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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783New |
$48.9K - $62.9K
|
783
$62K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
215New |
$13.4K - $17.3K
|
215
$17K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
54K+ 998.56% |
$3.75M - $4.25M
|
59.4K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.84KNew |
$475K - $539K
|
6.84K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.4KNew |
$375K - $425K
|
5.4K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.34KNew |
$302K - $342K
|
4.34K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.49KNew |
$242K - $274K
|
3.49K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.77KNew |
$192K - $218K
|
2.77K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.5K+ 42.73% |
$173K - $196K
|
8.34K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.45K+ 17.46% |
$170K - $193K
|
16.5K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.39K+ 45.52% |
$166K - $188K
|
7.65K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.43KNew |
$99K - $112K
|
1.43K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
573+ 9.26% |
$39.8K - $45.1K
|
6.76K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
383+ 130.27% |
$26.6K - $30.1K
|
677
$53.6K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
378New |
$26.2K - $29.8K
|
378
$29.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294New |
$20.4K - $23.1K
|
294
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26New |
$1.8K - $2.05K
|
26
$2.06K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$190 - $216
|
3
$238
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31New |
$1.75K - $2K
|
31
$2.45K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3KNew |
$2.39M - $2.64M
|
40.3K
$3.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.61KNew |
$214K - $236K
|
3.61K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52K+ 34.68% |
$150K - $165K
|
9.78K
$775K
|
|
| Q3 2023 | |||||||
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$505K - $559K
|
10.5K
$833K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
500New |
$24K - $26.6K
|
500
$39.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.4% |
$48 - $53.1
|
251
$19.9K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.4KNew |
$110K - $121K
|
2.4K
$190K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.53KNew |
$70.3K - $77.2K
|
1.53K
$121K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$1.98K - $2.22K
|
44
$3.48K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.55KNew |
$200K - $228K
|
4.55K
$360K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
233+ 18.43% |
$10.2K - $11.7K
|
1.5K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
107New |
$4.7K - $5.36K
|
107
$8.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 1.13% |
$2.24K - $2.56K
|
4.55K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$879 - $1K
|
20
$1.58K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
483New |
$21.2K - $25.5K
|
483
$38.2K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 2.5% |
$47.8 - $60.4
|
41
$3.25K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13KNew |
N/A
|
13K
$1.03M
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.51K+ 1858.52% |
N/A
|
2.64K
$209K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$79.2
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.41KNew |
N/A
|
7.41K
$587K
|
|