Who owns ADVISORS SER TR?
- Ticker: KAT
- CUSIP Number: 00770x220
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Analyze quarterly positions in Advisors Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Advisors Ser Tr stock
Who bought or sold ADVISORS SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Scharf Investments | 4.7M | $259M | -8% | Dec 2025 |
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| Colony | 2.7M | $146M | 25% | Dec 2025 |
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| Intellectus Partners | 223k | $12M | -8% | Dec 2025 |
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| Cambridge Investment Research Advisors | 187k | $10M | -4% | Dec 2025 |
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| HighTower Advisors | 184k | $10M | 1% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 119k | $6.6M | 100% | Dec 2025 |
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| CI Private Wealth | 57k | $3.1M | 8% | Dec 2025 |
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| Mariner Wealth Advisors | 55k | $3.0M | 1027% | Dec 2025 |
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| Raymond James Financial | 48k | $2.6M | 9% | Dec 2025 |
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| Ashton Thomas Private Wealth | 39k | $2.2M | 0% | Dec 2025 |
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| Jane Street | 29k | $1.6M | -68% | Dec 2025 |
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| Susquehanna International | 25k | $1.4M | 594% | Dec 2025 |
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| Mercer Global Advisors | 19k | $1.0M | -6% | Dec 2025 |
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| LPL Financial | 15k | $815k | 4% | Dec 2025 |
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| Ashton Thomas Securities | 14k | $749k | 27% | Dec 2025 |
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| Wells Fargo & Company | 14k | $741k | 100% | Dec 2025 |
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| Summit Financial | 10k | $547k | -12% | Dec 2025 |
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| We Are One Seven | 9.3k | $511k | -12% | Dec 2025 |
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| Thrivent Financial for Lutherans | 7.0k | $384k | 100% | Dec 2025 |
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| Burns Wealth Management | 5.1k | $283k | 0% | Dec 2025 |
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| Apollon Wealth Management | 4.5k | $248k | 0% | Dec 2025 |
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| CLS Investments | 4.4k | $240k | 0% | Dec 2025 |
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| Abound Wealth Management | 3.8k | $207k | -4% | Dec 2025 |
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| Pnc Financial Services | 3.5k | $195k | 0% | Dec 2025 |
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| Pinnacle Bank | 2.3k | $126k | 100% | Dec 2025 |
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| Brian McDonald | 1.3k | $73k | 0% | Dec 2025 |
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| Us Bancorp | 1.3k | $70k | 0% | Dec 2025 |
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| Advisor Group Holdings | 625.00 | $34k | 0% | Dec 2025 |
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| Hartland & Co | 583.00 | $32k | 0% | Dec 2025 |
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| UBS Group | 328.00 | $18k | -99% | Dec 2025 |
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| FMR | 234.00 | $13k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 210.00 | $12k | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 201.00 | $11k | 100% | Sep 2025 |
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| Assetmark | 161.00 | $8.9k | -35% | Dec 2025 |
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| Tucker Asset Management | 22.00 | $1.2k | 100% | Dec 2025 |
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Who sold out of Advisors Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sanctuary Advisors | Sep 2025 | 85k | $4.8M |
| Envestnet Asset Management | Sep 2025 | 4.3k | $240k |