Institutional Ownership Advisors Inner Circle Fd Iii S (SAGP)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii S (SAGP). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
467,316
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
383,980
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
81,078
shares
|
$2.55 Million
0.66% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
21,521
shares
|
$676,405
0.15% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
17,697
shares
|
$556,216
0.08% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,429
shares
|
$422,073
0.03% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
13,420
shares
|
$421,790
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
11,342
shares
|
$356,479
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,902
shares
|
$311,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,100
shares
|
$34,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
513
shares
|
$16,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
500
shares
|
$15,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|