Purchases and Sales Made in Q4 2023 in Advisorshares Tr Dorsey Wright (DWSH)
This table provides information about the institutional ownership of Advisorshares Tr Dorsey Wright (DWSH) during Q4 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 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10KNew |
$69.6K - $101K
|
10K
$75.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.58K+ 3.05% |
$38.8K - $56.2K
|
189K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.26KNew |
$29.7K - $43K
|
4.26K
$32K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$6.96 - $10.1
|
1
$7.51
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$6.96 - $10.1
|
1
$7.51
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$6.96 - $10.1
|
1
$7.51
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-486- 80.73% |
$3.38K - $4.9K
|
116
$871
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.54K- 99.29% |
$10.7K - $15.5K
|
11
$82.6
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.77K- 33.79% |
$68K - $98.4K
|
19.1K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26K- 56.47% |
$181K - $262K
|
20K
$150K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-30.3K- 36.54% |
$211K - $305K
|
52.6K
$395K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-95.9K- 42.92% |
$667K - $967K
|
128K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-192K- 83.2% |
$1.34M - $1.94M
|
38.9K
$292K
|