Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
225K
-
Shares change
-
-339
-
Total reported value, excl. options
-
$11.1M
-
Value change
-
+$11.3K
-
Number of buys
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9
-
Number of sells
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-14
-
Price
-
$49.61
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q2 2023
24 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q2 2023.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 20 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 (88.5K shares), Prospera Financial Services Inc (20K shares), ENVESTNET ASSET MANAGEMENT INC (17K shares), TRUIST FINANCIAL CORP (16.6K shares), RAYMOND JAMES & ASSOCIATES (12.7K shares), LPL Financial LLC (9.75K shares), Cetera Advisor Networks LLC (8.44K shares), JANE STREET GROUP, LLC (8.35K shares), MORGAN STANLEY (8.23K shares), and Claro Advisors LLC (8.07K shares).
This table shows the top 20 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.