Institutional shares held 856,285
0 calls
0 puts
Total value of holdings $60.7M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in CWS

Top Purchases

Q2 2025
True Wealth Advisors, LLC Shares Held: 12.4K ($880K)
Q2 2025
Nbc Securities, Inc. Shares Held: 1.57K ($111K)
Q2 2025
Kingsman Wealth Management, Inc. Shares Held: 13.3K ($942K)
Q1 2025
Trademark Financial Management, LLC Shares Held: 22.7K ($1.61M)
Q1 2025
Two Sigma Investments, LP Shares Held: 11.1K ($786K)

Top Sells

Q2 2025
Nova Wealth Management, Inc. Shares Held: 11.8K ($832K)
Q2 2025
Catalytic Wealth Ria, LLC Shares Held: 18K ($1.27M)
Q2 2025
Compass Ion Advisors, LLC Shares Held: 4.04K ($286K)
Q1 2025
Lpl Financial LLC Shares Held: 88.5K ($6.27M)
Q1 2025
Kovack Advisors, Inc. Shares Held: 21.8K ($1.54M)

About CWS

Track Institutional and Insider Activities on CWS

Follow ADVISORSHARES TR ADVISORSHARES and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CWS shares.

Notify only if
Any

Insider Trading

Get notified when an Advisorshares Tr Advisorshares insider buys or sells CWS shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to ADVISORSHARES TR ADVISORSHARES

Track Activities on CWS