Purchases and Sales Made in Q1 2024 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q1 2024. The information is specifically focused on institutions that hold shares of ADVISORSHARES TR ADVISORSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 85.0% |
$2.28M - $2.5M
|
85.5K
$6.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
38.9KNew |
$2.26M - $2.48M
|
38.9K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.1KNew |
$1.86M - $2.04M
|
32.1K
$2.27M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.8KNew |
$1.44M - $1.58M
|
24.8K
$1.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.9K+ 338.8% |
$980K - $1.08M
|
21.9K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 57.58% |
$972K - $1.07M
|
45.9K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$882K - $969K
|
15.2K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5KNew |
$724K - $796K
|
12.5K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.2KNew |
$710K - $780K
|
12.2K
$866K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12KNew |
$695K - $764K
|
12K
$849K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.2KNew |
$594K - $652K
|
10.2K
$725K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.38K+ 19.97% |
$544K - $597K
|
56.4K
$3.99M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.77KNew |
$392K - $431K
|
6.77K
$479K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.63KNew |
$210K - $231K
|
3.63K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.88K+ 17.95% |
$167K - $184K
|
18.9K
$1.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.59K+ 1177.78% |
$92.2K - $101K
|
1.73K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.48KNew |
$85.6K - $94.1K
|
1.48K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 38.41% |
$78.1K - $85.8K
|
4.85K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
979+ 11.13% |
$56.7K - $62.4K
|
9.78K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
865+ 100.58% |
$50.1K - $55.1K
|
1.73K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
600+ 4.48% |
$34.8K - $38.2K
|
14K
$991K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$3.36K - $3.69K
|
58
$4.1K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3New |
$174 - $191
|
3
$212
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.92% |
$58 - $63.7
|
51
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 1.92% |
$58 - $63.7
|
51
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 1.71% |
$6.72K - $7.39K
|
6.68K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-317- 3.34% |
$18.4K - $20.2K
|
9.18K
$650K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-537- 2.49% |
$31.1K - $34.2K
|
21.1K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.79K- 8.23% |
$104K - $114K
|
19.9K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 30.0% |
$123K - $135K
|
4.94K
$350K
|