Institutional Ownership Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 86,047 shares, which have been reported (via 13F filing form) to have a value of $6.52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,035
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,966
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,388
shares
|
$956,601
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$949,960
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,189
shares
|
$477,914
0.01% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,841
shares
|
$451,042
0.0% of portfolio
|
Q4 2024
Reduced 21.96%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,404
shares
|
$417,296
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,259
shares
|
$406,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
5,209
shares
|
$402,238
0.07% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,832
shares
|
$295,907
0.0% of portfolio
|
Q4 2024
Reduced 90.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,825
shares
|
$140,926
0.0% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
294
shares
|
$22,702
0.0% of portfolio
|
Q4 2024
Added 406.9%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
251
shares
|
$19,382
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135
shares
|
$10,424
0.0% of portfolio
|
Q4 2017
Added 1858.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,544
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7
shares
|
$540
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3
shares
|
$231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|