Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
1.56M
-
Shares change
-
+570K
-
Total reported value, excl. options
-
$91.6M
-
Value change
-
+$33.5M
-
Number of buys
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31
-
Number of sells
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-7
-
Price
-
$58.75
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q1 2018
42 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q1 2018.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.56M shares
.
Largest 10 shareholders include MORGAN STANLEY (413K shares), BB&T SECURITIES, LLC (143K shares), LPL Financial LLC (112K shares), UBS Group AG (108K shares), HARVEST GROUP WEALTH MANAGEMENT, LLC (102K shares), STIFEL FINANCIAL CORP (97.9K shares), RAYMOND JAMES & ASSOCIATES (64.5K shares), MML INVESTORS SERVICES, LLC (62.3K shares), Emerald Investment Partners, LLC (56.7K shares), and Sequoia Wealth Management, LLC (43.4K shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.