AdvisorShares Newfleet Multi-Sector Income ETF (MINC) Institutional Ownership

$44.71
+0.01 (+0.01%)
(As of 09/22/2023)

Institutional Ownership Changes (13F Filings) for AdvisorShares Newfleet Multi-Sector Income ETF (NYSEARCA:MINC)

Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$672.46K
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MINC Institutional Buying and Selling by Quarter

AdvisorShares Newfleet Multi-Sector Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/31/2023LPL Financial LLC9,167$411K0.0%-36.4%2.351%
7/25/2023Richard W. Paul & Associates LLC8,715$390K0.2%-27.3%2.126%
7/13/2023Cambridge Investment Research Advisors Inc.14,501$650K0.0%-3.3%3.537%
7/10/2023AE Wealth Management LLC45,988$2.06M0.0%-10.7%11.217%
4/24/2023Richard W. Paul & Associates LLC11,991$538K0.2%-3.7%2.925%
4/14/2023AE Wealth Management LLC51,501$2.31M0.0%-14.8%12.561%
4/13/2023 Accurate Wealth Management LLC6,631$299K0.1%+4,670.5%1.617%
4/13/2023 Burt Wealth Advisors4,861$218K0.1%-62.1%1.186%
2/8/2023Cambridge Investment Research Advisors Inc.20,441$910K0.0%-7.9%4.542%
2/7/2023Richard W. Paul & Associates LLC12,456$554K0.3%N/A2.768%
2/7/2023LPL Financial LLC14,920$664K0.0%-30.6%3.316%
1/31/2023AE Wealth Management LLC60,420$2.69M0.0%-2.7%13.427%
1/27/2023Beacon Capital Management LLC565$25K0.0%-37.3%0.126%
1/18/2023Retirement Financial Solutions LLC614$27K0.0%N/A0.125%
1/17/2023 Burt Wealth Advisors12,836$571K0.2%-6.7%2.620%
11/10/2022Envestnet Asset Management Inc.173,249$7.75M0.0%-52.5%19.687%
11/3/2022 Global Retirement Partners LLC4,659$207K0.0%+30.3%0.529%
10/25/2022Janney Montgomery Scott LLC14,473$648K0.0%-54.7%1.556%
10/25/2022 Raymond James & Associates124,395$5.57M0.0%-54.1%13.376%
10/25/2022AE Wealth Management LLC62,100$2.78M0.0%-9.7%6.677%
10/17/2022Cambridge Investment Research Advisors Inc.22,186$993K0.0%-2.7%2.219%
10/14/2022Private Advisor Group LLC17,739$793K0.0%-51.0%1.774%
10/11/2022 Burt Wealth Advisors13,754$615K0.2%+58.3%1.375%
8/3/2022Envestnet Asset Management Inc.365,008$16.65M0.0%-4.5%25.525%
8/3/2022Janney Montgomery Scott LLC31,924$1.46M0.0%-27.6%1.735%
8/3/2022AE Wealth Management LLC68,757$3.14M0.0%-11.8%3.737%
7/29/2022 Burt Wealth Advisors8,691$396K0.1%+42.2%0.472%
7/27/2022J.W. Cole Advisors Inc.4,586$209K0.0%-73.7%0.249%
7/22/2022Spire Wealth Management22,606$1.03M0.0%N/A1.229%
7/18/2022Brinker Capital Investments LLC6,911$315K0.0%-3.9%0.376%
7/14/2022Orion Portfolio Solutions LLC6,672$304K0.0%-4.0%0.363%
7/13/2022Private Advisor Group LLC36,214$1.65M0.0%-11.6%1.968%
7/13/2022Cambridge Investment Research Advisors Inc.22,799$1.04M0.0%-4.0%1.239%
7/11/2022 Gradient Investments LLC2,747$125K0.0%+9.6%0.149%
6/10/2022J.W. Cole Advisors Inc.17,415$817K0.1%-2.6%0.854%
5/12/2022Raleigh Capital Management Inc.631$30K0.0%N/A0.031%
5/12/2022Private Advisor Group LLC40,967$1.92M0.0%+18.0%2.008%
5/11/2022 Raymond James & Associates369,773$17.34M0.0%+1.5%18.126%
5/9/2022Concourse Financial Group Securities Inc.2,060$97K0.0%-30.5%0.101%
5/4/2022Janney Montgomery Scott LLC44,095$2.07M0.0%+3.2%2.162%
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5/4/2022Advisor Group Holdings Inc.16,040$700K0.0%+10.4%0.786%
5/4/2022Envestnet Asset Management Inc.382,138$17.92M0.0%+1.0%18.732%
4/27/2022Vestmark Advisory Solutions Inc.4,947$232K0.0%N/A0.243%
4/19/2022 Burt Wealth Advisors6,113$287K0.1%-30.7%0.300%
4/18/2022AE Wealth Management LLC77,963$3.66M0.0%-8.5%3.822%
4/12/2022 Brookstone Capital Management5,148$241K0.0%+18.6%0.252%
4/11/2022Atlas Private Wealth Advisors6,855$331K0.2%N/A0.336%
2/14/2022Stringer Asset Management LLC21,279$2.35M2.6%-72.1%1.043%
2/14/2022Hilltop Holdings Inc.31,069$1.50M0.2%+111.4%1.523%
2/10/2022Private Advisor Group LLC34,719$1.68M0.0%-47.5%1.702%
2/8/2022Brinker Capital Investments LLC7,190$348K0.0%N/A0.352%
2/8/2022 Raymond James & Associates364,400$17.62M0.0%-0.5%17.863%
2/4/2022Envestnet Asset Management Inc.378,334$18.29M0.0%+22.4%18.546%
2/3/2022Cambridge Investment Research Advisors Inc.22,804$1.10M0.0%+3.1%1.118%
2/3/2022Advisor Group Holdings Inc.14,523$703K0.0%-7.2%0.712%
1/27/2022Janney Montgomery Scott LLC42,743$2.07M0.0%-0.6%2.095%
1/25/2022J.W. Cole Advisors Inc.17,874$864K0.1%N/A0.876%
1/20/2022AE Wealth Management LLC85,208$4.12M0.0%-3.1%4.177%
1/13/2022 Burt Wealth Advisors8,825$427K0.1%+24.6%0.433%
11/16/2021LPL Financial LLC26,217$1.28M0.0%+13.9%1.285%
11/15/2021Royal Bank of Canada138,996$6.79M0.0%+5.7%6.814%
11/5/2021Advisor Group Holdings Inc.15,658$764K0.0%+13.5%0.728%
11/2/2021 Raymond James & Associates366,415$17.90M0.0%+15.9%17.043%
11/2/2021Cambridge Investment Research Advisors Inc.22,128$1.08M0.0%+6.9%1.029%
11/1/2021U.S. Capital Wealth Advisors LLC9,271$453K0.0%N/A0.431%
11/1/2021AE Wealth Management LLC87,974$4.30M0.0%-1.2%4.092%
10/29/2021Janney Montgomery Scott LLC42,990$2.10M0.0%+2.1%2.000%
10/26/2021Atlas Private Wealth Advisors12,855$628K0.3%-4.5%0.598%
10/14/2021Private Advisor Group LLC66,162$3.23M0.0%+167.0%3.084%
10/6/2021 Burt Wealth Advisors7,085$346K0.1%+6.5%0.330%
10/6/2021IFP Advisors Inc11,398$556K0.0%+7.6%0.531%
8/16/2021Royal Bank of Canada131,442$6.42M0.0%+33.7%6.128%
8/13/2021OLD Mission Capital LLC7,833$382K0.0%N/A0.365%
8/13/2021LPL Financial LLC23,027$1.12M0.0%-3.2%1.074%
8/12/2021Private Advisor Group LLC24,783$1.21M0.0%+26.3%1.155%
8/12/2021 Strategic Blueprint LLC1,000$49K0.0%N/A0.047%
8/10/2021Cambridge Investment Research Advisors Inc.20,694$1.01M0.0%-7.6%0.965%
8/6/2021J.W. Cole Advisors Inc.25,389$1.24M0.1%+3.3%1.184%
8/4/2021Envestnet Asset Management Inc.249,627$12.19M0.0%+4.1%11.638%
8/4/2021Lake Point Wealth Management6,056$296K0.1%N/A0.282%
8/2/2021Advisor Group Holdings Inc.13,800$673K0.0%+7.7%0.643%
8/2/2021Atlas Private Wealth Advisors13,463$657K0.4%-1.9%0.628%
7/31/2021IFP Advisors Inc10,590$517K0.0%+396.5%0.494%
7/17/2021 Brookstone Capital Management4,546$222K0.0%N/A0.212%
7/13/2021 Sound Income Strategies LLC909$44K0.0%N/A0.046%
5/18/2021Jane Street Group LLC15,798$769K0.0%+41.7%0.730%
5/17/2021Royal Bank of Canada98,292$4.79M0.0%N/A4.540%
5/13/2021Proequities Inc.2,758$134K0.0%N/A0.127%
5/7/2021Cambridge Investment Research Advisors Inc.22,385$1.09M0.0%+1.9%1.105%
5/4/2021Envestnet Asset Management Inc.239,695$11.67M0.0%N/A12.852%
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4/30/2021IFP Advisors Inc2,133$103K0.0%+223.2%0.114%
4/28/2021Atlas Private Wealth Advisors13,730$669K0.4%+2.0%0.736%
4/27/2021Janney Montgomery Scott LLC33,951$1.65M0.0%N/A1.820%
4/27/2021AE Wealth Management LLC95,295$4.64M0.0%-5.8%5.110%
4/22/2021Private Advisor Group LLC19,629$956K0.0%N/A1.052%
4/21/2021 Elevated Capital Advisors LLC4,398$215K0.1%-10.7%0.236%
4/14/2021 Global Retirement Partners LLC3,575$174K0.0%-13.9%0.196%
3/19/2021Valley Brook Capital Group1,000$49K0.0%N/A0.054%
2/17/2021Jane Street Group LLC11,148$547K0.0%-76.7%0.587%
2/12/2021LPL Financial LLC24,255$1.19M0.0%+20.9%1.277%
(Data available from 1/1/2016 forward)

MINC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MINC shares?

During the previous two years, 22 institutional investors and hedge funds held shares of AdvisorShares Newfleet Multi-Sector Income ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($7.75M), Raymond James & Associates ($5.57M), AE Wealth Management LLC ($2.06M), Spire Wealth Management ($1.03M), Private Advisor Group LLC ($793K), Advisor Group Holdings Inc. ($700K), and Cambridge Investment Research Advisors Inc. ($650K).Learn more on MINC's institutional investors.

Which institutional investors have been buying AdvisorShares Newfleet Multi-Sector Income ETF stock?

Of the 14 institutional investors that purchased AdvisorShares Newfleet Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Spire Wealth Management ($22.61K), Richard W. Paul & Associates LLC ($12.46K), Burt Wealth Advisors ($7.64K), Accurate Wealth Management LLC ($6.49K), Private Advisor Group LLC ($6.25K), Raymond James & Associates ($5.37K), and Vestmark Advisory Solutions Inc. ($4.95K).

How much institutional buying is happening at AdvisorShares Newfleet Multi-Sector Income ETF?

Institutional investors have bought a total of 75,005 shares in the last 24 months. This purchase volume represents approximately $3.43M in transactions.

Which AdvisorShares Newfleet Multi-Sector Income ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold AdvisorShares Newfleet Multi-Sector Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($208.89K), Raymond James & Associates ($146.72K), AE Wealth Management LLC ($31.98K), Janney Montgomery Scott LLC ($29.62K), Private Advisor Group LLC ($23.23K), J.W. Cole Advisors Inc. ($13.29K), and LPL Financial LLC ($11.84K).

How much institutional selling is happening at AdvisorShares Newfleet Multi-Sector Income ETF?

Institutional investors have sold a total of 483,809 shares in the last 24 months. This volume of shares sold represents approximately $21.70M in transactions.


This page (NYSEARCA:MINC) was last updated on 4/25/2024 by MarketBeat.com Staff

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