WMS Partners, LLC - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is MSOS and the CUSIP is 00768Y453. A total of 174 filers reported holding ADVISORSHARES TR in Q1 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q4 2022$74,548
-72.7%
10,665
-65.2%
0.01%
-81.1%
Q3 2022$273,000
+148.2%
30,665
+187.5%
0.04%
+117.6%
Q2 2022$110,000
-50.7%
10,665
-0.2%
0.02%
-45.2%
Q1 2022$223,000
-17.7%
10,683
+1.0%
0.03%
-46.6%
Q4 2021$271,000
-18.1%
10,581
+0.8%
0.06%
+18.4%
Q3 2021$331,000
-51.7%
10,500
-38.7%
0.05%
-51.5%
Q2 2021$685,000
-2.1%
17,117
+3.7%
0.10%
-36.5%
Q1 2021$700,00016,5000.16%
Other shareholders
ADVISORSHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cheyne Capital Management (UK) LLP 180,401$5,693,0003.39%
Navis Wealth Advisors, LLC 103,589$3,269,0002.28%
Financial Enhancement Group LLC 350,487$11,061,0002.09%
Danda Trouve Investment Management, Inc. 46,535$1,469,0001.77%
Raffles Associates 50,000$1,578,0001.46%
PEAK FINANCIAL ADVISORS LLC 50,553$1,595,0001.40%
HARBERT FUND ADVISORS, INC. 120,000$3,787,0001.34%
Zuckerman Investment Group, LLC 244,607$7,720,0001.28%
Gerber Kawasaki Wealth & Investment Management 232,606$7,341,0000.95%
INTREPID CAPITAL MANAGEMENT INC 54,142$1,709,0000.84%
View complete list of ADVISORSHARES TR shareholders