Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
108,240
-
Shares change
-
+23,811
-
Total reported value, excl. options
-
$10,118,488
-
Value change
-
+$2,220,405
-
Number of buys
-
8
-
Number of sells
-
-6
-
Price
-
$93.48
Significant Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q3 2021
25 filings reported holding SURE - ADVISORSHARES TR - INSIDER ADVANTA as of Q3 2021.
ADVISORSHARES TR - INSIDER ADVANTA (SURE) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 108,240 shares
.
Largest 10 shareholders include ADVISOR GROUP HOLDINGS, INC. (18,272 shares), LPL Financial LLC (15,180 shares), ROYAL BANK OF CANADA (14,955 shares), Private Advisor Group, LLC (13,850 shares), MORGAN STANLEY (9,773 shares), Raymond James Financial Services Advisors, Inc. (6,126 shares), 9258 Wealth Management, LLC (5,490 shares), Flaharty Asset Management, LLC (5,385 shares), Belpointe Asset Management LLC (4,542 shares), and Cetera Advisor Networks LLC (3,863 shares).
This table shows the top 22 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.