Institutional Ownership Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 996,203 shares, which have been reported (via 13F filing form) to have a value of $68.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
42
shares
|
$2,898
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
21
shares
|
$1,449
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5
shares
|
$345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|