Purchases and Sales Made in Q3 2024 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
979+ 21.7% |
$55.4K - $63.2K
|
5.49K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
58New |
$3.28K - $3.75K
|
58
$3.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31New |
$1.75K - $2K
|
31
$2.02K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 12.5% |
$56.6 - $64.6
|
7
$457
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95- 4.95% |
$5.38K - $6.14K
|
1.83K
$119K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-210- 3.88% |
$11.9K - $13.6K
|
5.21K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-322- 2.55% |
$18.2K - $20.8K
|
12.3K
$803K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-424- 5.36% |
$24K - $27.4K
|
7.49K
$488K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-569- 8.88% |
$32.2K - $36.8K
|
5.84K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-920- 2.18% |
$52.1K - $59.4K
|
41.2K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.84K- 12.9% |
$104K - $119K
|
12.4K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 13.17% |
$112K - $127K
|
13K
$848K
|