Purchases and Sales Made in Q1 2023 in Toews Agility Shares Dynamic T (THY)
This table provides information about the institutional ownership of Toews Agility Shares Dynamic T (THY) during Q1 2023. The information is specifically focused on institutions that hold shares of TOEWS AGILITY SHARES DYNAMIC T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
75.1KNew |
$1.67M - $1.73M
|
75.1K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.49K+ 46.25% |
$166K - $173K
|
23.7K
$538K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.61K+ 2.03% |
$57.9K - $60.2K
|
131K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
565New |
$12.5K - $13K
|
565
$12.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 2.21% |
$355 - $369
|
740
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29- 1.58% |
$644 - $669
|
1.81K
$41.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-133- 0.64% |
$2.95K - $3.07K
|
20.8K
$472K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.35K- 4.42% |
$30.1K - $31.2K
|
29.3K
$666K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.41K- 10.45% |
$31.4K - $32.6K
|
12.1K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.28K- 0.47% |
$72.8K - $75.6K
|
689K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.3K- 37.12% |
$605K - $629K
|
46.2K
$1.05M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-66.6K- 8.81% |
$1.48M - $1.54M
|
689K
$15.7M
|