Purchases and Sales Made in Q4 2024 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
22.5K+ 25.95% |
$1.46M - $1.61M
|
109K
$7.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16KNew |
$1.04M - $1.15M
|
16K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.23KNew |
$598K - $661K
|
9.23K
$594K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.09KNew |
$524K - $579K
|
8.09K
$520K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.81KNew |
$506K - $559K
|
7.81K
$502K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.36K+ 18.15% |
$477K - $527K
|
47.9K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.58KNew |
$297K - $328K
|
4.58K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.48K+ 31.47% |
$290K - $320K
|
18.7K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.29K+ 90.78% |
$278K - $307K
|
9.02K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 6.2% |
$267K - $295K
|
70.7K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96KNew |
$256K - $283K
|
3.96K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.92KNew |
$125K - $138K
|
1.92K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.61K+ 52.02% |
$104K - $115K
|
4.71K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.5K+ 33.27% |
$97.4K - $108K
|
6.03K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 4.95% |
$97K - $107K
|
31.8K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 33.15% |
$95.7K - $106K
|
5.94K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.41K+ 3.95% |
$91.5K - $101K
|
37.1K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.02K+ 19.21% |
$66.2K - $73.1K
|
6.34K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
609+ 7.48% |
$39.4K - $43.6K
|
8.75K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
463+ 14.06% |
$30K - $33.1K
|
3.76K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
330New |
$21.4K - $23.6K
|
330
$21.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
210+ 0.91% |
$13.6K - $15K
|
23.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 100.0% |
$13K - $14.3K
|
400
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 1.48% |
$3.56K - $3.94K
|
3.78K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.18% |
$2.2K - $2.43K
|
19.1K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.82% |
$1.68K - $1.86K
|
3.18K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11+ 0.17% |
$712 - $787
|
6.54K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 3.64% |
$259 - $286
|
114
$7.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$64.8 - $71.6
|
2
$129
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1- 0.07% |
$64.8 - $71.6
|
1.48K
$95K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-12- 0.17% |
$777 - $859
|
6.9K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23- 0.06% |
$1.49K - $1.65K
|
36.6K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80Closed |
$5.18K - $5.72K
|
0
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-107- 1.02% |
$6.93K - $7.66K
|
10.3K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-335- 7.35% |
$21.7K - $24K
|
4.22K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-595- 8.79% |
$38.5K - $42.6K
|
6.18K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 22.35% |
$81.3K - $89.8K
|
4.36K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.06K- 2.58% |
$198K - $219K
|
116K
$7.45M
|