Purchases and Sales Made in Q2 2023 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
27.9KNew |
$1.37M - $1.5M
|
27.9K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 128.59% |
$669K - $736K
|
24.3K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.6KNew |
$571K - $628K
|
11.6K
$824K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 34.46% |
$534K - $588K
|
42.5K
$3.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.98KNew |
$489K - $539K
|
9.98K
$707K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.58KNew |
$273K - $301K
|
5.58K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
620+ 3.22% |
$30.4K - $33.4K
|
19.9K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
445+ 7.08% |
$21.8K - $24K
|
6.73K
$476K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8- 0.45% |
$392 - $432
|
1.76K
$125K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-302- 4.92% |
$14.8K - $16.3K
|
5.84K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-536- 3.55% |
$26.3K - $28.9K
|
14.6K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-917- 18.35% |
$44.9K - $49.5K
|
4.08K
$289K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.83K- 20.0% |
$139K - $153K
|
11.3K
$802K
|