Purchases and Sales Made in Q4 2024 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q4 2024. The information is specifically focused on institutions that hold shares of ADVISORSHARES DORSEY WRIGHT AD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14KNew |
$888K - $1.01M
|
14K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.26KNew |
$333K - $378K
|
5.26K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
353+ 6.05% |
$22.3K - $25.4K
|
6.19K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
236+ 406.9% |
$14.9K - $17K
|
294
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$190 - $216
|
3
$232
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-27- 0.22% |
$1.71K - $1.94K
|
12.4K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27- 0.21% |
$1.71K - $1.94K
|
13K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87- 1.58% |
$5.51K - $6.25K
|
5.4K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.64K- 21.96% |
$104K - $118K
|
5.84K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.4K- 90.7% |
$2.37M - $2.69M
|
3.83K
$296K
|