Purchases and Sales Made in Q4 2022 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.8KNew |
$477K - $544K
|
10.8K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.92KNew |
$260K - $297K
|
5.92K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.99K+ 9.33% |
$219K - $250K
|
58.5K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.55KNew |
$200K - $228K
|
4.55K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 14.09% |
$75.2K - $85.8K
|
13.9K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.55K+ 30.15% |
$68K - $77.7K
|
6.69K
$436K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
233+ 18.43% |
$10.2K - $11.7K
|
1.5K
$97.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
107New |
$4.7K - $5.36K
|
107
$6.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89+ 5.5% |
$3.91K - $4.46K
|
1.71K
$111K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
88+ 3.01% |
$3.87K - $4.41K
|
3.01K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 1.13% |
$2.24K - $2.56K
|
4.55K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27+ 0.44% |
$1.19K - $1.35K
|
6.1K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20New |
$879 - $1K
|
20
$1.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$43.9 - $50.1
|
1
$65.2
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106- 1.65% |
$4.66K - $5.31K
|
6.33K
$413K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-735- 3.74% |
$32.3K - $36.8K
|
18.9K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.02K- 9.02% |
$44.7K - $51K
|
10.3K
$670K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.92K- 13.42% |
$84.5K - $96.5K
|
12.4K
$810K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.05K- 14.47% |
$90.2K - $103K
|
12.1K
$791K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.19K- 77.9% |
$96.3K - $110K
|
622
$40.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.22K- 22.24% |
$142K - $162K
|
11.3K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.17K- 42.29% |
$183K - $209K
|
5.69K
$371K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.82KClosed |
$344K - $392K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.78K- 49.95% |
$386K - $440K
|
8.79K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.5K- 9.22% |
$461K - $526K
|
103K
$6.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13.1K- 40.15% |
$577K - $659K
|
19.6K
$1.28M
|