AdvisorShares Pure Cannabis ETF (YOLO) Institutional Ownership

$3.98
-0.09 (-2.21%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for AdvisorShares Pure Cannabis ETF (NYSEARCA:YOLO)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$261.77K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$154.58K
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YOLO Institutional Buying and Selling by Quarter

AdvisorShares Pure Cannabis ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024 Navis Wealth Advisors LLC18,536$76K0.1%-21.3%0.144%
1/24/2024 International Assets Investment Management LLC32,280$97K0.0%N/A0.245%
11/13/2023Concorde Asset Management LLC48,260$165K0.1%+110.6%0.367%
11/1/2023 Wealthfront Advisers LLC25,421$87K0.0%-35.8%0.193%
7/31/2023 Mutual Advisors LLC34,966$90K0.0%+40.4%0.266%
7/25/2023Concorde Asset Management LLC22,920$59K0.1%-14.9%0.174%
7/20/2023 International Assets Investment Management LLC10,278$39K0.0%N/A0.078%
6/20/2023Psagot Value Holdings Ltd. Israel8,735$25K0.0%N/A0.066%
5/10/2023 Banco BTG Pactual S.A.389,800$1.12M0.4%-6.3%2.962%
4/28/2023 Wealthfront Advisers LLC32,870$95K0.0%+39.0%0.250%
4/11/2023 Mutual Advisors LLC24,899$72K0.0%N/A0.182%
3/6/2023OLD Mission Capital LLC261,815$943K0.0%N/A1.912%
2/9/2023 Tocqueville Asset Management L.P.102,511$369K0.0%N/A0.749%
2/8/2023 Lincoln National Corp22,787$82K0.0%+79.9%0.166%
2/7/2023 Waycross Investment Management Co15,500$56K0.1%N/A0.113%
2/7/2023LPL Financial LLC136,898$493K0.0%-3.2%1.000%
2/2/2023Concorde Asset Management LLC28,220$102K0.1%N/A0.206%
2/1/2023 Janney Montgomery Scott LLC13,968$50K0.0%N/A0.102%
1/30/2023 International Assets Investment Management LLC39,245$94K0.0%+265.6%0.287%
1/25/2023 Navis Wealth Advisors LLC27,239$98K0.1%-63.5%0.199%
1/24/2023 International Assets Investment Management LLC39,245$94K0.0%+265.6%0.287%
1/12/2023 A. D. Beadell Investment Counsel Inc.20,100$72K0.1%N/A0.147%
11/16/2022Gerber Kawasaki Wealth & Investment Management14,490$61K0.0%-13.2%0.106%
11/15/2022 Banco BTG Pactual S.A.415,800$1.77M1.0%+3.0%3.037%
11/10/2022Kingsbury Capital Investment Advisors LLC65,973$280K0.4%+377.8%0.482%
11/3/2022 Mutual Advisors LLC19,368$82K0.0%N/A0.141%
10/31/2022 Emfo LLC8,195$35K0.0%-34.9%0.060%
10/31/2022 International Assets Investment Management LLC10,735$54K0.0%N/A0.078%
10/27/2022 Navis Wealth Advisors LLC74,541$317K0.5%+4.3%0.544%
8/9/2022 Navis Wealth Advisors LLC71,465$376K0.4%-15.9%0.525%
8/4/2022Gerber Kawasaki Wealth & Investment Management16,690$87K0.0%-27.2%0.123%
7/27/2022 Emfo LLC12,595$66K0.1%+53.7%0.093%
7/20/2022 Wealthfront Advisers LLC17,240$91K0.0%+33.4%0.127%
7/19/2022Commonwealth Equity Services LLC36,501$192K0.0%-23.4%0.268%
5/12/2022Gerber Kawasaki Wealth & Investment Management22,932$245K0.0%-73.5%0.166%
5/9/2022 Lincoln National Corp13,653$147K0.0%N/A0.099%
5/4/2022Commonwealth Equity Services LLC47,664$510K0.0%-44.3%0.345%
4/12/2022 A. D. Beadell Investment Counsel Inc.23,900$255K0.2%-55.1%0.173%
2/16/2022 ETF Store Inc.11,362$132K0.1%N/A0.082%
2/15/2022Raffles Associates LP15,000$195K0.2%N/A0.108%
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2/11/2022 Navis Wealth Advisors LLC109,154$1.42M1.2%+87.0%0.784%
2/8/2022 AllSquare Wealth Management LLC3,150$41K0.0%N/A0.023%
2/7/2022Ameritas Advisory Services LLC22,519$293K0.0%N/A0.162%
2/3/2022 Cambridge Investment Research Advisors Inc.50,152$652K0.0%+2.7%0.356%
2/3/2022Advisor Group Holdings Inc.37,933$493K0.0%-20.6%0.270%
2/2/2022 Sigma Planning Corp13,417$174K0.0%-26.0%0.095%
1/31/2022Commonwealth Equity Services LLC85,563$1.11M0.0%+18.1%0.608%
1/27/2022 Emfo LLC8,195$107K0.1%+26.1%0.058%
1/24/2022 Avantax Advisory Services Inc.10,409$135K0.0%-14.6%0.074%
1/21/2022 Wealthfront Advisers LLC13,419$175K0.0%N/A0.093%
1/20/2022Kestra Advisory Services LLC114,447$1.49M0.0%-2.6%0.795%
1/20/2022AE Wealth Management LLC43,500$565K0.0%-7.7%0.302%
1/19/2022 A. D. Beadell Investment Counsel Inc.53,200$691K0.4%+16.9%0.369%
1/14/2022 Spire Wealth Management3,584$47K0.0%N/A0.025%
11/16/2021 Navis Wealth Advisors LLC58,384$960K0.7%-11.9%0.394%
11/16/2021Thrivent Financial for Lutherans12,525$206K0.0%-28.5%0.085%
11/16/2021LPL Financial LLC248,408$4.09M0.0%+13.2%1.677%
11/15/2021Royal Bank of Canada262,882$4.32M0.0%-25.8%1.775%
11/12/2021Equitable Holdings Inc.18,064$297K0.0%N/A0.122%
11/5/2021Advisor Group Holdings Inc.47,770$785K0.0%-1.9%0.323%
11/4/2021 Wilbanks Smith & Thomas Asset Management LLC12,128$200K0.0%N/A0.082%
11/1/2021AE Wealth Management LLC47,150$776K0.0%-6.1%0.318%
10/29/2021 Janney Montgomery Scott LLC24,801$408K0.0%+8.2%0.167%
10/29/2021Commonwealth Equity Services LLC72,432$1.19M0.0%+27.8%0.489%
10/28/2021 Sigma Planning Corp18,127$298K0.0%+30.5%0.122%
10/21/2021 Avantax Advisory Services Inc.12,189$198K0.0%+20.2%0.081%
10/19/2021Kestra Advisory Services LLC117,533$1.93M0.0%-18.9%0.783%
10/15/2021NEXT Financial Group Inc27,125$446K0.0%-2.5%0.180%
10/13/2021 A. D. Beadell Investment Counsel Inc.45,500$748K0.5%+4.3%0.298%
9/24/2021Thrivent Financial for Lutherans17,510$369K0.0%N/A0.111%
8/17/2021 Navis Wealth Advisors LLC66,250$1.40M1.2%+6.1%0.413%
8/16/2021Royal Bank of Canada354,460$7.48M0.0%+5.3%2.208%
8/16/2021 Tocqueville Asset Management L.P.53,406$1.13M0.0%+1.1%0.333%
8/13/2021 Lincoln National Corp10,593$224K0.0%+7.9%0.066%
8/13/2021 Sigma Planning Corp13,886$293K0.0%N/A0.087%
8/13/2021LPL Financial LLC219,483$4.63M0.0%-56.1%1.367%
8/13/2021 Liberty Wealth Management LLC9,450$448K0.0%+23,525.0%0.059%
8/12/2021Samalin Investment Counsel LLC2,000$42K0.0%N/A0.012%
8/11/2021Commonwealth Equity Services LLC56,661$1.19M0.0%-35.8%0.353%
8/11/2021Gerber Kawasaki Wealth & Investment Management33,355$703K0.1%N/A0.208%
8/10/2021 Cambridge Investment Research Advisors Inc.48,199$1.02M0.0%+3.8%0.300%
8/6/2021 Parallel Advisors LLC1,250$26K0.0%N/A0.008%
8/5/2021Alera Investment Advisors LLC24,400$515K0.2%N/A0.151%
8/3/2021Avestar Capital LLC44,326$935K0.1%N/A0.272%
8/2/2021Advisor Group Holdings Inc.48,696$1.03M0.0%-1.8%0.299%
8/2/2021 Florin Court Capital LLP17,600$371K0.2%-31.5%0.108%
7/31/2021NEXT Financial Group Inc27,827$587K0.0%+9.5%0.169%
5/20/2021 Optiver Holding B.V.5,518$130K0.0%N/A0.033%
5/19/2021 Navis Wealth Advisors LLC62,450$1.48M1.1%-41.8%0.371%
5/17/2021Royal Bank of Canada336,588$7.96M0.0%+1,802.5%1.999%
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5/14/2021MML Investors Services LLC8,586$203K0.0%N/A0.050%
5/14/2021 Optiver Holding B.V.5,518$130K0.0%N/A0.032%
5/13/2021 Avantax Advisory Services Inc.9,131$218K0.0%N/A0.053%
5/13/2021Citigroup Inc.1,650$39K0.0%N/A0.010%
5/11/2021Rockefeller Capital Management L.P.4,562$107K0.0%N/A0.026%
5/11/2021 Spectrum Asset Management Inc. NB CA16,329$386K0.1%N/A0.094%
5/10/2021Kestra Advisory Services LLC129,600$3.06M0.0%+763.4%0.750%
5/10/2021 Florin Court Capital LLP25,700$608K0.6%N/A0.149%
5/7/2021 Cambridge Investment Research Advisors Inc.46,438$1.10M0.0%+15.1%0.269%
5/7/2021 Sowell Financial Services LLC4,878$101K0.0%+3,152.0%0.028%
(Data available from 1/1/2016 forward)

YOLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of YOLO shares?

During the previous two years, 18 institutional investors and hedge funds held shares of AdvisorShares Pure Cannabis ETF. The most heavily invested institutionals were Banco BTG Pactual S.A. ($1.12M), OLD Mission Capital LLC ($943K), LPL Financial LLC ($493K), Tocqueville Asset Management L.P. ($369K), Kingsbury Capital Investment Advisors LLC ($280K), Commonwealth Equity Services LLC ($192K), and Concorde Asset Management LLC ($165K).Learn more on YOLO's institutional investors.

Which institutional investors have been buying AdvisorShares Pure Cannabis ETF stock?

Of the 15 institutional investors that purchased AdvisorShares Pure Cannabis ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($261.82K), International Assets Investment Management LLC ($110.31K), Tocqueville Asset Management L.P. ($102.51K), Mutual Advisors LLC ($54.33K), Concorde Asset Management LLC ($53.56K), Kingsbury Capital Investment Advisors LLC ($52.17K), and A. D. Beadell Investment Counsel Inc. ($20.10K).

How much institutional buying is happening at AdvisorShares Pure Cannabis ETF?

Institutional investors have bought a total of 736,133 shares in the last 24 months. This purchase volume represents approximately $2.65M in transactions.

Which AdvisorShares Pure Cannabis ETF major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Pure Cannabis ETF stock in the last 24 months: Gerber Kawasaki Wealth & Investment Management ($72.07K), Navis Wealth Advisors LLC ($65.82K), Banco BTG Pactual S.A. ($26K), Wealthfront Advisers LLC ($14.17K), Commonwealth Equity Services LLC ($11.16K), LPL Financial LLC ($4.56K), and Emfo LLC ($4.40K).

How much institutional selling is happening at AdvisorShares Pure Cannabis ETF?

Institutional investors have sold a total of 202,181 shares in the last 24 months. This volume of shares sold represents approximately $1.21M in transactions.


This page (NYSEARCA:YOLO) was last updated on 5/10/2024 by MarketBeat.com Staff

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