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 635,094 shares, which have been reported (via 13F filing form) to have a value of $41.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
118,833
shares
|
$7.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
86,732
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
66,582
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,560
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,641
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
35,732
shares
|
$2.37 Million
0.62% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
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.
|
Nov 05, 2024 Q3 2024 |
23,014
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
20,986
shares
|
$1.39 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,067
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
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%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
14,223
shares
|
$945,118
0.17% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
11,993
shares
|
$796,934
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,500
shares
|
$697,725
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
|
$694,070
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,145
shares
|
$541,235
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
6,907
shares
|
$458,970
0.22% of portfolio
|
Q3 2024
Reduced 23.96%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,770
shares
|
$449,866
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,527
shares
|
$433,719
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,614
shares
|
$373,050
0.03% of portfolio
|
Q3 2024
Added 63.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,550
shares
|
$368,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,320
shares
|
$353,514
0.01% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,110
shares
|
$339,559
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,728
shares
|
$314,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,558
shares
|
$302,879
0.0% of portfolio
|
Q3 2024
New holding
|