Purchases and Sales Made in Q3 2022 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.02KNew |
$264K - $317K
|
6.02K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.14KNew |
$225K - $271K
|
5.14K
$335K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.08K+ 17.0% |
$91.2K - $110K
|
14.3K
$935K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
483New |
$21.2K - $25.5K
|
483
$31.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
456+ 4.21% |
$20K - $24K
|
11.3K
$737K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
432+ 17.32% |
$18.9K - $22.8K
|
2.93K
$191K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
353+ 6.18% |
$15.5K - $18.6K
|
6.07K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197+ 7.52% |
$8.63K - $10.4K
|
2.82K
$184K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
135New |
$5.91K - $7.12K
|
135
$8.81K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46+ 1.03% |
$2.01K - $2.43K
|
4.5K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17+ 0.12% |
$745 - $897
|
14.5K
$945K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-228- 2.26% |
$9.99K - $12K
|
9.86K
$643K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-247- 1.99% |
$10.8K - $13K
|
12.1K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-370- 5.44% |
$16.2K - $19.5K
|
6.43K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-424- 20.77% |
$18.6K - $22.4K
|
1.62K
$105K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-539- 50.42% |
$23.6K - $28.4K
|
530
$34.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-665- 3.28% |
$29.1K - $35.1K
|
19.6K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-784- 5.24% |
$34.3K - $41.3K
|
14.2K
$925K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.05K- 45.35% |
$45.9K - $55.3K
|
1.26K
$82.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.56K- 40.39% |
$156K - $187K
|
5.25K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.07K- 3.45% |
$178K - $214K
|
114K
$7.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.79K- 11.25% |
$297K - $358K
|
53.5K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.6K- 52.77% |
$860K - $1.04M
|
17.6K
$1.15M
|