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 | 4.4M | $239M | -3% | Jun 2026 |
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| Colony | 2.3M | $126M | -7% | Jun 2026 |
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| Morgan Stanley | 1.0M | $56M | -7% | Mar 2026 |
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| Intellectus Partners | 208k | $11M | -4% | Jun 2026 |
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| Susquehanna International | 202k | $11M | 800% | Jun 2026 |
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| HighTower Advisors | 177k | $9.6M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 165k | $8.9M | -5% | Jun 2026 |
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| Roehl & Yi Investment Advisors | 72k | $3.9M | -2% | Jun 2026 |
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| Quantinno Capital Management | 56k | $3.0M | -33% | Jun 2026 |
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| CI Private Wealth | 52k | $2.8M | -1% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 52k | $2.8M | -31% | Jun 2026 |
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| Sanctuary Advisors | 50k | $2.7M | 0% | Jun 2026 |
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| Raymond James Financial | 44k | $2.4M | -4% | Jun 2026 |
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| Ashton Thomas Private Wealth | 36k | $2.0M | -5% | Jun 2026 |
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| Mercer Global Advisors | 18k | $970k | -3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 15k | $843k | 100% | Jun 2026 |
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| Ashton Thomas Securities | 15k | $784k | 0% | Jun 2026 |
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| LPL Financial | 14k | $779k | -8% | Jun 2026 |
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| We Are One Seven | 7.7k | $418k | -2% | Jun 2026 |
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| Summit Financial | 7.5k | $403k | -16% | Jun 2026 |
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| Mariner Wealth Advisors | 6.7k | $363k | 38% | Jun 2026 |
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| Jane Street | 6.6k | $358k | -87% | Jun 2026 |
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| Citadel Advisors | 6.5k | $353k | -92% | Jun 2026 |
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| Ridge Creek Global | 5.3k | $289k | 0% | Jun 2026 |
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| Greenwood Capital Associates | 5.1k | $278k | 100% | Jun 2026 |
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| Burns Wealth Management | 5.1k | $276k | 0% | Mar 2026 |
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| Apollon Wealth Management | 4.1k | $219k | -10% | Jun 2026 |
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| Abound Wealth Management | 3.4k | $185k | -5% | Jun 2026 |
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| Pinnacle Bank | 2.3k | $124k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.3k | $71k | 0% | Jun 2026 |
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| Us Bancorp | 1.3k | $69k | 0% | Jun 2026 |
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| Hartland & Co | 583.00 | $32k | 0% | Jun 2026 |
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| IFP Advisors | 255.00 | $14k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 210.00 | $11k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 201.00 | $11k | 100% | Jun 2026 |
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| Assetmark | 161.00 | $8.7k | 0% | Jun 2026 |
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| Advisor Group Holdings | 67.00 | $3.6k | -89% | Jun 2026 |
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| UBS Group | 34.00 | $1.8k | -78% | Jun 2026 |
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Who sold out of Advisors Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Trail Advisors | Mar 2026 | 6.5k | $351k |
| CLS Investments | Mar 2026 | 4.0k | $215k |
| Pnc Financial Services | Mar 2026 | 2.0k | $107k |