Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DORSEY WRIGT ADR
-
Total 13F shares
-
180,580
-
Share change
-
+105,631
-
Total reported value
-
$13,435,257
-
Price per share
-
$74.40
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Number of holders
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24
-
Value change
-
+$7,858,665
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Number of buys
-
16
-
Number of sells
-
5
Institutional Holders of ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) as of Q1 2025
As of 31 Mar 2025 ADVISORSHARES TR - DORSEY WRIGT ADR (AADR) had 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 180,580 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, OSAIC HOLDINGS, INC., RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, LPL Financial LLC, OneDigital Investment Advisors LLC, JANE STREET GROUP, LLC, Prospera Financial Services Inc, and BAROMETER CAPITAL MANAGEMENT INC..
This table shows 24 institutional shareholders of the security as of 31 Mar 2025.
| 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.