Purchases and Sales Made in Q4 2023 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30.7K+ 188.03% |
$1.49M - $1.83M
|
47K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.1KNew |
$779K - $956K
|
16.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.8KNew |
$427K - $524K
|
8.8K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.79KNew |
$232K - $285K
|
4.79K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.61K+ 14.12% |
$175K - $215K
|
29.1K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.51KNew |
$170K - $209K
|
3.51K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.91K+ 9.64% |
$92.8K - $114K
|
21.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66K+ 3.72% |
$80.6K - $98.8K
|
46.2K
$3.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.25K+ 6.17% |
$60.9K - $74.7K
|
21.6K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
636+ 14.61% |
$30.9K - $37.9K
|
4.99K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
411New |
$19.9K - $24.5K
|
411
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
305+ 4.7% |
$14.8K - $18.2K
|
6.79K
$481K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
261New |
$12.7K - $15.5K
|
261
$18.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77+ 1.1% |
$3.74K - $4.58K
|
7.06K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
21New |
$1.02K - $1.25K
|
21
$1.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11+ 26.83% |
$534 - $655
|
52
$3.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$48.5 - $59.5
|
1
$70.8
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.96% |
$48.5 - $59.5
|
52
$3.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 4.44% |
$1.94K - $2.38K
|
860
$60.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-165- 40.24% |
$8.01K - $9.82K
|
245
$17.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-750- 5.3% |
$36.4K - $44.6K
|
13.4K
$949K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.42K- 13.02% |
$69K - $84.7K
|
9.5K
$672K
|