Purchases and Sales Made in Q1 2023 in Advisorshares Tr Newfleet Mult (MINC)
This table provides information about the institutional ownership of Advisorshares Tr Newfleet Mult (MINC) during Q1 2023. The information is specifically focused on institutions that hold shares of ADVISORSHARES TR NEWFLEET MULT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.49K+ 4670.5% |
$289K - $294K
|
6.63K
$0
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.16K+ 31.45% |
$141K - $143K
|
13.2K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 6.32% |
$52.9K - $53.8K
|
20K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
210+ 0.95% |
$9.34K - $9.5K
|
22.3K
$0
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$4.45K - $4.53K
|
100
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11New |
$489 - $498
|
11
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.35% |
$89 - $90.5
|
563
$0
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 9.09% |
$133 - $136
|
30
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38- 1.53% |
$1.69K - $1.72K
|
2.45K
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-138- 61.33% |
$6.14K - $6.24K
|
87
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-465- 3.73% |
$20.7K - $21K
|
12K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-497- 3.33% |
$22.1K - $22.5K
|
14.4K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.65K- 93.08% |
$73.6K - $74.8K
|
123
$0
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.44K- 26.61% |
$242K - $246K
|
15K
$0
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-7.98K- 62.13% |
$355K - $361K
|
4.86K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.92K- 14.76% |
$397K - $404K
|
51.5K
$0
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67K- 89.26% |
$2.98M - $3.03M
|
8.06K
$0
|