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AdvisorShares Dorsey Wright Short ETF (DWSH) Institutional Ownership

$7.38 +0.12 (+1.65%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for AdvisorShares Dorsey Wright Short ETF (NASDAQ:DWSH)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$39.27K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$888.31K
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DWSH Institutional Buying and Selling by Quarter

AdvisorShares Dorsey Wright Short ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2024 Kestra Private Wealth Services LLC188,645$1.33M0.0%+3.0%8.693%
1/16/2024Raymond James & Associates127,510$898K0.0%-42.9%6.043%
1/11/2024 Worth Asset Management LLC52,619$370K0.3%-36.5%2.494%
11/8/2023 Spire Wealth Management9,753$90K0.0%-22.0%0.350%
11/8/2023 Kestra Private Wealth Services LLC183,067$1.68M0.1%+8.1%6.562%
10/24/2023Raymond James & Associates223,395$2.05M0.0%+1,555.0%7.950%
10/11/2023 Worth Asset Management LLC82,915$761K0.6%+2.3%2.859%
8/9/2023 Kingswood Wealth Advisors LLC30,535$267K0.1%N/A1.118%
7/26/2023 Janney Montgomery Scott LLC84,366$738K0.0%-9.0%3.184%
7/25/2023Raymond James & Associates13,498$118K0.0%-92.5%0.509%
7/11/2023 Worth Asset Management LLC81,040$709K0.5%+114.9%2.958%
5/11/2023 EverSource Wealth Advisors LLC2,925$27K0.0%+62.5%0.068%
5/9/2023 Spire Wealth Management12,500$113K0.0%+1,150.0%0.289%
4/14/2023Raymond James & Associates179,239$1.62M0.0%+241.1%4.149%
4/12/2023 Worth Asset Management LLC37,709$342K0.3%+10.7%0.873%
2/8/2023 Main Street Financial Solutions LLC12,180$121K0.0%+12.6%0.290%
2/7/2023IFP Advisors Inc13,399$339K0.0%-23.0%0.319%
2/1/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors35,714$356K0.1%+20.3%0.850%
2/1/2023 Janney Montgomery Scott LLC93,233$929K0.0%N/A2.220%
2/1/2023 Kestra Private Wealth Services LLC63,403$631K0.0%-7.9%1.510%
1/31/2023 Kestra Advisory Services LLC99,634$992K0.0%+3.1%2.372%
1/13/2023 Worth Asset Management LLC34,067$339K0.2%+439.3%0.841%
11/8/2022IFP Advisors Inc17,393$435K0.0%-35.0%0.359%
11/1/2022 Kestra Advisory Services LLC96,672$1.07M0.0%+50.2%1.969%
10/27/2022 Bay Colony Advisory Group Inc d b a Bay Colony Advisors29,679$329K0.1%N/A0.596%
10/25/2022Raymond James & Associates18,461$205K0.0%-9.7%0.371%
10/25/2022Raymond James Financial Services Advisors Inc.704,754$7.82M0.0%+257.4%14.152%
10/7/2022 Worth Asset Management LLC6,317$70K0.1%+152.7%0.128%
10/4/2022 Csenge Advisory Group137,961$1.53M0.1%-33.1%2.798%
8/15/2022 Kestra Private Wealth Services LLC29,559$309K0.0%-61.6%0.575%
8/13/2022 Camarda Financial Advisors LLC21,327$223K0.2%N/A0.415%
8/10/2022 Cibc World Market Inc.77,792$814K0.0%N/A1.513%
7/8/2022 Worth Asset Management LLC2,500$26K0.0%+987.0%0.055%
5/26/2022 Kestra Private Wealth Services LLC76,929$643K0.0%N/A2.236%
5/9/2022 Csenge Advisory Group206,207$1.72M0.1%+95.9%5.986%
4/29/2022 Vanguard Capital Wealth Advisors18,867$157K0.1%-5.5%0.548%
4/22/2022 Main Street Financial Solutions LLC10,081$84K0.0%-13.4%0.293%
2/10/2022 Csenge Advisory Group105,248$900K0.1%-11.4%2.692%
2/8/2022Raymond James & Associates22,950$195K0.0%-13.1%0.587%
2/8/2022 Main Street Financial Solutions LLC11,639$99K0.0%N/A0.298%
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2/2/2022 Vanguard Capital Wealth Advisors19,967$169K0.1%+17.7%0.511%
11/15/2021 Royal Bank of Canada333,589$2.93M0.0%+176.9%10.033%
11/1/2021 Vanguard Capital Wealth Advisors16,967$149K0.1%N/A0.493%
10/20/2021 Csenge Advisory Group118,846$1.03M0.1%+12.9%3.480%
10/6/2021IFP Advisors Inc28,670$252K0.0%N/A0.888%
8/16/2021 Royal Bank of Canada120,480$1.03M0.0%+601.5%3.730%
8/13/2021 Stifel Financial Corp265,855$2.27M0.0%+77.5%8.231%
8/11/2021 Susquehanna International Group LLP67,342$578K0.0%-37.8%2.145%
5/18/2021 Citadel Advisors LLC44,982$416K0.0%-20.4%1.639%
5/17/2021 Royal Bank of Canada17,174$159K0.0%-87.9%0.661%
5/14/2021 Stifel Financial Corp149,790$1.39M0.0%-4.4%5.761%
4/27/2021 Janney Montgomery Scott LLC151,940$1.41M0.0%N/A5.889%
3/26/2021 Susquehanna International Group LLP87,615$1.00M0.0%-11.0%3.107%
2/16/2021 Captrust Financial Advisors4,000$46K0.0%+185.7%0.129%
2/12/2021 Stifel Financial Corp156,747$1.79M0.0%-35.9%5.056%
2/11/2021B. Riley Wealth Management Inc.24,186$276K0.0%-8.2%0.780%
2/5/2021 Private Advisory Group LLC33,099$378K0.1%+63.7%1.068%
1/22/2021 International Assets Investment Management LLC6,752$77K0.0%-78.7%0.214%
11/17/2020Jane Street Group LLC15,594$297K0.0%-57.5%0.367%
11/13/2020 Morgan Stanley3,699$70K0.0%+232.6%0.087%
11/10/2020 Ironsides Asset Advisors LLC36,850$702K0.2%-7.9%0.699%
11/6/2020 Janney Montgomery Scott LLC23,620$450K0.0%+3.3%0.428%
11/4/2020Raymond James & Associates232,511$4.43M0.0%+6.7%4.171%
(Data available from 1/1/2016 forward)

DWSH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWSH shares?

During the previous two years, 11 institutional investors and hedge funds held shares of AdvisorShares Dorsey Wright Short ETF. The most heavily invested institutionals were Kestra Private Wealth Services LLC ($1.33M), Kestra Advisory Services LLC ($992K), Raymond James & Associates ($898K), Janney Montgomery Scott LLC ($738K), Worth Asset Management LLC ($370K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($356K), and IFP Advisors Inc ($339K).Learn more on DWSH's institutional investors.

Which institutional investors have been buying AdvisorShares Dorsey Wright Short ETF stock?

Of the 10 institutional investors that purchased AdvisorShares Dorsey Wright Short ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James & Associates ($336.59K), Janney Montgomery Scott LLC ($93.23K), Worth Asset Management LLC ($76.60K), Kingswood Wealth Advisors LLC ($30.54K), Kestra Private Wealth Services LLC ($19.34K), Spire Wealth Management ($11.50K), and Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($6.04K).

How much institutional buying is happening at AdvisorShares Dorsey Wright Short ETF?

Institutional investors have bought a total of 579,286 shares in the last 24 months. This purchase volume represents approximately $7.98M in transactions.

Which AdvisorShares Dorsey Wright Short ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Dorsey Wright Short ETF stock in the last 24 months: Raymond James & Associates ($261.63K), Worth Asset Management LLC ($30.30K), Janney Montgomery Scott LLC ($8.35K), Kestra Private Wealth Services LLC ($5.40K), IFP Advisors Inc ($3.99K), and Spire Wealth Management ($2.74K).

How much institutional selling is happening at AdvisorShares Dorsey Wright Short ETF?

Institutional investors have sold a total of 312,415 shares in the last 24 months. This volume of shares sold represents approximately $2.72M in transactions.



This page (NASDAQ:DWSH) was last updated on 11/17/2024 by MarketBeat.com Staff
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