 6.03% |
$26.1K - $27.8K
|
16K
$539K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.12K- 4.27% |
$79.5K - $84.5K
|
70K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-47.6K- 92.12% |
$1.21M - $1.29M
|
4.07K
$137K
|