ADVISORSHARES TR (DWMC)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
1
Reporting holders
$2.0M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC | $2.0M | 61,258 | 0.31% | 4q | +0.7%+$14.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 1 | $2.0M | 61,258 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 3 | $2.0M | 69,834 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 2 | $1.6M | 59,837 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 4 | $1.7M | 59,804 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 5 | $2.9M | 102,239 | 0 | 2 | 3 | 0.0% |
| Q2 2022 | 5 | $4.5M | 151,873 | 1 | 1 | 3 | 0.0% |
| Q1 2022 | 5 | $5.3M | 146,928 | 0 | 1 | 3 | 0.0% |
| Q4 2021 | 10 | $7.2M | 185,296 | 2 | 6 | 2 | 0.0% |
| Q3 2021 | 8 | $5.6M | 149,208 | 0 | 2 | 5 | 0.0% |
| Q2 2021 | 8 | $5.9M | 155,797 | 1 | 4 | 2 | 0.0% |
| Q1 2021 | 8 | $5.2M | 152,085 | 6 | 0 | 2 | 0.0% |
| Q4 2020 | 2 | $1.4M | 49,714 | 0 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $1.1M | 49,260 | 2 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $918.0K | 43,910 | 1 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $768.0K | 48,034 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $1.3M | 52,932 | 0 | 0 | 2 | 0.0% |
| Q3 2019 | 2 | $1.2M | 54,402 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $254.0K | 11,339 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 2 | $408.0K | 18,640 | 0 | 1 | 0 | 0.0% |
| Q4 2018 | 3 | $1.9M | 101,565 | 0 | 0 | 0 | 0.0% |