Purchases and Sales Made in Q3 2023 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q3 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES TR ADVISORSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.3KNew |
$844K - $911K
|
16.3K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8.7K+ 74.67% |
$450K - $486K
|
20.3K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.35KNew |
$225K - $243K
|
4.35K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.06K+ 4.83% |
$106K - $115K
|
44.6K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.05K+ 50.18% |
$106K - $114K
|
6.13K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.26K+ 5.18% |
$65K - $70.1K
|
25.5K
$1.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
647+ 11.08% |
$33.5K - $36.1K
|
6.49K
$416K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
252+ 3.74% |
$13K - $14.1K
|
6.98K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
91New |
$4.71K - $5.08K
|
91
$5.83K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41New |
$2.12K - $2.29K
|
41
$2.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-83- 0.42% |
$4.29K - $4.63K
|
19.8K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-400- 2.75% |
$20.7K - $22.3K
|
14.2K
$908K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-407- 3.59% |
$21.1K - $22.7K
|
10.9K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-860- 48.86% |
$44.5K - $48K
|
900
$57.7K
|