Purchases and Sales Made in Q3 2025 in Advisorshares Tr Advisorshares (CWS)
This table provides information about the institutional ownership of Advisorshares Tr Advisorshares (CWS) during Q3 2025. 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 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.8K+ 2262.31% |
$1.88M - $1.97M
|
29.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27K+ 75.8% |
$1.83M - $1.92M
|
62.7K
$4.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$777K - $814K
|
11.5K
$774K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.55KNew |
$442K - $464K
|
6.55K
$441K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.45K+ 7.53% |
$436K - $457K
|
92.1K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.5KNew |
$236K - $248K
|
3.5K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 4.04% |
$231K - $242K
|
87.9K
$5.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.07K+ 2.51% |
$207K - $217K
|
125K
$8.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.02K+ 7.3% |
$204K - $214K
|
44.5K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.98KNew |
$202K - $211K
|
2.98K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.77K+ 15.4% |
$187K - $196K
|
20.8K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 19.61% |
$165K - $173K
|
14.9K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.26K+ 15.61% |
$153K - $160K
|
16.7K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.13KNew |
$144K - $151K
|
2.13K
$143K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.86K+ 45.98% |
$126K - $132K
|
5.91K
$397K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 1.72% |
$121K - $127K
|
106K
$7.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.42K+ 18.01% |
$96.2K - $101K
|
9.33K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
641+ 6.13% |
$43.3K - $45.4K
|
11.1K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
557+ 8.14% |
$37.6K - $39.5K
|
7.4K
$498K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
402+ 9.49% |
$27.2K - $28.5K
|
4.64K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
278+ 8.93% |
$18.8K - $19.7K
|
3.39K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
250+ 2.93% |
$16.9K - $17.7K
|
8.78K
$591K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
249+ 7.65% |
$16.8K - $17.6K
|
3.5K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
143+ 9.14% |
$9.67K - $10.1K
|
1.71K
$115K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$67.6 - $70.8
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-1- 0.2% |
$67.6 - $70.8
|
499
$33.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7- 0.18% |
$473 - $496
|
3.83K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10- 0.14% |
$676 - $708
|
7.17K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20- 3.64% |
$1.35K - $1.42K
|
530
$35.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-28- 0.42% |
$1.89K - $1.98K
|
6.7K
$451K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-47- 12.63% |
$3.18K - $3.33K
|
325
$21.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-161- 3.31% |
$10.9K - $11.4K
|
4.7K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-195- 1.73% |
$13.2K - $13.8K
|
11.1K
$744K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 1.92% |
$13.5K - $14.2K
|
10.2K
$687K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-404- 3.04% |
$27.3K - $28.6K
|
12.9K
$868K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-451- 7.66% |
$30.5K - $31.9K
|
5.43K
$366K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.42K- 6.58% |
$96.2K - $101K
|
20.2K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-1.7K- 35.5% |
$115K - $121K
|
3.09K
$208K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.38K- 28.76% |
$228K - $239K
|
8.37K
$563K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.75K- 10.44% |
$456K - $478K
|
57.9K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 14.12% |
$1.32M - $1.38M
|
119K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.5K- 88.64% |
$2.27M - $2.37M
|
4.3K
$289K
|
|