Purchases and Sales Made in Q2 2025 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q2 2025. The information is specifically focused on institutions that hold shares of ADVISORSHARES DORSEY WRIGHT AD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 1198.45% |
$1.4M - $1.79M
|
24.2K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9KNew |
$743K - $954K
|
11.9K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 120.15% |
$626K - $804K
|
18.4K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.42KNew |
$276K - $355K
|
4.42K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.8KNew |
$175K - $224K
|
2.8K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.33KNew |
$145K - $187K
|
2.33K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.23KNew |
$77.1K - $99.1K
|
1.23K
$105K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
978+ 14.46% |
$61.1K - $78.5K
|
7.74K
$658K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783New |
$48.9K - $62.9K
|
783
$66.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
215New |
$13.4K - $17.3K
|
215
$18.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
45New |
$2.81K - $3.61K
|
45
$3.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4+ 15.38% |
$250 - $321
|
30
$2.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-573- 13.19% |
$35.8K - $46K
|
3.77K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-602- 13.97% |
$37.6K - $48.3K
|
3.71K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-697- 6.05% |
$43.5K - $56K
|
10.8K
$921K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-779- 6.69% |
$48.7K - $62.5K
|
10.9K
$924K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-879- 12.85% |
$54.9K - $70.6K
|
5.96K
$507K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.02K- 1.71% |
$63.5K - $81.6K
|
58.3K
$4.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.63K- 21.31% |
$102K - $131K
|
6.02K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.88K- 60.95% |
$118K - $151K
|
1.21K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.97K- 11.92% |
$123K - $158K
|
14.5K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.4K- 91.24% |
$1.21M - $1.56M
|
1.87K
$159K
|