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 14 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
435,878
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
406,977
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
80,519
shares
|
$2.65 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
51,111
shares
|
$1.69 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
19,554
shares
|
$644,695
0.14% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
13,982
shares
|
$460,986
0.06% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,420
shares
|
$442,457
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
11,583
shares
|
$381,891
0.03% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
818
shares
|
$26,969
0.0% of portfolio
|
Q2 2025
Added 59.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
608
shares
|
$20,045
0.0% of portfolio
|
Q2 2025
Added 61.7%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
500
shares
|
$16,485
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
278
shares
|
$9,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|