Latest Institutional Purchases of Advisorshares Tr Advisorshares (CWS)
This list provides information on the latest institutional transactions involving Advisorshares Tr Advisorshares (CWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 293.3% |
$6.78M - $7.38M
|
144K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
17.8KNew |
$1.12M - $1.22M
|
17.8K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
13.5K+ 146.33% |
$852K - $929K
|
22.7K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
13.2KNew |
$835K - $910K
|
13.2K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$700K - $763K
|
11.1K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.71K+ 12.32% |
$550K - $599K
|
79.4K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.57K+ 7.84% |
$541K - $589K
|
118K
$7.61M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.35K+ 17.43% |
$527K - $574K
|
56.3K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$289K - $315K
|
4.58K
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.69K+ 23.03% |
$233K - $254K
|
19.7K
$1.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.62KNew |
$228K - $249K
|
3.62K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 51.36% |
$192K - $210K
|
8.99K
$580K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.46K+ 39.76% |
$155K - $169K
|
8.63K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2.3K+ 6.18% |
$145K - $158K
|
39.4K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 202.5% |
$128K - $139K
|
3.03K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.84K+ 95.69% |
$116K - $127K
|
3.77K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.66K+ 18.37% |
$105K - $114K
|
10.7K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.65KNew |
$104K - $114K
|
1.65K
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
905New |
$57.1K - $62.2K
|
905
$58.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
795+ 2.5% |
$50.2K - $54.7K
|
32.5K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
491+ 2.63% |
$31K - $33.8K
|
19.2K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
128+ 1.58% |
$8.08K - $8.8K
|
8.21K
$530K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 25.0% |
$6.31K - $6.88K
|
500
$32.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83+ 0.8% |
$5.24K - $5.71K
|
10.4K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
56+ 1.76% |
$3.53K - $3.85K
|
3.24K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
50New |
$3.16K - $3.44K
|
50
$3.23K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14+ 12.28% |
$883 - $963
|
128
$8.26K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.81KNew |
$506K - $559K
|
7.81K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.58KNew |
$297K - $328K
|
4.58K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96KNew |
$256K - $283K
|
3.96K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.02K+ 19.21% |
$66.2K - $73.1K
|
6.34K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
609+ 7.48% |
$39.4K - $43.6K
|
8.75K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 1.48% |
$3.56K - $3.94K
|
3.78K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.18% |
$2.2K - $2.43K
|
19.1K
$1.23M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$342K - $381K
|
5.55K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
200New |
$12.3K - $13.7K
|
200
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5New |
$308 - $344
|
5
$323
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.32KNew |
$318K - $340K
|
5.32K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.11KNew |
$305K - $327K
|
5.11K
$330K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67New |
$4K - $4.29K
|
67
$4.33K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
21New |
$1.25K - $1.34K
|
21
$1.36K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$882K - $969K
|
15.2K
$982K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12KNew |
$695K - $764K
|
12K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 38.41% |
$78.1K - $85.8K
|
4.85K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$3.36K - $3.69K
|
58
$3.75K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
411New |
$19.9K - $24.5K
|
411
$26.5K
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
27.9KNew |
$1.37M - $1.5M
|
27.9K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.98KNew |
$489K - $539K
|
9.98K
$645K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5KNew |
$880K - $971K
|
18.5K
$1.19M
|
|