Latest Institutional Transactions on Advisorshares Dorsey Wright Ad (AADR)
This table provides information on the latest institutional transactions involving Advisorshares Dorsey Wright Ad (AADR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 84.81% |
$953K - $1.07M
|
26.8K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
260+ 6.89% |
$20.1K - $22.6K
|
4.03K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.7K- 37.23% |
$1.68M - $1.88M
|
36.6K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.59K+ 23.09% |
$433K - $485K
|
29.8K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.3K+ 170.88% |
$1.57M - $1.76M
|
32.2K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.33KNew |
$180K - $202K
|
2.33K
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26- 2.16% |
$2.01K - $2.26K
|
1.18K
$99K
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.7KNew |
$209K - $234K
|
2.7K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.43K- 24.11% |
$342K - $384K
|
13.9K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20- 0.33% |
$1.55K - $1.74K
|
6K
$504K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-288- 3.72% |
$22.3K - $25K
|
7.45K
$625K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36+ 0.33% |
$2.78K - $3.12K
|
10.9K
$915K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-500- 11.92% |
$38.7K - $43.4K
|
3.7K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6+ 0.06% |
$464 - $521
|
10.8K
$909K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.34KNew |
$258K - $290K
|
3.34K
$280K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-133- 3.59% |
$10.3K - $11.5K
|
3.57K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.51KNew |
$271K - $304K
|
3.51K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 170.24% |
$103K - $116K
|
2.12K
$178K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.33KNew |
$181K - $202K
|
2.33K
$196K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4+ 15.38% |
$250 - $321
|
30
$2.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.8KNew |
$175K - $224K
|
2.8K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-879- 12.85% |
$54.9K - $70.6K
|
5.96K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.42KNew |
$276K - $355K
|
4.42K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.23KNew |
$77.1K - $99.1K
|
1.23K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.33KNew |
$145K - $187K
|
2.33K
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
45New |
$2.81K - $3.61K
|
45
$3.78K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
215New |
$13.4K - $17.3K
|
215
$18K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
378New |
$26.2K - $29.8K
|
378
$31.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294New |
$20.4K - $23.1K
|
294
$24.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
383+ 130.27% |
$26.6K - $30.1K
|
677
$56.8K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.77KNew |
$192K - $218K
|
2.77K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.49KNew |
$242K - $274K
|
3.49K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.43KNew |
$99K - $112K
|
1.43K
$120K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$190 - $216
|
3
$252
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 12.5% |
$56.6 - $64.6
|
7
$588
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31New |
$1.75K - $2K
|
31
$2.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-322- 2.55% |
$18.2K - $20.8K
|
12.3K
$1.03M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3KNew |
$2.39M - $2.64M
|
40.3K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52K+ 34.68% |
$150K - $165K
|
9.78K
$821K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-238- 2.98% |
$11.2K - $13.4K
|
7.76K
$651K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$24K - $26.6K
|
500
$42K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.4% |
$48 - $53.1
|
251
$21.1K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$505K - $559K
|
10.5K
$883K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.25K- 60.73% |
$333K - $366K
|
4.69K
$393K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.53KNew |
$70.3K - $77.2K
|
1.53K
$128K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.4KNew |
$110K - $121K
|
2.4K
$202K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-188- 3.3% |
$8.48K - $9.48K
|
5.5K
$462K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$1.98K - $2.22K
|
44
$3.69K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.82KClosed |
$344K - $392K
|
0
$0
|
|