Purchases and Sales Made in Q1 2025 in Advanced Drainage Systems, Inc. (WMS)
This table provides information about the institutional ownership of Advanced Drainage Systems, Inc. (WMS) during Q1 2025. The information is specifically focused on institutions that hold shares of ADVANCED DRAINAGE SYSTEMS, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52+ 247.62% |
$5.48K - $6.6K
|
73
$9.96K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 50.49% |
$5.48K - $6.6K
|
155
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
42+ 1.76% |
$4.42K - $5.33K
|
2.43K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
35New |
$3.69K - $4.44K
|
35
$4.77K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
35+ 6.42% |
$3.69K - $4.44K
|
580
$79.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$3.37K - $4.06K
|
32
$4.37K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$3.26K - $3.94K
|
31
$4.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
30New |
$3.16K - $3.81K
|
30
$4.09K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
26+ 27.96% |
$2.74K - $3.3K
|
119
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
25+ 15.43% |
$2.63K - $3.17K
|
187
$25.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
24+ 0.09% |
$2.53K - $3.05K
|
27.4K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
23+ 0.39% |
$2.42K - $2.92K
|
6K
$818K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
22+ 0.02% |
$2.32K - $2.79K
|
129K
$17.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21+ 84.0% |
$2.21K - $2.67K
|
46
$6.28K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
17+ 100.0% |
$1.79K - $2.16K
|
34
$4.64K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 50.0% |
$1.58K - $1.9K
|
45
$6.14K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14+ 0.2% |
$1.47K - $1.78K
|
7.1K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.08% |
$1.37K - $1.65K
|
15.7K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12+ 3.93% |
$1.26K - $1.52K
|
317
$43.2K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 137.5% |
$1.16K - $1.4K
|
19
$2.59K
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.43% |
$1.05K - $1.27K
|
2.32K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 27.03% |
$1.05K - $1.27K
|
47
$6.41K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$948 - $1.14K
|
9
$1.23K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$632 - $762
|
6
$819
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6+ 0.05% |
$632 - $762
|
11.5K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$526 - $635
|
5
$682
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5+ 0.04% |
$526 - $635
|
11.7K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 2.7% |
$421 - $508
|
152
$20.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$421 - $508
|
4
$546
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.15% |
$421 - $508
|
2.68K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 10.53% |
$421 - $508
|
42
$5.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$421 - $508
|
4
$546
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 150.0% |
$316 - $381
|
5
$682
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 150.0% |
$316 - $381
|
5
$682
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$316 - $381
|
3
$409
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 4.0% |
$316 - $381
|
78
$10.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$316 - $381
|
3
$409
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 100.0% |
$211 - $254
|
4
$546
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.25% |
$211 - $254
|
818
$112K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 7.69% |
$211 - $254
|
28
$3.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$211 - $254
|
2
$273
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 0.57% |
$105 - $127
|
175
$23.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1+ 0.05% |
$105 - $127
|
2.14K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$105 - $127
|
1
$136
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1+ 0.0% |
$105 - $127
|
25.5K
$3.47M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$105 - $127
|
1
$136
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 11.76% |
$211 - $254
|
15
$2.05K
|