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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7- 0.18% |
$473 - $496
|
3.83K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 14.12% |
$1.32M - $1.38M
|
119K
$8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
557+ 8.14% |
$37.6K - $39.5K
|
7.4K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.7K- 35.5% |
$115K - $121K
|
3.09K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 75.8% |
$1.83M - $1.92M
|
62.7K
$4.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 9.14% |
$9.67K - $10.1K
|
1.71K
$115K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.8K+ 2262.31% |
$1.88M - $1.97M
|
29.1K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$67.6 - $70.8
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.13KNew |
$144K - $151K
|
2.13K
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.77K+ 15.4% |
$187K - $196K
|
20.8K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.45K+ 7.53% |
$436K - $457K
|
92.1K
$6.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.55KNew |
$442K - $464K
|
6.55K
$441K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1- 0.2% |
$67.6 - $70.8
|
499
$33.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
278+ 8.93% |
$18.8K - $19.7K
|
3.39K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 1.72% |
$121K - $127K
|
106K
$7.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.5K- 88.64% |
$2.27M - $2.37M
|
4.3K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 4.04% |
$231K - $242K
|
87.9K
$5.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.86K+ 45.98% |
$126K - $132K
|
5.91K
$397K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.5KNew |
$236K - $248K
|
3.5K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-195- 1.73% |
$13.2K - $13.8K
|
11.1K
$744K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10- 0.14% |
$676 - $708
|
7.17K
$483K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.42K- 6.58% |
$96.2K - $101K
|
20.2K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.02K+ 7.3% |
$204K - $214K
|
44.5K
$2.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-47- 12.63% |
$3.18K - $3.33K
|
325
$21.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.07K+ 2.51% |
$207K - $217K
|
125K
$8.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
641+ 6.13% |
$43.3K - $45.4K
|
11.1K
$747K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$777K - $814K
|
11.5K
$774K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-451- 7.66% |
$30.5K - $31.9K
|
5.43K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20- 3.64% |
$1.35K - $1.42K
|
530
$35.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
402+ 9.49% |
$27.2K - $28.5K
|
4.64K
$312K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.98KNew |
$202K - $211K
|
2.98K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.42K+ 18.01% |
$96.2K - $101K
|
9.33K
$628K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
249+ 7.65% |
$16.8K - $17.6K
|
3.5K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-161- 3.31% |
$10.9K - $11.4K
|
4.7K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-28- 0.42% |
$1.89K - $1.98K
|
6.7K
$451K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 2.93% |
$16.9K - $17.7K
|
8.78K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 1.92% |
$13.5K - $14.2K
|
10.2K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.26K+ 15.61% |
$153K - $160K
|
16.7K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-404- 3.04% |
$27.3K - $28.6K
|
12.9K
$868K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.75K- 10.44% |
$456K - $478K
|
57.9K
$3.9M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 19.61% |
$165K - $173K
|
14.9K
$1M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.38K- 28.76% |
$228K - $239K
|
8.37K
$563K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-57- 44.53% |
$3.38K - $3.99K
|
71
$4.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$221K - $260K
|
3.72K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.3% |
$59.4 - $70
|
330
$22.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
275New |
$16.3K - $19.3K
|
275
$18.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
47New |
$2.79K - $3.29K
|
47
$3.16K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-617- 13.24% |
$36.6K - $43.2K
|
4.04K
$272K
|
|