Latest Institutional Transactions on Advisorshares Tr Advisorshares (CWS)
This table provides information on the latest institutional transactions involving Advisorshares Tr Advisorshares (CWS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.1K+ 6.42% |
$303K - $357K
|
84.5K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
832+ 13.84% |
$49.4K - $58.2K
|
6.84K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.31K+ 3.66% |
$256K - $302K
|
122K
$8.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58+ 1.54% |
$3.44K - $4.06K
|
3.83K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$221K - $260K
|
3.72K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57- 44.53% |
$3.38K - $3.99K
|
71
$4.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.23KNew |
$73.1K - $86.2K
|
1.23K
$85K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.4K+ 52.2% |
$1.74M - $2.06M
|
85.7K
$5.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.8KNew |
$285K - $336K
|
4.8K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-975- 66.1% |
$57.9K - $68.3K
|
500
$34.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
100+ 1.28% |
$5.94K - $7K
|
7.91K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 13.3% |
$1.14M - $1.34M
|
163K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.11KNew |
$185K - $218K
|
3.11K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
824+ 7.91% |
$48.9K - $57.7K
|
11.2K
$776K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 17.26% |
$907K - $1.07M
|
104K
$7.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
619+ 17.1% |
$36.8K - $43.3K
|
4.24K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.05KNew |
$240K - $283K
|
4.05K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.13K+ 9.6% |
$186K - $219K
|
35.7K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.3% |
$59.4 - $70
|
330
$22.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-219- 3.59% |
$13K - $15.3K
|
5.88K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 52.33% |
$99.1K - $117K
|
4.86K
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275New |
$16.3K - $19.3K
|
275
$19K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
172+ 86.0% |
$10.2K - $12K
|
372
$25.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-172- 0.79% |
$10.2K - $12K
|
21.6K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15+ 0.46% |
$891 - $1.05K
|
3.25K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-217- 2.03% |
$12.9K - $15.2K
|
10.5K
$722K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
1.99K+ 5.05% |
$118K - $139K
|
41.4K
$2.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
41.9K+ 184.45% |
$2.49M - $2.94M
|
64.7K
$4.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.8KNew |
$2.25M - $2.65M
|
37.8K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
311+ 3.79% |
$18.5K - $21.8K
|
8.53K
$588K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.45K- 16.8% |
$86.1K - $102K
|
7.18K
$495K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47New |
$2.79K - $3.29K
|
47
$3.24K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.25K- 26.62% |
$311K - $367K
|
14.5K
$998K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.19K- 6.22% |
$70.8K - $83.5K
|
18K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
63+ 0.48% |
$3.74K - $4.41K
|
13.3K
$918K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-617- 13.24% |
$36.6K - $43.2K
|
4.04K
$279K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
660+ 72.93% |
$39.2K - $46.2K
|
1.57K
$108K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.81K- 19.29% |
$167K - $197K
|
11.8K
$811K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.45K+ 38.35% |
$205K - $241K
|
12.4K
$858K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 25.0% |
$6.31K - $6.88K
|
500
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$700K - $763K
|
11.1K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.65KNew |
$104K - $114K
|
1.65K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-164- 2.38% |
$10.3K - $11.3K
|
6.73K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$63.1 - $68.8
|
1
$69
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.84K+ 95.69% |
$116K - $127K
|
3.77K
$260K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$289K - $315K
|
4.58K
$316K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 202.5% |
$128K - $139K
|
3.03K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-100- 0.95% |
$6.31K - $6.88K
|
10.4K
$718K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-550- 50.0% |
$34.7K - $37.8K
|
550
$38K
|
|