Institutional Ownership Advisors Inner Circle Fd Iii D (DMCY)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii D (DMCY). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 220,714 shares, which have been reported (via 13F filing form) to have a value of $5.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
50,250
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
43,865
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
25,965
shares
|
$678,725
0.22% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
25,046
shares
|
$654,702
0.03% of portfolio
|
Q4 2024
Added 55.09%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
21,880
shares
|
$571,943
0.87% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,370
shares
|
$558,611
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
17,476
shares
|
$456,822
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
13,366
shares
|
$349,387
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
696
shares
|
$18,193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
682
shares
|
$17,827
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
117
shares
|
$3,058
0.0% of portfolio
|
Q3 2024
Added 74.63%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|