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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 75.8% |
$1.83M - $1.92M
|
62.7K
$4.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$777K - $814K
|
11.5K
$774K
|
|
|
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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.45K+ 7.53% |
$436K - $457K
|
92.1K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.5KNew |
$236K - $248K
|
3.5K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 4.04% |
$231K - $242K
|
87.9K
$5.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.07K+ 2.51% |
$207K - $217K
|
125K
$8.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.02K+ 7.3% |
$204K - $214K
|
44.5K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.98KNew |
$202K - $211K
|
2.98K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.77K+ 15.4% |
$187K - $196K
|
20.8K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 19.61% |
$165K - $173K
|
14.9K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.26K+ 15.61% |
$153K - $160K
|
16.7K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.13KNew |
$144K - $151K
|
2.13K
$143K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.86K+ 45.98% |
$126K - $132K
|
5.91K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 1.72% |
$121K - $127K
|
106K
$7.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.42K+ 18.01% |
$96.2K - $101K
|
9.33K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
641+ 6.13% |
$43.3K - $45.4K
|
11.1K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
557+ 8.14% |
$37.6K - $39.5K
|
7.4K
$498K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
402+ 9.49% |
$27.2K - $28.5K
|
4.64K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
278+ 8.93% |
$18.8K - $19.7K
|
3.39K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 2.93% |
$16.9K - $17.7K
|
8.78K
$591K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
249+ 7.65% |
$16.8K - $17.6K
|
3.5K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 9.14% |
$9.67K - $10.1K
|
1.71K
$115K
|
|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$221K - $260K
|
3.72K
$250K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.3% |
$59.4 - $70
|
330
$22.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$700K - $763K
|
11.1K
$747K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$289K - $315K
|
4.58K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 202.5% |
$128K - $139K
|
3.03K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.65KNew |
$104K - $114K
|
1.65K
$111K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 25.0% |
$6.31K - $6.88K
|
500
$33.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
50New |
$3.16K - $3.44K
|
50
$3.37K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.58KNew |
$297K - $328K
|
4.58K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96KNew |
$256K - $283K
|
3.96K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
609+ 7.48% |
$39.4K - $43.6K
|
8.75K
$589K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$342K - $381K
|
5.55K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5New |
$308 - $344
|
5
$337
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.32KNew |
$318K - $340K
|
5.32K
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.11KNew |
$305K - $327K
|
5.11K
$344K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67New |
$4K - $4.29K
|
67
$4.51K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
21New |
$1.25K - $1.34K
|
21
$1.41K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$882K - $969K
|
15.2K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12KNew |
$695K - $764K
|
12K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 38.41% |
$78.1K - $85.8K
|
4.85K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$3.36K - $3.69K
|
58
$3.9K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
411New |
$19.9K - $24.5K
|
411
$27.7K
|
|