Latest Institutional Transactions on Advisorshares Tr Q Dynamic Gro (QPX)
This table provides information on the latest institutional transactions involving Advisorshares Tr Q Dynamic Gro (QPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
10.7K+ 7.06% |
$374K - $401K
|
163K
$5.97M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.59% |
$126 - $142
|
672
$24.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
32.8KNew |
$1.03M - $1.16M
|
32.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
32.8KNew |
$1.03M - $1.16M
|
32.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
49.7K+ 150.91% |
$1.56M - $1.77M
|
82.7K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.7K- 30.72% |
$900K - $1.02M
|
64.6K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.3K- 16.27% |
$605K - $685K
|
99.2K
$3.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 38.77% |
$389K - $440K
|
19.6K
$718K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-107- 0.19% |
$3.36K - $3.8K
|
56.7K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-92- 0.14% |
$2.89K - $3.27K
|
65.5K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-970- 93.27% |
$29.6K - $33K
|
70
$2.57K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$29.7K - $32.8K
|
1K
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-390- 0.28% |
$11.6K - $12.8K
|
138K
$5.05M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$187K - $215K
|
6.98K
$256K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-228- 69.3% |
$5.52K - $6.51K
|
101
$3.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.6K- 68.34% |
$426K - $502K
|
8.15K
$299K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 23.18% |
$118K - $143K
|
18.8K
$691K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
332New |
$6.89K - $8.36K
|
332
$12.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4KNew |
$81K - $92.3K
|
4K
$147K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$43.5K - $49.6K
|
2.15K
$78.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.56K- 88.52% |
$198K - $247K
|
1.24K
$45.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
89New |
$1.84K - $2.3K
|
89
$3.26K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
668New |
$14.3K - $18.8K
|
668
$24.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.5K- 13.22% |
$32K - $42.3K
|
9.85K
$361K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93.7KClosed |
$2M - $2.64M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.4KClosed |
$243K - $322K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-83.6KClosed |
$1.78M - $2.36M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.27KClosed |
$205K - $255K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
668New |
$16.6K - $20.6K
|
668
$24.5K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-70.2KClosed |
$1.74M - $2.16M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.4KClosed |
$730K - $906K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.69KClosed |
$102K - $115K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-456Closed |
$12.6K - $14.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11.5KNew |
$319K - $357K
|
11.5K
$422K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.08KClosed |
$57.7K - $64.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.18KClosed |
$79.8K - $89.5K
|
0
$0
|
|