Purchases and Sales Made in Q2 2022 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.3K+ 52.65% |
$540K - $682K
|
32.7K
$2.14M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.42KNew |
$403K - $508K
|
8.42K
$549K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.1K+ 9.87% |
$52.6K - $66.4K
|
12.3K
$799K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
540+ 2.73% |
$25.8K - $32.6K
|
20.3K
$1.32M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
498+ 32.27% |
$23.8K - $30.1K
|
2.04K
$133K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
141+ 2.53% |
$6.74K - $8.51K
|
5.72K
$373K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
69+ 1.57% |
$3.3K - $4.17K
|
4.45K
$291K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69+ 1.57% |
$3.3K - $4.17K
|
4.45K
$291K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26+ 1.14% |
$1.24K - $1.57K
|
2.31K
$151K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 2.5% |
$47.8 - $60.4
|
41
$2.67K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17- 0.25% |
$813 - $1.03K
|
6.8K
$444K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-51- 4.55% |
$2.44K - $3.08K
|
1.07K
$69.7K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-387- 3.03% |
$18.5K - $23.4K
|
12.4K
$809K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-475- 5.12% |
$22.7K - $28.7K
|
8.8K
$574K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-478- 4.52% |
$22.9K - $28.9K
|
10.1K
$658K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.5KClosed |
$71.7K - $90.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.04K- 43.75% |
$97.4K - $123K
|
2.62K
$171K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.7K- 3.04% |
$177K - $223K
|
118K
$7.7M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.7K- 3.04% |
$177K - $223K
|
118K
$7.7M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.17KClosed |
$199K - $252K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.49K- 23.69% |
$215K - $271K
|
14.5K
$944K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.89K- 31.51% |
$329K - $416K
|
15K
$977K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.92KClosed |
$331K - $418K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.51K- 77.34% |
$407K - $514K
|
2.49K
$163K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.1K- 50.67% |
$532K - $672K
|
10.8K
$707K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.9KClosed |
$568K - $717K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.8K- 40.96% |
$2M - $2.53M
|
60.3K
$3.93M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.8K- 61.24% |
$2.81M - $3.55M
|
37.2K
$2.43M
|