Institutional Ownership Advisorshares Tr Psychedelics (PSIL)
This table provides information about the institutional ownership of Advisorshares Tr Psychedelics (PSIL). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 551,148 shares, which have been reported (via 13F filing form) to have a value of $446,000.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
164,081
shares
|
$132,905
0.0% of portfolio
|
Q1 2024
Added 10.78%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
136,081
shares
|
$110,225
0.06% of portfolio
|
Q4 2022
Reduced 2.99%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
91,743
shares
|
$74,311
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
44,619
shares
|
$36,141
0.0% of portfolio
|
Q2 2024
Added 9.48%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
36,718
shares
|
$29,741
0.0% of portfolio
|
Q2 2024
Added 90.25%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
30,333
shares
|
$24,569
0.0% of portfolio
|
Q1 2024
Added 15.19%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
20,000
shares
|
$16,200
0.0% of portfolio
|
Q4 2022
Added 17.65%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
11,024
shares
|
$8,929
0.0% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
8,857
shares
|
$7,174
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
2,312
shares
|
$1,872
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fny Investment Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
2,000
shares
|
$1,620
0.0% of portfolio
|
Q4 2021
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$810
0.0% of portfolio
|
Q2 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
825
shares
|
$668
0.0% of portfolio
|
Q4 2022
Added 57.14%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
760
shares
|
$615
0.0% of portfolio
|
Q3 2023
Added 4.11%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
380
shares
|
$307
0.0% of portfolio
|
Q3 2023
Added 90.0%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
310
shares
|
$251
0.0% of portfolio
|
Q3 2022
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
105
shares
|
$85
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|