Purchases and Sales Made in Q4 2024 in Advisors Inner Circle Fd Iii D (DMCY)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii D (DMCY) during Q4 2024. The information is specifically focused on institutions that hold shares of ADVISORS INNER CIRCLE FD III D.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 31.34% |
$129K - $142K
|
21.9K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 2.05% |
$25K - $27.4K
|
50.3K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.56K- 14.94% |
$113K - $124K
|
26K
$672K
|