Q3 2024 13F Holders as of 9/30/2024
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Type / Class
-
Equity / DORSEY WRIGT ADR
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Number of holders
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14
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Total 13F shares, excl. options
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105K
-
Shares change
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-23.3K
-
Total reported value, excl. options
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$6.69M
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Value change
-
-$1.45M
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Number of buys
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3
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Number of sells
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-12
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Price
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$63.64
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q3 2024
17 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q3 2024.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 105K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (41.2K shares), ENVESTNET ASSET MANAGEMENT INC (13K shares), TRUIST FINANCIAL CORP (12.4K shares), RAYMOND JAMES & ASSOCIATES (12.3K shares), LPL Financial LLC (7.49K shares), Prospera Financial Services Inc (5.84K shares), MORGAN STANLEY (5.49K shares), STRATEGY ASSET MANAGERS LLC (5.21K shares), OSAIC HOLDINGS, INC. (1.83K shares), and CWM, LLC (251 shares).
This table shows the top 14 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.