Purchases and Sales Made in Q2 2025 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
41.9K+ 184.45% |
$2.49M - $2.94M
|
64.7K
$4.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.8KNew |
$2.25M - $2.65M
|
37.8K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.4K+ 52.2% |
$1.74M - $2.06M
|
85.7K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 13.3% |
$1.14M - $1.34M
|
163K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 17.26% |
$907K - $1.07M
|
104K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.1K+ 6.42% |
$303K - $357K
|
84.5K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.8KNew |
$285K - $336K
|
4.8K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.31K+ 3.66% |
$256K - $302K
|
122K
$8.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.05KNew |
$240K - $283K
|
4.05K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$221K - $260K
|
3.72K
$253K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 38.35% |
$205K - $241K
|
12.4K
$845K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.13K+ 9.6% |
$186K - $219K
|
35.7K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.11KNew |
$185K - $218K
|
3.11K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.99K+ 5.05% |
$118K - $139K
|
41.4K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 52.33% |
$99.1K - $117K
|
4.86K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.23KNew |
$73.1K - $86.2K
|
1.23K
$83.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
832+ 13.84% |
$49.4K - $58.2K
|
6.84K
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
824+ 7.91% |
$48.9K - $57.7K
|
11.2K
$765K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
660+ 72.93% |
$39.2K - $46.2K
|
1.57K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
619+ 17.1% |
$36.8K - $43.3K
|
4.24K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
311+ 3.79% |
$18.5K - $21.8K
|
8.53K
$580K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275New |
$16.3K - $19.3K
|
275
$18.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
172+ 86.0% |
$10.2K - $12K
|
372
$25.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
100+ 1.28% |
$5.94K - $7K
|
7.91K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
63+ 0.48% |
$3.74K - $4.41K
|
13.3K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58+ 1.54% |
$3.44K - $4.06K
|
3.83K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47New |
$2.79K - $3.29K
|
47
$3.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15+ 0.46% |
$891 - $1.05K
|
3.25K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.3% |
$59.4 - $70
|
330
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57- 44.53% |
$3.38K - $3.99K
|
71
$4.83K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-172- 0.79% |
$10.2K - $12K
|
21.6K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-217- 2.03% |
$12.9K - $15.2K
|
10.5K
$711K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-219- 3.59% |
$13K - $15.3K
|
5.88K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-617- 13.24% |
$36.6K - $43.2K
|
4.04K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-975- 66.1% |
$57.9K - $68.3K
|
500
$34K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.19K- 6.22% |
$70.8K - $83.5K
|
18K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.45K- 16.8% |
$86.1K - $102K
|
7.18K
$488K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.81K- 19.29% |
$167K - $197K
|
11.8K
$799K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.25K- 26.62% |
$311K - $367K
|
14.5K
$983K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 15.14% |
$1.47M - $1.73M
|
138K
$9.41M
|