Purchases and Sales Made in Q2 2025 in Advisors Inner Circle Fd Iii S (SAGP)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii S (SAGP) during Q2 2025. The information is specifically focused on institutions that hold shares of ADVISORS INNER CIRCLE FD III S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
51.1KNew |
$1.4M - $1.68M
|
51.1K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23K+ 5.99% |
$628K - $758K
|
407K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
305+ 59.45% |
$8.33K - $10.1K
|
818
$28.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278New |
$7.59K - $9.16K
|
278
$9.56K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
232+ 61.7% |
$6.33K - $7.65K
|
608
$20.9K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-559- 0.69% |
$15.3K - $18.4K
|
80.5K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.85K- 13.75% |
$50.4K - $60.8K
|
11.6K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.97K- 9.14% |
$53.7K - $64.8K
|
19.6K
$672K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.72K- 20.99% |
$101K - $122K
|
14K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.4K- 6.73% |
$858K - $1.04M
|
436K
$15M
|