Purchases and Sales Made in Q1 2023 in Advisorshares Tr Pure Us Canna (MSOS)
This table provides information about the institutional ownership of Advisorshares Tr Pure Us Canna (MSOS) during Q1 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES TR PURE US CANNA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
290New |
$1.65K - $2.11K
|
290
$1.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
200New |
$1.14K - $1.45K
|
200
$762
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
200New |
$1.14K - $1.45K
|
200
$762
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
162New |
$922 - $1.18K
|
162
$617
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
150New |
$854 - $1.09K
|
150
$572
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$723 - $922
|
127
$484
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$569 - $726
|
100
$381
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89+ 0.62% |
$506 - $646
|
14.4K
$54.8K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
80New |
$455 - $581
|
80
$305
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75+ 0.37% |
$427 - $545
|
20.2K
$76.9K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
74+ 0.51% |
$421 - $537
|
14.5K
$55.1K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
55New |
$313 - $399
|
55
$210
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
55New |
$313 - $399
|
55
$210
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
38+ 0.08% |
$216 - $276
|
46.2K
$176K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23New |
$131 - $167
|
23
$87.6
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 16.35% |
$96.7 - $123
|
121
$461
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7New |
$39.8 - $50.8
|
7
$26.7
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5New |
$28.5 - $36.3
|
5
$19.1
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.4% |
$5.69 - $7.26
|
248
$945
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 0.3% |
$22.8 - $29
|
1.31K
$4.99K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 0.68% |
$364 - $465
|
9.33K
$35.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69- 5.26% |
$393 - $501
|
1.24K
$4.74K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-133- 52.57% |
$757 - $966
|
120
$457
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-213- 17.01% |
$1.21K - $1.55K
|
1.04K
$3.96K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-288- 15.43% |
$1.64K - $2.09K
|
1.58K
$6.01K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-401- 1.59% |
$2.28K - $2.91K
|
24.8K
$94.5K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 40.78% |
$2.39K - $3.05K
|
610
$2.32K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-444- 50.98% |
$2.53K - $3.22K
|
427
$1.63K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-500- 25.25% |
$2.85K - $3.63K
|
1.48K
$5.64K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-531- 96.2% |
$3.02K - $3.86K
|
21
$80
|
|
|
May 12, 2023
Q1 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-600- 0.93% |
$3.41K - $4.36K
|
64.2K
$245K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-800- 12.78% |
$4.55K - $5.81K
|
5.46K
$20.8K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-800- 1.55% |
$4.55K - $5.81K
|
50.9K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1K- 4.31% |
$5.69K - $7.26K
|
22.2K
$84.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 8.13% |
$6.26K - $7.99K
|
12.4K
$47.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 10.21% |
$6.81K - $8.68K
|
10.5K
$40.1K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 3.45% |
$6.85K - $8.74K
|
33.7K
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 1.18% |
$7.57K - $9.66K
|
111K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.52K- 11.03% |
$8.67K - $11.1K
|
12.3K
$46.8K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1.75KClosed |
$9.96K - $12.7K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.77K- 5.47% |
$10K - $12.8K
|
30.5K
$116K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 85.6% |
$10.1K - $12.9K
|
300
$1.14K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 5.03% |
$13K - $16.6K
|
43.1K
$164K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.81K- 10.09% |
$16K - $20.4K
|
25K
$95.3K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.16K- 11.44% |
$18K - $22.9K
|
24.5K
$93.2K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-4.69K- 8.72% |
$26.7K - $34.1K
|
49.2K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.53K- 43.24% |
$31.5K - $40.2K
|
7.26K
$27.7K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.34K- 2.54% |
$36K - $46K
|
243K
$927K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.86K- 2.52% |
$39K - $49.8K
|
265K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.05K- 20.14% |
$40.1K - $51.2K
|
27.9K
$106K
|