ADVISORSHARES TR (MINC)
Institutional ownership reported to the SEC as of Q3 2023, across 20 quarters.
3
Reporting holders
$29.5K
Reported value
0.0%
Held as options
-20
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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | $25.2K | 563 | 0.01% | 7q | HELD |
| IFP Advisors, Inc | $3.9K | 87 | 0.00% | 21q | -75.0%-$11.7K |
| ASSETMARK, INC | $344 | 8 | 0.00% | 4q | HELD |
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 | 3 | $29.5K | 658 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 23 | $8.0M | 177,829 | 0 | 3 | 8 | 0.0% |
| Q1 2023 | 25 | $9.2M | 204,206 | 1 | 5 | 9 | 0.0% |
| Q4 2022 | 24 | $12.0M | 270,247 | 3 | 1 | 12 | 0.0% |
| Q3 2022 | 26 | $28.9M | 646,213 | 0 | 5 | 11 | 0.0% |
| Q2 2022 | 35 | $51.4M | 1,126,490 | 3 | 6 | 18 | 0.0% |
| Q1 2022 | 33 | $60.3M | 1,287,452 | 4 | 11 | 9 | 0.0% |
| Q4 2021 | 32 | $64.4M | 1,304,274 | 4 | 5 | 13 | 0.0% |
| Q3 2021 | 32 | $63.2M | 1,294,386 | 0 | 16 | 5 | 0.0% |
| Q2 2021 | 36 | $54.4M | 1,114,871 | 6 | 11 | 7 | 0.0% |
| Q1 2021 | 31 | $47.4M | 974,092 | 8 | 6 | 6 | 0.0% |
| Q4 2020 | 29 | $15.9M | 323,146 | 4 | 6 | 8 | 0.0% |
| Q3 2020 | 26 | $17.7M | 364,305 | 3 | 6 | 8 | 0.0% |
| Q2 2020 | 30 | $17.1M | 354,880 | 2 | 4 | 15 | 0.0% |
| Q1 2020 | 35 | $17.5M | 387,817 | 4 | 5 | 18 | 0.0% |
| Q4 2019 | 42 | $24.5M | 505,556 | 7 | 8 | 12 | 0.0% |
| Q3 2019 | 34 | $23.1M | 476,073 | 1 | 9 | 13 | 0.0% |
| Q2 2019 | 39 | $24.5M | 506,584 | 4 | 7 | 17 | 0.0% |
| Q1 2019 | 41 | $54.7M | 1,137,678 | 2 | 13 | 21 | 0.0% |
| Q4 2018 | 41 | $70.7M | 1,494,064 | 1 | 1 | 3 | 0.0% |