Latest Institutional Transactions on Advisorshares Tr Pure Cannabis (YOLO)
This table provides information on the latest institutional transactions involving Advisorshares Tr Pure Cannabis (YOLO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.7% |
$3.02 - $3.61
|
38
$75.2
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
591New |
$1.78K - $2.13K
|
591
$1.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
928+ 36.99% |
$2.8K - $3.35K
|
3.44K
$6.81K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1K- 68.97% |
$3.02K - $3.61K
|
450
$891
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 10.24% |
$9.42K - $11.3K
|
27.4K
$54.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.5K+ 14.29% |
$4.53K - $5.42K
|
12K
$23.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
128+ 0.88% |
$387 - $462
|
14.7K
$29.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 1.56% |
$12.1 - $14.4
|
260
$515
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 87.5% |
$21.1 - $25.3
|
1
$1.98
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
18+ 1.19% |
$54.4 - $65
|
1.54K
$3.04K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
160New |
$483 - $578
|
160
$317
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
500New |
$1.51K - $1.81K
|
500
$990
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.02KNew |
$6.78K - $9.19K
|
2.02K
$4K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$43.2K - $58.4K
|
12.8K
$25.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.1KNew |
$3.68K - $4.98K
|
1.1K
$2.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$3.36K - $4.55K
|
1K
$1.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-184- 35.11% |
$618 - $837
|
340
$673
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-319Closed |
$1.07K - $1.45K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$33.6 - $45.5
|
10
$19.8
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-478- 4.2% |
$1.45K - $1.97K
|
10.9K
$21.6K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.95KNew |
$4.78K - $6.65K
|
1.95K
$3.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
89New |
$218 - $303
|
89
$176
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
300New |
$735 - $1.02K
|
300
$594
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
300New |
$735 - $1.02K
|
300
$594
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
155New |
$380 - $529
|
155
$307
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
893New |
$2.2K - $3.53K
|
893
$1.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.69KNew |
$4.16K - $6.68K
|
1.69K
$3.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
254New |
$625 - $1K
|
254
$503
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
105New |
$258 - $415
|
105
$208
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200New |
$492 - $790
|
200
$396
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.48K- 12.63% |
$6.1K - $9.8K
|
17.2K
$34K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$4.92 - $7.9
|
1.06K
$2.09K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200+ 100.0% |
$492 - $790
|
400
$792
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
300New |
$765 - $897
|
300
$594
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 3.23% |
$510 - $598
|
6K
$11.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220New |
$561 - $658
|
220
$436
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
104New |
$265 - $311
|
104
$206
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
500New |
$1.28K - $1.5K
|
500
$990
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-627- 81.53% |
$1.6K - $1.87K
|
142
$281
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 18.12% |
$255 - $299
|
652
$1.29K
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
$72.5 - $99.3
|
25
$49.5
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.74KNew |
$25.3K - $34.7K
|
8.74K
$17.3K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.79% |
$2.9 - $3.97
|
57
$113
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-455- 4.33% |
$1.32K - $1.81K
|
10.1K
$19.9K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$11.6 - $15.9
|
4
$7.92
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.76KNew |
$8.01K - $11K
|
2.76K
$5.47K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-26K- 6.25% |
$75.4K - $103K
|
390K
$772K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9New |
$26.1 - $35.7
|
9
$17.8
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
256New |
$742 - $1.02K
|
256
$507
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.11% |
$2.9 - $3.97
|
893
$1.77K
|
|