Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
88,333
-
Shares change
-
-11,508
-
Total reported value, excl. options
-
$8,426,754
-
Value change
-
-$1,044,399
-
Number of buys
-
4
-
Number of sells
-
-9
-
Price
-
$95.39
Significant Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q2 2021
27 filings reported holding SURE - ADVISORSHARES TR - INSIDER ADVANTA as of Q2 2021.
ADVISORSHARES TR - INSIDER ADVANTA (SURE) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 88,333 shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (17,771 shares), LPL Financial LLC (13,124 shares), MORGAN STANLEY (9,780 shares), Private Advisor Group, LLC (7,125 shares), Raymond James Financial Services Advisors, Inc. (6,154 shares), 9258 Wealth Management, LLC (5,490 shares), Flaharty Asset Management, LLC (5,385 shares), Belpointe Asset Management LLC (4,385 shares), 20/20 Capital Management, Inc. (3,904 shares), and Ancora Advisors, LLC (3,821 shares).
This table shows the top 24 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.