Institutional Ownership Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 90,475 shares, which have been reported (via 13F filing form) to have a value of $6.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,035
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$920,435
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,640
shares
|
$870,904
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,526
shares
|
$862,375
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,653
shares
|
$572,597
0.01% of portfolio
|
Q1 2025
Added 45.52%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,189
shares
|
$463,060
0.01% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,841
shares
|
$437,023
0.0% of portfolio
|
Q4 2024
Reduced 21.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,404
shares
|
$404,327
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
5,209
shares
|
$389,737
0.07% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,309
shares
|
$322,399
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,832
shares
|
$286,710
0.0% of portfolio
|
Q4 2024
Reduced 90.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,825
shares
|
$136,546
0.0% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
294
shares
|
$21,997
0.0% of portfolio
|
Q4 2024
Added 406.9%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
251
shares
|
$18,779
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135
shares
|
$10,100
0.0% of portfolio
|
Q4 2017
Added 1858.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,496
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7
shares
|
$523
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3
shares
|
$224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|