Purchases and Sales Made in Q3 2025 in Advisorshares Dorsey Wright Ad (AADR)
This table provides information about the institutional ownership of Advisorshares Dorsey Wright Ad (AADR) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.3K+ 170.88% |
$1.57M - $1.76M
|
32.2K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 84.81% |
$953K - $1.07M
|
26.8K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.59K+ 23.09% |
$433K - $485K
|
29.8K
$2.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.51KNew |
$271K - $304K
|
3.51K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.34KNew |
$258K - $290K
|
3.34K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.7KNew |
$209K - $234K
|
2.7K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.33KNew |
$181K - $202K
|
2.33K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.33KNew |
$180K - $202K
|
2.33K
$195K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 170.24% |
$103K - $116K
|
2.12K
$178K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
260+ 6.89% |
$20.1K - $22.6K
|
4.03K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36+ 0.33% |
$2.78K - $3.12K
|
10.9K
$915K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6+ 0.06% |
$464 - $521
|
10.8K
$909K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20- 0.33% |
$1.55K - $1.74K
|
6K
$504K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26- 2.16% |
$2.01K - $2.26K
|
1.18K
$99K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-133- 3.59% |
$10.3K - $11.5K
|
3.57K
$300K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-288- 3.72% |
$22.3K - $25K
|
7.45K
$625K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-500- 11.92% |
$38.7K - $43.4K
|
3.7K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.43K- 24.11% |
$342K - $384K
|
13.9K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.7K- 37.23% |
$1.68M - $1.88M
|
36.6K
$3.07M
|
|