Latest Institutional Purchases of Advisorshares Dorsey Wright Ad (AADR)
This list provides information on the latest institutional transactions involving Advisorshares Dorsey Wright Ad (AADR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
979+ 21.7% |
$55.4K - $63.2K
|
5.49K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
58New |
$3.28K - $3.75K
|
58
$4.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31New |
$1.75K - $2K
|
31
$2.15K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3KNew |
$2.39M - $2.64M
|
40.3K
$2.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.61KNew |
$214K - $236K
|
3.61K
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52K+ 34.68% |
$150K - $165K
|
9.78K
$678K
|
|
| Q3 2023 | |||||||
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$505K - $559K
|
10.5K
$729K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$24K - $26.6K
|
500
$34.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.4% |
$48 - $53.1
|
251
$17.4K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.4KNew |
$110K - $121K
|
2.4K
$166K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.53KNew |
$70.3K - $77.2K
|
1.53K
$106K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$1.98K - $2.22K
|
44
$3.05K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.55KNew |
$200K - $228K
|
4.55K
$315K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
233+ 18.43% |
$10.2K - $11.7K
|
1.5K
$104K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
107New |
$4.7K - $5.36K
|
107
$7.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 1.13% |
$2.24K - $2.56K
|
4.55K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$879 - $1K
|
20
$1.39K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
483New |
$21.2K - $25.5K
|
483
$33.5K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 2.5% |
$47.8 - $60.4
|
41
$2.84K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$899K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.51K+ 1858.52% |
N/A
|
2.64K
$183K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$69.3
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.41KNew |
N/A
|
7.41K
$513K
|
|