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 48 institutions that hold shares in the stock, with a total of 702,313 shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,936
shares
|
$390,292
0.15% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,110
shares
|
$335,982
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,708
shares
|
$309,551
0.04% of portfolio
|
Q4 2024
Added 52.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,584
shares
|
$301,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,359
shares
|
$286,604
0.02% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,223
shares
|
$277,662
0.0% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$263,000
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,960
shares
|
$260,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,776
shares
|
$248,272
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,757
shares
|
$247,022
0.0% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,183
shares
|
$209,282
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,924
shares
|
$126,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,476
shares
|
$97,047
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$65,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
400
shares
|
$26,300
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
330
shares
|
$21,697
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$13,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
114
shares
|
$7,495
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
42
shares
|
$2,761
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
21
shares
|
$1,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2
shares
|
$131
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|