Institutional shares held 254,247
0 calls
0 puts
Total value of holdings $9.98M
$0 calls
$0 puts
# of Institutions 20


Latest Institutional Activity in DEMZ

Top Purchases

Q2 2025
Advisor Net Financial, Inc Shares Held: 3.96K ($155K)
Q2 2025
Steph & CO Shares Held: 4.19K ($164K)
Q2 2025
Mcf Advisors LLC Shares Held: 11.2K ($440K)
Q1 2025
Creative Planning Shares Held: 56.2K ($2.21M)
Q1 2025
Citadel Advisors LLC Shares Held: 6.04K ($237K)

Top Sells

Q1 2025
Mendota Financial Group, LLC Shares Held: 669 ($26.3K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 31.7K ($1.24M)
Q2 2022
North Star Investment Management Corp. Shares Held: 0 ($0)

About DEMZ

Track Institutional and Insider Activities on DEMZ

Follow THE ADVISORS INNER CIRCLE FD I and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DEMZ shares.

Notify only if

Insider Trading

Get notified when an The Advisors Inner Circle Fd I insider buys or sells DEMZ shares.

Notify only if

News

Receive news related to THE ADVISORS INNER CIRCLE FD I

Track Activities on DEMZ