Purchases and Sales Made in Q1 2025 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q1 2025. The information is specifically focused on institutions that hold shares of ADVISORSHARES TR ADVISORSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 293.3% |
$6.78M - $7.38M
|
144K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
17.8KNew |
$1.12M - $1.22M
|
17.8K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
13.5K+ 146.33% |
$852K - $929K
|
22.7K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
13.2KNew |
$835K - $910K
|
13.2K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$700K - $763K
|
11.1K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.71K+ 12.32% |
$550K - $599K
|
79.4K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.57K+ 7.84% |
$541K - $589K
|
118K
$7.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.35K+ 17.43% |
$527K - $574K
|
56.3K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$289K - $315K
|
4.58K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.69K+ 23.03% |
$233K - $254K
|
19.7K
$1.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$228K - $249K
|
3.62K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 51.36% |
$192K - $210K
|
8.99K
$606K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.46K+ 39.76% |
$155K - $169K
|
8.63K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.3K+ 6.18% |
$145K - $158K
|
39.4K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 202.5% |
$128K - $139K
|
3.03K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.84K+ 95.69% |
$116K - $127K
|
3.77K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.66K+ 18.37% |
$105K - $114K
|
10.7K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.65KNew |
$104K - $114K
|
1.65K
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.1KNew |
$69.4K - $75.6K
|
1.1K
$74.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
905New |
$57.1K - $62.2K
|
905
$61.1K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
795+ 2.5% |
$50.2K - $54.7K
|
32.5K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
491+ 2.63% |
$31K - $33.8K
|
19.2K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
128+ 1.58% |
$8.08K - $8.8K
|
8.21K
$554K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 25.0% |
$6.31K - $6.88K
|
500
$33.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83+ 0.8% |
$5.24K - $5.71K
|
10.4K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
56+ 1.76% |
$3.53K - $3.85K
|
3.24K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
50New |
$3.16K - $3.44K
|
50
$3.37K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14+ 12.28% |
$883 - $963
|
128
$8.64K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 0.3% |
$63.1 - $68.8
|
329
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$63.1 - $68.8
|
1
$67.5
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1- 0.07% |
$63.1 - $68.8
|
1.48K
$99.5K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13- 0.22% |
$820 - $894
|
6.01K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-49- 1.04% |
$3.09K - $3.37K
|
4.66K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-100- 0.95% |
$6.31K - $6.88K
|
10.4K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-164- 2.38% |
$10.3K - $11.3K
|
6.73K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-435- 6.65% |
$27.4K - $29.9K
|
6.1K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-550- 50.0% |
$34.7K - $37.8K
|
550
$37.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-566- 15.07% |
$35.7K - $38.9K
|
3.19K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.42K- 6.12% |
$89.7K - $97.8K
|
21.8K
$1.47M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.2K- 18.04% |
$202K - $220K
|
14.6K
$982K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.3K- 23.55% |
$1.72M - $1.87M
|
88.5K
$5.97M
|