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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.42KNew |
$276K - $355K
|
4.42K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.4K- 91.24% |
$1.21M - $1.56M
|
1.87K
$151K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.23KNew |
$77.1K - $99.1K
|
1.23K
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 120.15% |
$626K - $804K
|
18.4K
$1.49M
|
|
|
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
$189K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.63K- 21.31% |
$102K - $131K
|
6.02K
$489K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
978+ 14.46% |
$61.1K - $78.5K
|
7.74K
$629K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
45New |
$2.81K - $3.61K
|
45
$3.65K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-779- 6.69% |
$48.7K - $62.5K
|
10.9K
$882K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
215New |
$13.4K - $17.3K
|
215
$17.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-697- 6.05% |
$43.5K - $56K
|
10.8K
$879K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-602- 13.97% |
$37.6K - $48.3K
|
3.71K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783New |
$48.9K - $62.9K
|
783
$63.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
378New |
$26.2K - $29.8K
|
378
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 998.56% |
$3.75M - $4.25M
|
59.4K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26New |
$1.8K - $2.05K
|
26
$2.11K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.84KNew |
$475K - $539K
|
6.84K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294New |
$20.4K - $23.1K
|
294
$23.9K
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.4KNew |
$375K - $425K
|
5.4K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-744- 19.42% |
$51.6K - $58.6K
|
3.09K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.34KNew |
$302K - $342K
|
4.34K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.45K+ 17.46% |
$170K - $193K
|
16.5K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
383+ 130.27% |
$26.6K - $30.1K
|
677
$55K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.77KNew |
$192K - $218K
|
2.77K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.49KNew |
$242K - $274K
|
3.49K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.01K- 19.47% |
$70.4K - $79.8K
|
4.2K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.43KNew |
$99K - $112K
|
1.43K
$116K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$190 - $216
|
3
$244
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 12.5% |
$56.6 - $64.6
|
7
$568
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31New |
$1.75K - $2K
|
31
$2.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-322- 2.55% |
$18.2K - $20.8K
|
12.3K
$999K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.61KNew |
$214K - $236K
|
3.61K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3KNew |
$2.39M - $2.64M
|
40.3K
$3.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52K+ 34.68% |
$150K - $165K
|
9.78K
$794K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-238- 2.98% |
$11.2K - $13.4K
|
7.76K
$630K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$24K - $26.6K
|
500
$40.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-210- 3.61% |
$10.1K - $11.2K
|
5.6K
$455K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.4% |
$48 - $53.1
|
251
$20.4K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$505K - $559K
|
10.5K
$855K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.25K- 60.73% |
$333K - $366K
|
4.69K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.53KNew |
$70.3K - $77.2K
|
1.53K
$124K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.4KNew |
$110K - $121K
|
2.4K
$195K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-188- 3.3% |
$8.48K - $9.48K
|
5.5K
$447K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$1.98K - $2.22K
|
44
$3.57K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.82KClosed |
$344K - $392K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
233+ 18.43% |
$10.2K - $11.7K
|
1.5K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.55KNew |
$200K - $228K
|
4.55K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$879 - $1K
|
20
$1.62K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
107New |
$4.7K - $5.36K
|
107
$8.69K
|
|