Q2 2024 13F Holders as of 6/30/2024
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Type / Class
-
Equity / DORSEY WRIGT ADR
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Number of holders
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15
-
Total 13F shares, excl. options
-
128K
-
Shares change
-
-2.24K
-
Total reported value, excl. options
-
$7.89M
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Value change
-
-$143K
-
Number of buys
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5
-
Number of sells
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-8
-
Price
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$61.91
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q2 2024
17 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q2 2024.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 128K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (42.1K shares), ENVESTNET ASSET MANAGEMENT INC (15K shares), TRUIST FINANCIAL CORP (14.3K shares), RAYMOND JAMES & ASSOCIATES (12.6K shares), Virtu Financial LLC (9.78K shares), LPL Financial LLC (7.91K shares), Prospera Financial Services Inc (6.41K shares), STRATEGY ASSET MANAGERS LLC (5.42K shares), COMMONWEALTH EQUITY SERVICES, LLC (4.65K shares), and MORGAN STANLEY (4.51K shares).
This table shows the top 15 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.