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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
22.5K+ 25.95% |
$1.46M - $1.61M
|
109K
$7.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16KNew |
$1.04M - $1.15M
|
16K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.23KNew |
$598K - $661K
|
9.23K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.09KNew |
$524K - $579K
|
8.09K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.81KNew |
$506K - $559K
|
7.81K
$504K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.36K+ 18.15% |
$477K - $527K
|
47.9K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.58KNew |
$297K - $328K
|
4.58K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.48K+ 31.47% |
$290K - $320K
|
18.7K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.29K+ 90.78% |
$278K - $307K
|
9.02K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.13K+ 6.2% |
$267K - $295K
|
70.7K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.96KNew |
$256K - $283K
|
3.96K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.92KNew |
$125K - $138K
|
1.92K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.61K+ 52.02% |
$104K - $115K
|
4.71K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.5K+ 33.27% |
$97.4K - $108K
|
6.03K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 4.95% |
$97K - $107K
|
31.8K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 33.15% |
$95.7K - $106K
|
5.94K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.41K+ 3.95% |
$91.5K - $101K
|
37.1K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.02K+ 19.21% |
$66.2K - $73.1K
|
6.34K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
609+ 7.48% |
$39.4K - $43.6K
|
8.75K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
463+ 14.06% |
$30K - $33.1K
|
3.76K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
330New |
$21.4K - $23.6K
|
330
$21.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
210+ 0.91% |
$13.6K - $15K
|
23.2K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 100.0% |
$13K - $14.3K
|
400
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 1.48% |
$3.56K - $3.94K
|
3.78K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.18% |
$2.2K - $2.43K
|
19.1K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.82% |
$1.68K - $1.86K
|
3.18K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11+ 0.17% |
$712 - $787
|
6.54K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 3.64% |
$259 - $286
|
114
$7.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$64.8 - $71.6
|
2
$129
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$342K - $381K
|
5.55K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$61.7K - $68.7K
|
1K
$64.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
685New |
$42.2K - $47.1K
|
685
$44.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
200New |
$12.3K - $13.7K
|
200
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5New |
$308 - $344
|
5
$323
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.32KNew |
$318K - $340K
|
5.32K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.11KNew |
$305K - $327K
|
5.11K
$330K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
67New |
$4K - $4.29K
|
67
$4.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
21New |
$1.25K - $1.34K
|
21
$1.35K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.2KNew |
$882K - $969K
|
15.2K
$981K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12KNew |
$695K - $764K
|
12K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.35K+ 38.41% |
$78.1K - $85.8K
|
4.85K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$3.36K - $3.69K
|
58
$3.74K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
411New |
$19.9K - $24.5K
|
411
$26.5K
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
27.9KNew |
$1.37M - $1.5M
|
27.9K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9.98KNew |
$489K - $539K
|
9.98K
$644K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.5KNew |
$880K - $971K
|
18.5K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
4KNew |
$191K - $211K
|
4K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
30New |
$1.43K - $1.58K
|
30
$1.94K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$143 - $158
|
3
$194
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$370 - $446
|
9
$581
|
|