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 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
483New |
$21.2K - $25.5K
|
483
$39.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-539- 50.42% |
$23.6K - $28.4K
|
530
$43K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.56K- 40.39% |
$156K - $187K
|
5.25K
$426K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.9KClosed |
$568K - $717K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.17KClosed |
$199K - $252K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 2.5% |
$47.8 - $60.4
|
41
$3.33K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.88KClosed |
$524K - $640K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.42KClosed |
$182K - $222K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-10.8KClosed |
$573K - $699K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2KClosed |
$123K - $133K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-387Closed |
$24.3K - $26.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-399Closed |
$25K - $27.7K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-14.3KClosed |
$889K - $976K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.6KClosed |
$3.15M - $3.53M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 20, 2021
Q4 2020
|
Concentrum Wealth Management
|
SELL
|
- |
-3.64KClosed |
$194K - $224K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Davenport & CO LLC
|
SELL
|
- |
-15.5KClosed |
$829K - $955K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.77KClosed |
$94.4K - $104K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.21KClosed |
$203K - $280K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-72Closed |
$2.48K - $4.14K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.93KClosed |
$135K - $226K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.81KClosed |
$131K - $219K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31.6KClosed |
$1.09M - $1.82M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
First Financial Corp
|
SELL
|
- |
-2KClosed |
$68.8K - $115K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.6KClosed |
$1.75M - $2.05M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-165Closed |
$7.71K - $8.99K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$46.7 - $54.5
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.62KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 07, 2019
Q1 2019
|
Csenge Advisory Group
|
SELL
|
- |
-7.9KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-666Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.99KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.62KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-264Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-720Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$1.05M
|
|
|
Nov 13, 2018
Q3 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.36KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-298Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.27KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Lincoln National Corp
|
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Highland Private Wealth Management
|
SELL
|
- |
-6.78KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-26.6KClosed |
N/A
|
0
$0
|
|