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 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 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
|
$15 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
406,977
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
77,227
shares
|
$2.66 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
51,111
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
19,561
shares
|
$672,507
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
14,072
shares
|
$483,795
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,420
shares
|
$461,379
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
11,583
shares
|
$398,223
0.03% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
818
shares
|
$28,122
0.0% of portfolio
|
Q2 2025
Added 59.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
608
shares
|
$20,903
0.0% of portfolio
|
Q2 2025
Added 61.7%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
500
shares
|
$17,190
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
278
shares
|
$9,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 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
|