Purchases and Sales Made in Q4 2024 in Advisorshares Tr Pure Us Canna (MSOS)
This table provides information about the institutional ownership of Advisorshares Tr Pure Us Canna (MSOS) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
187K+ 112.04% |
$661K - $1.46M
|
355K
$1.24M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
35.5K+ 165.1% |
$125K - $277K
|
57K
$200K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
34.8K+ 123.25% |
$123K - $271K
|
63K
$221K
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
33K+ 153.49% |
$116K - $257K
|
54.5K
$191K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$115K - $254K
|
32.6K
$114K
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.7K+ 104.46% |
$76.5K - $169K
|
42.4K
$148K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.4K+ 24.46% |
$71.9K - $159K
|
104K
$363K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.1KNew |
$70.9K - $157K
|
20.1K
$70.3K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.3KNew |
$61.1K - $135K
|
17.3K
$60.6K
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$41.9K - $92.6K
|
11.9K
$41.6K
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$39.2K - $86.6K
|
11.1K
$38.9K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3.25KNew |
$11.5K - $25.4K
|
3.25K
$11.4K
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.5KNew |
$8.83K - $19.5K
|
2.5K
$8.75K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2K+ 8.06% |
$7.06K - $15.6K
|
26.8K
$93.8K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.12KNew |
$3.94K - $8.7K
|
1.12K
$3.9K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
827+ 7.58% |
$2.92K - $6.45K
|
11.7K
$41.1K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
671New |
$2.37K - $5.23K
|
671
$2.35K
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
150+ 75.0% |
$530 - $1.17K
|
350
$1.23K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
134New |
$473 - $1.05K
|
134
$469
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
100New |
$353 - $780
|
100
$350
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81+ 385.71% |
$286 - $632
|
102
$357
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10New |
$35.3 - $78
|
10
$35
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 95.24% |
$706 - $1.56K
|
10
$35
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-620- 12.53% |
$2.19K - $4.84K
|
4.33K
$15.2K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.95K- 3.78% |
$17.5K - $38.6K
|
126K
$441K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12K- 42.11% |
$42.4K - $93.6K
|
16.5K
$57.8K
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-13.8K- 40.74% |
$48.5K - $107K
|
20K
$70K
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-28.5K- 65.83% |
$101K - $223K
|
14.8K
$51.8K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-104K- 60.08% |
$368K - $813K
|
69.3K
$242K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-262K- 60.1% |
$925K - $2.04M
|
174K
$609K
|