Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
73.5K
-
Shares change
-
-33.3K
-
Total reported value, excl. options
-
$5.06M
-
Value change
-
-$2.3M
-
Number of buys
-
4
-
Number of sells
-
-6
-
Price
-
$69.02
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q4 2024
16 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q4 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 73.5K shares
.
Largest 10 shareholders include RAYMOND JAMES FINANCIAL INC (14K shares), ENVESTNET ASSET MANAGEMENT INC (13K shares), TRUIST FINANCIAL CORP (12.4K shares), Prospera Financial Services Inc (6.19K shares), LPL Financial LLC (5.84K shares), MORGAN STANLEY (5.4K shares), OneDigital Investment Advisors LLC (5.26K shares), STRATEGY ASSET MANAGERS LLC (5.21K shares), WELLS FARGO & COMPANY/MN (3.83K shares), and OSAIC HOLDINGS, INC. (1.83K 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.