Purchases and Sales Made in Q1 2023 in Advisorshares Tr Dorsey Wright (DWSH)
This table provides information about the institutional ownership of Advisorshares Tr Dorsey Wright (DWSH) during Q1 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES TR DORSEY WRIGHT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
127K+ 241.1% |
$965K - $1.26M
|
179K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106K+ 167.05% |
$807K - $1.05M
|
169K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.8K+ 79560.0% |
$303K - $395K
|
39.8K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
32.1KNew |
$245K - $318K
|
32.1K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 1150.0% |
$87.6K - $114K
|
12.5K
$93.9K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 32.41% |
$84.7K - $110K
|
45.4K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10KNew |
$76.5K - $99.6K
|
10K
$75.4K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
6.77KNew |
$51.6K - $67.1K
|
6.77K
$50.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.64K+ 10.69% |
$27.8K - $36.1K
|
37.7K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 62.5% |
$8.57K - $11.2K
|
2.93K
$22K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
674New |
$5.14K - $6.69K
|
674
$5.06K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-515- 0.55% |
$3.92K - $5.11K
|
92.7K
$696K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10K- 30.36% |
$76.5K - $99.6K
|
23K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.7K- 43.04% |
$234K - $304K
|
40.6K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.6K- 20.07% |
$310K - $403K
|
162K
$1.22M
|