Q1 2014 13F Holders as of 31 Mar 2014
-
Type / Class
-
Equity / INSIDER ADVANTA
-
Total 13F shares
-
468,048
-
Share change
-
+67,098
-
Total reported value
-
$23,228,334
-
Price per share
-
$49.63
-
Number of holders
-
27
-
Value change
-
+$3,385,593
-
Number of buys
-
18
-
Number of sells
-
8
Institutional Holders of ADVISORSHARES TR - INSIDER ADVANTA (SURE) as of Q1 2014
As of 31 Mar 2014,
ADVISORSHARES TR - INSIDER ADVANTA (SURE) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
468,048 shares.
The largest 10 holders included
LPL Financial LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, ATRIA INVESTMENTS LLC, MORGAN STANLEY, MetLife Securities, Inc, UBS AG, CLS Investments, LLC, First Allied Advisory Services, Inc., Ancora Advisors, LLC, and STIFEL FINANCIAL CORP.
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| 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.