Institutional Ownership Advisorshares Tr Advisorshares (CWS)

CWS Quotes by TradingView

This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 821,743 shares, which have been reported (via 13F filing form) to have a value of $53.1 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Wells Fargo & Company

San Francisco, CA

 		May 13, 2025 Q1 2025
1
shares
$64 0.0% of portfolio
Q1 2025 Reduced 50.0%
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 Closed

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on CWS