ADVISORSHARES TR's ticker is HDGE and the CUSIP is 00768Y412. A total of 33 filers reported holding ADVISORSHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,000 | -37.9% | 43,226 | -40.1% | 0.00% | – |
| Q2 2023 | $1,631,000 | -59.5% | 72,143 | -54.4% | 0.00% | -100.0% |
| Q1 2023 | $4,028,000 | +51.3% | 158,372 | +71.1% | 0.00% | 0.0% |
| Q4 2022 | $2,662,000 | -55.7% | 92,567 | -53.4% | 0.00% | -50.0% |
| Q3 2022 | $6,012,000 | +41.2% | 198,628 | +49.5% | 0.00% | +100.0% |
| Q2 2022 | $4,257,000 | +67.0% | 132,831 | +27.4% | 0.00% | 0.0% |
| Q1 2022 | $2,549,000 | +38.6% | 104,275 | +39.8% | 0.00% | – |
| Q4 2021 | $1,839,000 | +10.4% | 74,580 | +15.0% | 0.00% | – |
| Q3 2021 | $1,666,000 | +111.4% | 64,825 | +89.2% | 0.00% | – |
| Q2 2021 | $788,000 | +13.1% | 34,271 | +24.5% | 0.00% | – |
| Q1 2021 | $697,000 | – | 27,518 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vanguard Capital Wealth Advisors | 48,998 | $1,148,023 | 1.06% |
| WEALTHSOURCE PARTNERS, LLC | 75,363 | $1,765,755 | 0.12% |
| WCG Wealth Advisors LLC | 65,952 | $1,545 | 0.11% |
| Janney Montgomery Scott LLC | 194,999 | $4,569 | 0.02% |
| OPTIMUM INVESTMENT ADVISORS | 800 | $18,744 | 0.01% |
| CIBC WORLD MARKET INC. | 119,347 | $2,796 | 0.01% |
| Stratos Wealth Partners, LTD. | 9,200 | $215,556 | 0.01% |
| HighTower Advisors, LLC | 94,168 | $2,205,000 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 101,647 | $2,381,589 | 0.00% |
| LPL Financial LLC | 184,274 | $4,317,540 | 0.00% |