Latest Institutional Purchases of Advisorshares Tr Advisorshares (CWS)
This list provides information on the latest institutional transactions involving Advisorshares Tr Advisorshares (CWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.56KNew |
$281K - $313K
|
4.56K
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29KNew |
$203K - $226K
|
3.29K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.16KNew |
$195K - $217K
|
3.16K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
685New |
$42.2K - $47.1K
|
685
$46.4K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
459+ 11.48% |
$28.3K - $31.5K
|
4.46K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
200New |
$12.3K - $13.7K
|
200
$13.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
189+ 1.84% |
$11.7K - $13K
|
10.4K
$707K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.1KNew |
$2.16M - $2.31M
|
36.1K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.4K+ 97.81% |
$1.87M - $2.01M
|
63.4K
$4.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.8K+ 33.65% |
$1.72M - $1.84M
|
114K
$7.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.8K+ 42.2% |
$1.42M - $1.52M
|
80.1K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.5KNew |
$806K - $863K
|
13.5K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.47KNew |
$446K - $478K
|
7.47K
$506K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.32KNew |
$318K - $340K
|
5.32K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.11KNew |
$305K - $327K
|
5.11K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.69KNew |
$220K - $236K
|
3.69K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44KNew |
$205K - $220K
|
3.44K
$233K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.84K+ 11.45% |
$170K - $182K
|
27.6K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.52K+ 6.93% |
$90.7K - $97.2K
|
23.4K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
699+ 5.71% |
$41.8K - $44.7K
|
12.9K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
147+ 0.78% |
$8.78K - $9.41K
|
19.1K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67New |
$4K - $4.29K
|
67
$4.54K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
21New |
$1.25K - $1.34K
|
21
$1.42K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$882K - $969K
|
15.2K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12KNew |
$695K - $764K
|
12K
$812K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.77KNew |
$392K - $431K
|
6.77K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.48KNew |
$85.6K - $94.1K
|
1.48K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 38.41% |
$78.1K - $85.8K
|
4.85K
$329K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$3.36K - $3.69K
|
58
$3.93K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3New |
$174 - $191
|
3
$203
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
411New |
$19.9K - $24.5K
|
411
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$48.5 - $59.5
|
1
$67.7
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
27.9KNew |
$1.37M - $1.5M
|
27.9K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.98KNew |
$489K - $539K
|
9.98K
$676K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5KNew |
$880K - $971K
|
18.5K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
4KNew |
$191K - $211K
|
4K
$271K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200New |
$9.54K - $10.5K
|
200
$13.5K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
30New |
$1.43K - $1.58K
|
30
$2.03K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$143 - $158
|
3
$203
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$370 - $446
|
9
$610
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.14KNew |
$286K - $345K
|
7.14K
$484K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5New |
$210 - $225
|
5
$339
|
|