ADVISORSHARES TR's ticker is MINC and the CUSIP is 00768Y727. A total of 26 filers reported holding ADVISORSHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $92,362 | -89.7% | 2,062 | -89.7% | 0.00% | -100.0% |
| Q1 2023 | $896,375 | +7.1% | 19,990 | +6.3% | 0.00% | 0.0% |
| Q4 2022 | $837,000 | -4.5% | 18,801 | -4.0% | 0.00% | 0.0% |
| Q3 2022 | $876,000 | -2.7% | 19,575 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $900,000 | +28.6% | 19,723 | +23.0% | 0.00% | +100.0% |
| Q1 2022 | $700,000 | -0.4% | 16,040 | +10.4% | 0.00% | 0.0% |
| Q4 2021 | $703,000 | -8.0% | 14,523 | -7.2% | 0.00% | -50.0% |
| Q3 2021 | $764,000 | +13.5% | 15,658 | +13.5% | 0.00% | +100.0% |
| Q2 2021 | $673,000 | +7.9% | 13,800 | +7.7% | 0.00% | -50.0% |
| Q1 2021 | $624,000 | +7.6% | 12,817 | +8.6% | 0.00% | 0.0% |
| Q4 2020 | $580,000 | +25.0% | 11,805 | +23.3% | 0.00% | +100.0% |
| Q3 2020 | $464,000 | +27.1% | 9,572 | +26.2% | 0.00% | 0.0% |
| Q2 2020 | $365,000 | -1.9% | 7,585 | -7.6% | 0.00% | -50.0% |
| Q1 2020 | $372,000 | – | 8,209 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 558,037 | $27,137,000 | 9.46% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 2,078,860 | $101,095,000 | 5.64% |
| AE Wealth Management LLC | 88,494 | $4,303,000 | 0.80% |
| Darwin Wealth Management, LLC | 26,124 | $1,270,000 | 0.74% |
| Cognios Capital, LLC | 24,695 | $1,200,000 | 0.40% |
| Royal Fund Management, LLC | 14,532 | $706,000 | 0.34% |
| Yorktown Management & Research Co Inc | 25,000 | $1,216,000 | 0.32% |
| Burt Wealth Advisors | 8,775 | $427,000 | 0.31% |
| Simplicity Solutions, LLC | 14,549 | $708,000 | 0.11% |
| Freedom Investment Management, Inc. | 18,268 | $888,000 | 0.05% |