MORGAN STANLEY - ADVISORSHARES TR ownership

ADVISORSHARES TR's ticker is YOLO and the CUSIP is 00768Y495. A total of 83 filers reported holding ADVISORSHARES TR in Q1 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.0%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of ADVISORSHARES TR
ValueSharesWeighting
Q3 2023$20,464
+21.3%
5,983
-8.9%
0.00%
Q2 2023$16,877
+10.2%
6,566
+24.4%
0.00%
Q1 2023$15,309
-11.2%
5,279
+10.3%
0.00%
Q4 2022$17,236
-21.7%
4,788
-8.6%
0.00%
Q3 2022$22,000
-8.3%
5,239
+16.9%
0.00%
Q2 2022$24,000
-54.7%
4,483
-10.9%
0.00%
Q1 2022$53,000
-41.1%
5,033
-27.2%
0.00%
Q4 2021$90,000
+12.5%
6,916
+43.5%
0.00%
Q3 2021$80,000
-38.0%
4,819
-21.8%
0.00%
Q2 2021$129,000
-21.3%
6,164
-11.0%
0.00%
Q1 2021$164,000
+76.3%
6,929
+26.6%
0.00%
Q4 2020$93,000
+158.3%
5,474
+64.2%
0.00%
Q3 2020$36,000
-12.2%
3,333
-17.5%
0.00%
Q2 2020$41,000
+24.2%
4,042
-4.7%
0.00%
Q1 2020$33,000
-54.8%
4,242
-30.9%
0.00%
Q4 2019$73,0006,1390.00%
Other shareholders
ADVISORSHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 48,260$165,0490.15%
Navis Wealth Advisors, LLC 25,268$86,4160.12%
Waycross Investment Management Co 15,500$53,0100.06%
OLD MISSION CAPITAL LLC 256,082$875,8000.02%
Alera Investment Advisors, LLC 24,138$82,5520.01%
AllSquare Wealth Management LLC 3,150$10,7730.01%
Mutual Advisors, LLC 35,183$120,3250.01%
IHT Wealth Management, LLC 12,363$42,2820.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 6,000$20,5200.00%
Lindbrook Capital, LLC 1,450$4,9590.00%
View complete list of ADVISORSHARES TR shareholders