Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / GERBER KAWASAKI
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Number of holders
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5
-
Total 13F shares, excl. options
-
512K
-
Shares change
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+45.8K
-
Total reported value, excl. options
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$8.7M
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Value change
-
+$779K
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Number of buys
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4
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Price
-
$17.00
Significant Holders of ADVISORSHARES TR - GERBER KAWASAKI (GK) as of Q1 2023
6 filings reported holding GK - ADVISORSHARES TR - GERBER KAWASAKI as of Q1 2023.
ADVISORSHARES TR - GERBER KAWASAKI (GK) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 512K shares
.
Largest 6 shareholders include Gerber Kawasaki Wealth & Investment Management (497K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13.9K shares), BANK OF MONTREAL /CAN/ (718 shares), WELLS FARGO & COMPANY/MN (498 shares), True Wealth Design, LLC (150 shares), and Federation des caisses Desjardins du Quebec (50 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.