Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
550,643
-
Shares change
-
-105,104
-
Total reported value, excl. options
-
$35,379,674
-
Value change
-
-$6,746,540
-
Number of buys
-
11
-
Number of sells
-
-17
-
Price
-
$64.25
Significant Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q4 2021
32 filings reported holding AADR - ADVISORSHARES TR - DORSEY WRIGT ADR as of Q4 2021.
ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 550,643 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (132,687 shares), MORGAN STANLEY (127,985 shares), ENVESTNET ASSET MANAGEMENT INC (26,232 shares), ADVISOR GROUP HOLDINGS, INC. (25,372 shares), LPL Financial LLC (23,228 shares), Claro Advisors LLC (21,446 shares), JANE STREET GROUP, LLC (20,644 shares), Prospera Financial Services Inc (18,364 shares), STIFEL FINANCIAL CORP (17,525 shares), and MERCER GLOBAL ADVISORS INC /ADV (17,215 shares).
This table shows the top 29 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.