Purchases and Sales Made in Q1 2023 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q1 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES DORSEY WRIGHT AD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.16K+ 104.2% |
$413K - $462K
|
18K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.13K+ 34.03% |
$186K - $208K
|
16.3K
$1.06M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.96K+ 31.87% |
$178K - $199K
|
16.4K
$1.07M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.38K+ 57.14% |
$153K - $171K
|
9.31K
$607K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.89K+ 15.28% |
$130K - $146K
|
21.8K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 16.11% |
$48.6K - $54.3K
|
7.76K
$506K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
708+ 6.89% |
$31.9K - $35.7K
|
11K
$716K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
663+ 5.88% |
$29.9K - $33.4K
|
11.9K
$778K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
186+ 29.9% |
$8.39K - $9.38K
|
808
$52.7K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44New |
$1.98K - $2.22K
|
44
$2.87K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5- 0.29% |
$226 - $252
|
1.7K
$111K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-188- 3.3% |
$8.48K - $9.48K
|
5.5K
$359K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-519- 8.52% |
$23.4K - $26.2K
|
5.58K
$364K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-678- 10.72% |
$30.6K - $34.2K
|
5.65K
$368K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-884- 6.38% |
$39.9K - $44.6K
|
13K
$847K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1K- 33.18% |
$45.1K - $50.4K
|
2.01K
$131K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.01K- 30.69% |
$271K - $303K
|
13.6K
$886K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.87K- 16.88% |
$445K - $498K
|
48.6K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.6K- 90.45% |
$4.22M - $4.72M
|
9.88K
$645K
|