Purchases and Sales Made in Q3 2025 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 19.61% |
$165K - $173K
|
14.9K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.26K+ 15.61% |
$153K - $160K
|
16.7K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 2.93% |
$16.9K - $17.7K
|
8.78K
$597K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
249+ 7.65% |
$16.8K - $17.6K
|
3.5K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-28- 0.42% |
$1.89K - $1.98K
|
6.7K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-161- 3.31% |
$10.9K - $11.4K
|
4.7K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 1.92% |
$13.5K - $14.2K
|
10.2K
$693K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-404- 3.04% |
$27.3K - $28.6K
|
12.9K
$877K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.38K- 28.76% |
$228K - $239K
|
8.37K
$569K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.75K- 10.44% |
$456K - $478K
|
57.9K
$3.94M
|