Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
225K
-
Shares change
-
-97.1K
-
Total reported value, excl. options
-
$10.7M
-
Value change
-
-$4.64M
-
Number of buys
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10
-
Number of sells
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-11
-
Price
-
$47.77
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q1 2023
25 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q1 2023.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 225K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (48.6K shares), Prospera Financial Services Inc (21.8K shares), JANE STREET GROUP, LLC (18K shares), TRUIST FINANCIAL CORP (16.4K shares), ENVESTNET ASSET MANAGEMENT INC (16.3K shares), Claro Advisors LLC (13.6K shares), RAYMOND JAMES & ASSOCIATES (13K shares), STIFEL FINANCIAL CORP (11.9K shares), LPL Financial LLC (11K shares), and MORGAN STANLEY (9.88K shares).
This table shows the top 22 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.