Institutional Ownership Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 671,588 shares, which have been reported (via 13F filing form) to have a value of $45.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
118,833
shares
|
$7.98 Million
0.0% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
109,240
shares
|
$7.33 Million
0.01% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
66,582
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,560
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
37,145
shares
|
$2.49 Million
0.59% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,641
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,254
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
23,224
shares
|
$1.56 Million
0.15% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,067
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
16,016
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,300
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
14,223
shares
|
$954,789
0.17% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,993
shares
|
$805,090
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,500
shares
|
$704,865
0.0% of portfolio
|
Q2 2024
Reduced 25.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
10,445
shares
|
$701,172
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
9,232
shares
|
$619,744
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,145
shares
|
$546,773
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
8,086
shares
|
$542,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
6,907
shares
|
$463,666
0.22% of portfolio
|
Q3 2024
Reduced 23.96%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,527
shares
|
$438,157
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,175
shares
|
$414,527
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,936
shares
|
$398,483
0.15% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,614
shares
|
$376,867
0.03% of portfolio
|
Q3 2024
Added 63.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,550
shares
|
$372,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,320
shares
|
$357,131
0.01% of portfolio
|
Q3 2024
Reduced 60.55%
|