S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$59.95
+0.21 (+0.35%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$7.31M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$883.55K
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CWS Institutional Buying and Selling by Quarter

AdvisorShares Focused Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2024Cetera Advisor Networks LLC21,730$1.29M0.0%+9.6%1.598%
2/2/2024Kovack Advisors Inc.4,990$296K0.0%+14.6%0.367%
1/26/2024Cerity Partners LLC13,407$795K0.0%-5.3%0.986%
1/22/2024Zimmermann Investment Management & Planning LLC21,594$1.28M0.5%+6.2%1.588%
1/19/2024Spreng Capital Management Inc.9,498$563K0.4%-13.0%0.698%
11/13/2023LPL Financial LLC44,570$2.33M0.0%+4.8%3.277%
10/31/2023Zimmermann Investment Management & Planning LLC20,340$1.06M0.5%+74.7%1.496%
10/30/2023Spreng Capital Management Inc.10,920$570K0.4%-3.6%0.803%
10/25/2023Concourse Financial Group Securities Inc.6,984$364K0.0%+3.7%0.514%
10/11/2023AE Wealth Management LLC6,487$338K0.0%+11.1%0.477%
8/21/2023Osaic Holdings Inc.24,267$1.31M0.0%+128.6%1.784%
8/14/2023Cerity Partners LLC14,557$785K0.0%-3.6%1.070%
8/10/2023Osaic Holdings Inc.24,267$1.31M0.0%+128.6%1.784%
8/10/2023Legacy Capital Group California Inc.9,984$539K0.2%N/A0.734%
8/10/2023Cetera Advisor Networks LLC19,902$1.07M0.0%+3.2%1.463%
8/1/2023Spreng Capital Management Inc.11,327$611K0.5%-20.0%1.030%
7/31/2023LPL Financial LLC42,515$2.29M0.0%+34.5%3.865%
7/13/2023Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059%
7/10/2023AE Wealth Management LLC5,840$315K0.0%-4.9%0.531%
7/7/2023Fulcrum Equity Management27,885$1.50M1.7%N/A2.535%
5/16/2023Susquehanna International Group LLP4,996$254K0.0%N/A0.724%
5/16/2023Jane Street Group LLC4,837$246K0.0%-68.2%0.701%
5/11/2023Cambridge Investment Research Advisors Inc.18,452$938K0.0%N/A2.674%
5/11/2023Cerity Partners LLC15,093$768K0.0%-1.4%2.187%
5/10/2023LPL Financial LLC31,618$1.61M0.0%+31.7%4.582%
4/26/2023IRON Financial LLC4,000$203K0.1%N/A0.580%
4/14/2023AE Wealth Management LLC6,142$312K0.0%-4.9%0.890%
2/15/2023Jane Street Group LLC15,221$724K0.0%N/A2.206%
2/15/2023Cerity Partners LLC15,300$728K0.0%N/A2.217%
2/14/2023Cetera Advisor Networks LLC16,087$765K0.0%N/A2.331%
2/10/2023Advisor Group Holdings Inc.5,710$271K0.0%+183.2%0.828%
2/8/2023UBS Group AG1,484$71K0.0%+134.1%0.215%
2/7/2023LPL Financial LLC24,011$1.14M0.0%+1.8%3.480%
2/3/2023Spreng Capital Management Inc.14,296$680K0.6%+1.7%2.072%
1/30/2023Concourse Financial Group Securities Inc.6,029$287K0.0%N/A0.874%
10/25/2022AE Wealth Management LLC6,594$271K0.0%+8.5%0.999%
8/12/2022LPL Financial LLC20,528$864K0.0%+20.5%3.064%
8/11/2022SFI Advisors LLC59,532$2.50M2.8%+8.8%8.885%
8/11/2022UBS Group AG852$36K0.0%+124.2%0.127%
8/8/2022Baird Financial Group Inc.7,139$300K0.0%N/A1.066%
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8/3/2022AE Wealth Management LLC6,078$256K0.0%+9.0%0.907%
5/16/2022SFI Advisors LLC54,741$2.64M1.6%+0.9%8.110%
5/13/2022Spreng Capital Management Inc.14,124$682K0.4%-7.7%2.092%
5/12/2022Maryland Capital Management15,450$746K0.0%-3.1%2.289%
4/18/2022AE Wealth Management LLC5,578$269K0.0%+11.3%0.826%
2/15/2022SFI Advisors LLC54,240$2.79M2.5%N/A8.036%
1/31/2022 CWM LLC702$37K0.0%N/A0.107%
1/20/2022AE Wealth Management LLC5,013$267K0.0%N/A0.765%
8/24/2021Flow Traders U.S. LLC5,358$250K0.0%N/A0.864%
8/13/2021LPL Financial LLC7,947$371K0.0%N/A1.282%
5/12/2021UBS Group AG820$37K0.0%N/A0.132%
5/11/2021Maryland Capital Management16,650$744K0.0%-10.7%2.685%
4/29/2021Spreng Capital Management Inc.15,307$684K0.5%+47.8%2.573%
1/22/2021Spreng Capital Management Inc.10,357$453K0.4%+51.6%1.801%
10/14/2020Breiter Capital Management Inc.5,500$215K0.2%N/A1.048%
8/12/2020Maryland Capital Management20,100$701K0.1%+9.8%3.829%
5/15/2020Jane Street Group LLC10,219$313K0.0%N/A1.858%
5/15/2020Morgan Stanley1,200$37K0.0%N/A0.218%
5/13/2020Maryland Capital Management18,300$560K0.1%N/A3.327%
5/1/2020UBS Group AG914$28K0.0%N/A0.159%
(Data available from 1/1/2016 forward)

CWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWS shares?

During the previous two years, 20 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were SFI Advisors LLC ($2.50M), LPL Financial LLC ($2.33M), Fulcrum Equity Management ($1.50M), Osaic Holdings Inc. ($1.31M), Cetera Advisor Networks LLC ($1.29M), Zimmermann Investment Management & Planning LLC ($1.28M), and Cambridge Investment Research Advisors Inc. ($938K).Learn more on CWS's institutional investors.

Which institutional investors have been buying AdvisorShares Focused Equity ETF stock?

Of the 19 institutional investors that purchased AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fulcrum Equity Management ($27.89K), Osaic Holdings Inc. ($27.30K), LPL Financial LLC ($24.46K), Zimmermann Investment Management & Planning LLC ($21.59K), Cetera Advisor Networks LLC ($18.62K), Cambridge Investment Research Advisors Inc. ($18.45K), and Cerity Partners LLC ($15.30K).

How much institutional buying is happening at AdvisorShares Focused Equity ETF?

Institutional investors have bought a total of 214,079 shares in the last 24 months. This purchase volume represents approximately $10.79M in transactions.

Which AdvisorShares Focused Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Focused Equity ETF stock in the last 24 months: Jane Street Group LLC ($10.38K), Spreng Capital Management Inc. ($5.83K), Cerity Partners LLC ($1.49K), AE Wealth Management LLC ($618.00), and Maryland Capital Management ($500.00).

How much institutional selling is happening at AdvisorShares Focused Equity ETF?

Institutional investors have sold a total of 18,828 shares in the last 24 months. This volume of shares sold represents approximately $980.38K in transactions.


This page (NYSEARCA:CWS) was last updated on 4/19/2024 by MarketBeat.com Staff

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