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AdvisorShares Focused Equity ETF (CWS) Institutional Ownership

$66.45 +0.68 (+1.03%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for AdvisorShares Focused Equity ETF (NYSEARCA:CWS)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$8.88M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.01M
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CWS Institutional Buying and Selling by Quarter

AdvisorShares Focused Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC5,614$384K0.0%+63.2%0.236%
11/15/2024 MML Investors Services LLC4,521$311K0.0%N/A0.190%
11/15/2024 Jane Street Group LLC4,394$302K0.0%-81.9%0.185%
11/15/2024 Stifel Financial Corp66,582$4.58M0.0%+5.0%2.798%
11/6/2024 Kovack Advisors Inc.23,014$1.58M0.2%-1.7%0.967%
11/4/2024 Catalytic Wealth RIA LLC14,223$977K0.2%+9.9%0.598%
10/29/2024 TrueWealth Advisors LLC4,458$306K0.1%+11.5%0.187%
10/25/2024 Integrated Advisors Network LLC10,445$718K0.0%+1.8%0.439%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,157$217K0.0%N/A0.133%
10/23/2024 Mason & Associates Inc35,732$2.46M0.6%-11.8%1.501%
10/19/2024Compass Ion Advisors LLC3,097$213K0.0%-5.4%0.130%
10/15/2024 NBC Securities Inc.685$47K0.0%N/A0.029%
8/22/2024 Cetera Investment Advisers27,633$1.72M0.0%+11.4%1.161%
8/7/2024 Wedbush Securities Inc.5,318$331K0.0%N/A0.223%
7/31/2024 Catalytic Wealth RIA LLC12,942$805K0.2%+5.7%0.544%
7/27/2024 Zimmermann Investment Management & Planning LLC22,164$1.38M0.5%+5.3%0.931%
7/24/2024 TrueWealth Advisors LLC3,999$249K0.1%+10.3%0.168%
7/19/2024 Mason & Associates Inc40,501$2.52M0.7%+4.1%1.702%
7/13/2024Compass Ion Advisors LLC3,274$209K0.0%N/A0.138%
5/24/2024Cetera Advisors LLC4,854$309K0.0%+38.4%0.204%
5/24/2024 Cetera Investment Advisers24,795$1.58M0.0%N/A1.042%
5/17/2024 Comerica Bank1,477$94K0.0%N/A0.062%
5/11/2024Spreng Capital Management Inc.9,181$585K0.3%-3.3%0.386%
5/11/2024 Catalytic Wealth RIA LLC12,243$780K0.2%N/A0.514%
5/9/2024 Koshinski Asset Management Inc.6,770$431K0.0%N/A0.284%
5/1/2024 Concourse Financial Group Securities Inc.4,943$315K0.0%-30.0%0.208%
4/23/2024 Mason & Associates Inc38,909$2.48M0.7%N/A1.635%
4/23/2024 TrueWealth Advisors LLC3,626$231K0.1%N/A0.152%
4/19/2024 Kovack Advisors Inc.21,896$1.40M0.2%+338.8%0.920%
2/2/2024 Kovack Advisors Inc.4,990$296K0.0%+14.6%0.367%
1/26/2024 Cerity Partners LLC13,407$795K0.0%-5.3%0.986%
1/22/2024 Zimmermann Investment Management & Planning LLC21,594$1.28M0.5%+6.2%1.588%
1/19/2024Spreng Capital Management Inc.9,498$563K0.4%-13.0%0.698%
10/31/2023 Zimmermann Investment Management & Planning LLC20,340$1.06M0.5%+74.7%1.496%
10/30/2023Spreng Capital Management Inc.10,920$570K0.4%-3.6%0.803%
10/11/2023 AE Wealth Management LLC6,487$338K0.0%+11.1%0.477%
8/10/2023 Legacy Capital Group California Inc.9,984$539K0.2%N/A0.734%
8/10/2023Cetera Advisor Networks LLC19,902$1.07M0.0%+3.2%1.463%
8/1/2023Spreng Capital Management Inc.11,327$611K0.5%-20.0%1.030%
7/31/2023 LPL Financial LLC42,515$2.29M0.0%+34.5%3.865%
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7/13/2023 Zimmermann Investment Management & Planning LLC11,645$628K0.3%N/A1.059%
7/10/2023 AE Wealth Management LLC5,840$315K0.0%-4.9%0.531%
7/7/2023 Fulcrum Equity Management27,885$1.50M1.7%N/A2.535%
5/11/2023 Cerity Partners LLC15,093$768K0.0%-1.4%2.187%
4/26/2023 IRON Financial LLC4,000$203K0.1%N/A0.580%
4/14/2023 AE Wealth Management LLC6,142$312K0.0%-4.9%0.890%
2/7/2023 LPL Financial LLC24,011$1.14M0.0%+1.8%3.480%
2/3/2023Spreng Capital Management Inc.14,296$680K0.6%+1.7%2.072%
1/30/2023 Concourse Financial Group Securities Inc.6,029$287K0.0%N/A0.874%
10/25/2022 AE Wealth Management LLC6,594$271K0.0%+8.5%0.999%
8/11/2022 SFI Advisors LLC59,532$2.50M2.8%+8.8%8.885%
8/8/2022 Baird Financial Group Inc.7,139$300K0.0%N/A1.066%
8/3/2022 AE Wealth Management LLC6,078$256K0.0%+9.0%0.907%
5/16/2022 SFI Advisors LLC54,741$2.64M1.6%+0.9%8.110%
5/13/2022Spreng Capital Management Inc.14,124$682K0.4%-7.7%2.092%
5/12/2022Maryland Capital Management15,450$746K0.0%-3.1%2.289%
4/18/2022 AE Wealth Management LLC5,578$269K0.0%+11.3%0.826%
2/15/2022 SFI Advisors LLC54,240$2.79M2.5%N/A8.036%
1/31/2022 CWM LLC702$37K0.0%N/A0.107%
1/20/2022 AE Wealth Management LLC5,013$267K0.0%N/A0.765%
8/24/2021 Flow Traders U.S. LLC5,358$250K0.0%N/A0.864%
8/13/2021 LPL Financial LLC7,947$371K0.0%N/A1.282%
5/12/2021 UBS Group AG820$37K0.0%N/A0.132%
5/11/2021Maryland Capital Management16,650$744K0.0%-10.7%2.685%
4/29/2021Spreng Capital Management Inc.15,307$684K0.5%+47.8%2.573%
1/22/2021Spreng Capital Management Inc.10,357$453K0.4%+51.6%1.801%
(Data available from 1/1/2016 forward)

CWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWS shares?

During the previous two years, 27 institutional investors and hedge funds held shares of AdvisorShares Focused Equity ETF. The most heavily invested institutionals were Stifel Financial Corp ($4.58M), Mason & Associates Inc ($2.46M), LPL Financial LLC ($2.29M), Cetera Investment Advisers ($1.72M), Kovack Advisors Inc. ($1.58M), Fulcrum Equity Management ($1.50M), and Zimmermann Investment Management & Planning LLC ($1.38M).Learn more on CWS's institutional investors.

Which institutional investors have been buying AdvisorShares Focused Equity ETF stock?

Of the 25 institutional investors that purchased AdvisorShares Focused Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mason & Associates Inc ($40.50K), Fulcrum Equity Management ($27.89K), Cetera Investment Advisers ($27.63K), Zimmermann Investment Management & Planning LLC ($22.70K), Kovack Advisors Inc. ($17.54K), Catalytic Wealth RIA LLC ($14.22K), and LPL Financial LLC ($11.31K).

How much institutional buying is happening at AdvisorShares Focused Equity ETF?

Institutional investors have bought a total of 219,829 shares in the last 24 months. This purchase volume represents approximately $13.13M in transactions.

Which AdvisorShares Focused Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Focused Equity ETF stock in the last 24 months: Jane Street Group LLC ($19.87K), Spreng Capital Management Inc. ($4.98K), Mason & Associates Inc ($4.77K), Concourse Financial Group Securities Inc. ($2.12K), Cerity Partners LLC ($957.00), AE Wealth Management LLC ($618.00), and Kovack Advisors Inc. ($400.00).

How much institutional selling is happening at AdvisorShares Focused Equity ETF?

Institutional investors have sold a total of 33,888 shares in the last 24 months. This volume of shares sold represents approximately $2.22M in transactions.



This page (NYSEARCA:CWS) was last updated on 12/22/2024 by MarketBeat.com Staff
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