Institutional Ownership Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 105,267 shares, which have been reported (via 13F filing form) to have a value of $7.39 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
41,209
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,993
shares
|
$911,978
0.0% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,415
shares
|
$871,408
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,302
shares
|
$863,477
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,485
shares
|
$525,372
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,836
shares
|
$409,628
0.01% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$385,413
0.0% of portfolio
|
Q3 2024
Added 21.7%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,209
shares
|
$365,619
0.06% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$128,096
0.0% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
251
shares
|
$17,617
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135
shares
|
$9,475
0.0% of portfolio
|
Q4 2017
Added 1858.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
58
shares
|
$4,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
31
shares
|
$2,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20
shares
|
$1,403
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
7
shares
|
$491
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|