AdvisorShares Dorsey Wright ADR ETF (AADR) Institutional Ownership

$61.53

+0.82 (+1.35%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 6
Total Institutional Inflows (last 12 months): $1.65M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $716.23K

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AADR Institutional Buying and Selling by Quarter

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AdvisorShares Dorsey Wright ADR ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/20/2024	Virtu Financial LLC	7,264	$452K	0.0%	-16.9%	1.689%
2/26/2024	Virtu Financial LLC	8,742	$491K	0.0%	N/A	1.943%
2/2/2024	Truist Financial Corp	14,997	$843K	0.0%	-6.4%	3.333%
1/16/2024	Raymond James & Associates	10,331	$581K	0.0%	-3.7%	2.296%
10/24/2023	Raymond James & Associates	10,729	$526K	0.0%	-15.2%	2.146%
10/10/2023	International Assets Investment Management LLC	10,524	$516K	0.0%	N/A	2.105%
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10/4/2023	International Assets Investment Management LLC	10,524	$516K	0.0%	N/A	1.879%
8/25/2023	Strategy Asset Managers LLC	5,419	$269K	0.1%	-10.0%	0.968%
8/10/2023	Cetera Advisor Networks LLC	8,439	$419K	0.0%	+8.7%	1.507%
8/8/2023	Claro Advisors LLC	8,068	$400K	0.1%	-40.6%	1.441%
8/8/2023	Prospera Financial Services Inc	20,045	$994K	0.0%	-8.0%	3.579%
8/3/2023	WealthShield Partners LLC	5,813	$288K	0.0%	+4.3%	1.038%
8/2/2023	Bank of Montreal Can	1,530	$77K	0.0%	N/A	0.273%
8/1/2023	Truist Financial Corp	16,575	$822K	0.0%	+1.3%	2.960%
7/31/2023	LPL Financial LLC	9,753	$484K	0.0%	-11.2%	1.742%
7/25/2023	Raymond James & Associates	12,652	$628K	0.0%	-2.5%	2.259%
7/21/2023	Activest Wealth Management	2,403	$40K	0.0%	N/A	0.429%
5/8/2023	WealthShield Partners LLC	5,576	$266K	0.0%	-8.5%	0.899%
5/5/2023	Truist Financial Corp	16,364	$782K	0.0%	+31.9%	2.639%
4/17/2023	Claro Advisors LLC	13,581	$649K	0.2%	-30.7%	2.342%
4/14/2023	Raymond James & Associates	12,976	$620K	0.0%	-6.4%	2.237%
3/13/2023	Claro Advisors LLC	19,594	$936K	0.3%	-40.1%	3.378%
2/8/2023	Raymond James & Associates	13,860	$662K	0.0%	+14.1%	2.038%
2/8/2023	Prospera Financial Services Inc	18,896	$902K	0.0%	-3.7%	2.779%
2/7/2023	LPL Financial LLC	10,273	$491K	0.0%	-9.0%	1.511%
2/7/2023	Envestnet Asset Management Inc.	12,131	$579K	0.0%	-14.5%	1.784%
1/30/2023	International Assets Investment Management LLC	10,848	$43K	0.0%	N/A	1.595%
11/4/2022	WealthShield Partners LLC	6,068	$267K	0.1%	+6.2%	0.768%
11/2/2022	Rockefeller Capital Management L.P.	1,264	$55K	0.0%	-45.4%	0.160%
11/1/2022	Personal CFO Solutions LLC	9,863	$434K	0.1%	-2.3%	1.248%
10/27/2022	Prospera Financial Services Inc	19,631	$864K	0.0%	-3.3%	2.485%
10/26/2022	Truist Financial Corp	14,333	$631K	0.0%	+17.0%	1.814%
10/25/2022	Raymond James & Associates	12,148	$535K	0.0%	-2.0%	1.538%
10/12/2022	QP Wealth Management LLC	5,247	$230K	0.3%	-40.4%	0.656%
10/11/2022	Strategy Asset Managers LLC	6,019	$265K	0.1%	N/A	0.752%
8/12/2022	Claro Advisors LLC	32,738	$1.59M	0.6%	+52.7%	3.807%
8/8/2022	Prospera Financial Services Inc	20,296	$986K	0.1%	+2.7%	2.360%
8/5/2022	Personal CFO Solutions LLC	10,091	$490K	0.1%	-4.5%	1.173%
8/3/2022	Envestnet Asset Management Inc.	14,968	$727K	0.0%	-31.5%	1.740%
7/22/2022	Truist Financial Corp	12,250	$595K	0.0%	+9.9%	1.424%
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7/8/2022	QP Wealth Management LLC	8,802	$428K	0.6%	-5.1%	1.012%
5/10/2022	Mercer Global Advisors Inc. ADV	11,873	$712K	0.0%	-31.0%	1.319%
5/4/2022	Aptus Capital Advisors LLC	4,385	$263K	0.0%	N/A	0.479%
5/4/2022	Prospera Financial Services Inc	19,756	$1.19M	0.0%	+7.6%	2.159%
5/4/2022	Envestnet Asset Management Inc.	21,853	$1.31M	0.0%	-16.7%	2.388%
5/2/2022	Personal CFO Solutions LLC	10,569	$634K	0.1%	-17.4%	1.155%
4/22/2022	Truist Financial Corp	11,150	$669K	0.0%	+4.8%	1.077%
4/18/2022	QP Wealth Management LLC	9,277	$557K	0.6%	-6.0%	0.896%
4/11/2022	Strategy Asset Managers LLC	6,919	$415K	0.1%	N/A	0.669%
2/15/2022	Claro Advisors LLC	21,446	$1.38M	0.5%	+5.2%	2.023%
2/14/2022	Rockefeller Capital Management L.P.	1,033	$66K	0.0%	-39.5%	0.097%
2/8/2022	Natixis Advisors L.P.	10,786	$693K	0.0%	N/A	1.013%
2/8/2022	Raymond James & Associates	12,504	$803K	0.0%	-5.9%	1.174%
2/4/2022	Mercer Global Advisors Inc. ADV	17,215	$1.11M	0.0%	-4.4%	1.616%
2/3/2022	Advisor Group Holdings Inc.	25,375	$1.63M	0.0%	+7.7%	2.383%
11/18/2021	Personal CFO Solutions LLC	13,156	$836K	0.2%	-9.5%	1.096%
11/16/2021	Jane Street Group LLC	77,487	$4.92M	0.0%	+160.4%	6.404%
11/16/2021	LPL Financial LLC	25,803	$1.64M	0.0%	+5.0%	2.132%
11/16/2021	Claro Advisors LLC	20,392	$1.30M	0.5%	+1.9%	1.685%
11/15/2021	Flow Traders U.S. LLC	45,334	$2.88M	0.1%	+229.1%	3.747%
11/12/2021	Prospera Financial Services Inc	16,015	$1.02M	0.1%	+1.9%	1.324%
11/10/2021	Mercer Global Advisors Inc. ADV	18,010	$1.14M	0.0%	-2.6%	1.488%
11/5/2021	QP Wealth Management LLC	9,779	$621K	0.7%	-3.3%	0.808%
11/5/2021	Truist Financial Corp	9,914	$630K	0.0%	+3.7%	0.819%
11/5/2021	Advisor Group Holdings Inc.	23,553	$1.50M	0.0%	-5.5%	1.947%
10/29/2021	Commonwealth Equity Services LLC	6,798	$432K	0.0%	-13.7%	0.562%
10/22/2021	Spire Wealth Management	1,117	$71K	0.0%	-67.1%	0.092%
10/19/2021	Stratos Wealth Partners LTD.	4,339	$276K	0.0%	-5.7%	0.359%
8/24/2021	Flow Traders U.S. LLC	13,774	$916K	0.0%	+205.8%	1.089%
8/17/2021	Wells Fargo & Company MN	216,266	$14.38M	0.0%	-5.2%	17.096%
8/16/2021	Royal Bank of Canada	5,517	$367K	0.0%	+8.1%	0.436%
8/16/2021	Morgan Stanley	161,328	$10.72M	0.0%	+25.8%	12.753%
8/16/2021	Claro Advisors LLC	20,018	$1.33M	0.6%	-1.0%	1.582%
8/13/2021	LPL Financial LLC	24,581	$1.63M	0.0%	-0.9%	1.943%
8/13/2021	Stifel Financial Corp	17,954	$1.19M	0.0%	-11.0%	1.419%
8/12/2021	Prospera Financial Services Inc	15,723	$1.05M	0.1%	+20.0%	1.243%
8/12/2021	Strategic Blueprint LLC	399	$27K	0.0%	N/A	0.032%
8/11/2021	Susquehanna International Group LLP	7,256	$484K	0.0%	+98.5%	0.574%
8/10/2021	Mercer Global Advisors Inc. ADV	18,483	$1.23M	0.0%	+1.3%	1.461%
8/6/2021	WealthShield Partners LLC	5,535	$368K	0.1%	+20.5%	0.438%
8/4/2021	Envestnet Asset Management Inc.	26,367	$1.75M	0.0%	+3.2%	2.084%
8/2/2021	Advisor Group Holdings Inc.	24,928	$1.65M	0.0%	-13.4%	1.971%
7/31/2021	QP Wealth Management LLC	10,114	$672K	0.7%	-18.9%	0.800%
5/18/2021	Flow Traders U.S. LLC	4,504	$281K	0.0%	N/A	0.340%
5/18/2021	Morgan Stanley	128,255	$7.99M	0.0%	-1.0%	9.680%
5/18/2021	Citadel Advisors LLC	6,164	$384K	0.0%	-39.7%	0.462%
5/18/2021	Jane Street Group LLC	13,226	$824K	0.0%	N/A	0.998%
5/17/2021	Royal Bank of Canada	5,103	$318K	0.0%	+41.2%	0.385%
5/14/2021	Stifel Financial Corp	20,163	$1.26M	0.0%	-5.5%	1.522%
5/12/2021	UBS Group AG	46,342	$2.89M	0.0%	+10.4%	3.498%
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5/11/2021	Mercer Global Advisors Inc. ADV	18,241	$1.14M	0.0%	-11.1%	1.377%
5/11/2021	Rockefeller Capital Management L.P.	1,699	$105K	0.0%	+44.4%	0.128%
5/6/2021	Prospera Financial Services Inc	13,104	$817K	0.0%	+46.5%	0.989%
5/4/2021	Envestnet Asset Management Inc.	25,539	$1.59M	0.0%	+36.6%	1.927%
5/4/2021	Commonwealth Equity Services LLC	7,870	$490K	0.0%	-4.2%	0.594%
4/28/2021	QP Wealth Management LLC	12,465	$777K	0.8%	-9.7%	0.941%
4/21/2021	Personal CFO Solutions LLC	14,658	$914K	0.2%	-2.0%	1.106%
2/18/2021	Truist Financial Corp	8,716	$531K	0.0%	-10.3%	0.670%
2/16/2021	Morgan Stanley	129,566	$7.89M	0.0%	+220.5%	9.967%
2/16/2021	WealthShield Partners LLC	4,741	$289K	0.1%	-82.0%	0.365%

(Data available from 1/1/2016 forward)

AADR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AADR shares?: During the previous two years, 16 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright ADR ETF. The most heavily invested institutionals were Prospera Financial Services Inc ($994K), Truist Financial Corp ($843K), Raymond James & Associates ($581K), Envestnet Asset Management Inc. ($579K), International Assets Investment Management LLC ($516K), LPL Financial LLC ($484K), and Virtu Financial LLC ($452K).Learn more on AADR's institutional investors.
Which institutional investors have been buying AdvisorShares Dorsey Wright ADR ETF stock?: Of the 11 institutional investors that purchased AdvisorShares Dorsey Wright ADR ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($31.90K), Claro Advisors LLC ($11.29K), Virtu Financial LLC ($8.74K), Truist Financial Corp ($6.25K), Strategy Asset Managers LLC ($6.02K), Activest Wealth Management ($2.40K), and Raymond James & Associates ($1.71K).
How much institutional buying is happening at AdvisorShares Dorsey Wright ADR ETF?: Institutional investors have bought a total of 71,649 shares in the last 24 months. This purchase volume represents approximately $3.51M in transactions.

Which AdvisorShares Dorsey Wright ADR ETF major shareholders have been selling company stock?: Of the 12 institutional investors that sold AdvisorShares Dorsey Wright ADR ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Claro Advisors LLC ($24.67K), Envestnet Asset Management Inc. ($8.94K), Raymond James & Associates ($3.78K), QP Wealth Management LLC ($3.56K), Prospera Financial Services Inc ($3.14K), LPL Financial LLC ($2.25K), and Virtu Financial LLC ($1.48K).
How much institutional selling is happening at AdvisorShares Dorsey Wright ADR ETF?: Institutional investors have sold a total of 51,693 shares in the last 24 months. This volume of shares sold represents approximately $2.51M in transactions.