ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 40 filers reported holding ADVISORSHARES TR in Q1 2020. The put-call ratio across all filers is 0.50 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124 | +26.5% | 36,284 | -4.4% | 0.00% | – |
| Q2 2023 | $98 | -17.6% | 37,955 | -7.5% | 0.00% | -100.0% |
| Q1 2023 | $119 | -22.2% | 41,012 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $153 | -99.9% | 42,408 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $173,000 | -20.6% | 40,742 | -1.9% | 0.00% | 0.0% |
| Q2 2022 | $218,000 | -51.7% | 41,519 | -1.5% | 0.00% | -50.0% |
| Q1 2022 | $451,000 | -30.8% | 42,130 | -16.0% | 0.00% | -33.3% |
| Q4 2021 | $652,000 | -18.8% | 50,152 | +2.7% | 0.00% | -25.0% |
| Q3 2021 | $803,000 | -21.0% | 48,814 | +1.3% | 0.00% | -20.0% |
| Q2 2021 | $1,017,000 | -7.4% | 48,199 | +3.8% | 0.01% | -16.7% |
| Q1 2021 | $1,098,000 | +60.1% | 46,438 | +15.1% | 0.01% | +50.0% |
| Q4 2020 | $686,000 | +96.0% | 40,345 | +23.6% | 0.00% | +100.0% |
| Q3 2020 | $350,000 | +29.6% | 32,640 | +23.4% | 0.00% | 0.0% |
| Q2 2020 | $270,000 | +47.5% | 26,440 | +11.9% | 0.00% | 0.0% |
| Q1 2020 | $183,000 | +1.1% | 23,632 | +56.2% | 0.00% | +100.0% |
| Q4 2019 | $181,000 | -30.1% | 15,134 | -14.8% | 0.00% | -50.0% |
| Q3 2019 | $259,000 | – | 17,765 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 62,450 | $1,476,000 | 1.14% |
| Florin Court Capital LLP | 25,700 | $608,000 | 0.64% |
| A. D. Beadell Investment Counsel, Inc. | 34,950 | $826,000 | 0.56% |
| Spectrum Asset Management, Inc. (NB/CA) | 16,329 | $386,000 | 0.12% |
| VALLEY NATIONAL ADVISERS INC | 12,652 | $299,000 | 0.06% |
| NEXT Financial Group, Inc | 25,410 | $601,000 | 0.05% |
| Kestra Advisory Services, LLC | 129,600 | $3,064,000 | 0.04% |
| ROCKY MOUNTAIN ADVISERS, LLC | 750 | $18,000 | 0.03% |
| PECONIC PARTNERS LLC | 10,000 | $236,000 | 0.02% |
| WOLFF WIESE MAGANA LLC | 1,125 | $27,000 | 0.02% |