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 700,341 shares, which have been reported (via 13F filing form) to have a value of $46.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
115,772
shares
|
$7.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
109,240
shares
|
$7.27 Million
0.01% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
70,709
shares
|
$4.7 Million
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,923
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
37,145
shares
|
$2.47 Million
0.59% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
36,618
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,254
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
23,224
shares
|
$1.55 Million
0.15% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
19,101
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,699
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 31.47%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
16,016
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,300
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
11,993
shares
|
$798,014
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,500
shares
|
$698,670
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
|
$695,010
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
9,232
shares
|
$614,297
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,020
shares
|
$600,190
0.0% of portfolio
|
Q4 2024
Added 90.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,754
shares
|
$582,491
0.01% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
8,086
shares
|
$538,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
7,807
shares
|
$519,477
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
6,895
shares
|
$458,793
0.2% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,538
shares
|
$435,038
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
6,342
shares
|
$421,996
0.0% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,175
shares
|
$410,884
0.0% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,025
shares
|
$400,903
0.0% of portfolio
|
Q4 2024
Added 33.27%
|