Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
613,865
-
Shares change
-
-67,521
-
Total reported value, excl. options
-
$33,990,861
-
Value change
-
-$3,533,575
-
Number of buys
-
17
-
Number of sells
-
-14
-
Price
-
$55.37
Significant Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q4 2014
37 filings reported holding SURE - ADVISORSHARES TR - INSIDER ADVANTA as of Q4 2014.
ADVISORSHARES TR - INSIDER ADVANTA (SURE) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 613,865 shares
.
Largest 10 shareholders include LPL Financial LLC (207,755 shares), MORGAN STANLEY (63,626 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (61,373 shares), UBS Group AG (43,192 shares), MetLife Securities, Inc (32,490 shares), CLS Investments, LLC (24,000 shares), STIFEL FINANCIAL CORP (21,360 shares), First Allied Advisory Services, Inc. (17,612 shares), Ancora Advisors, LLC (15,867 shares), and USCA RIA LLC (15,152 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.