Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.8K+ 45.29% |
$1.55M - $1.82M
|
237K
$6.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
40KNew |
$838K - $986K
|
40K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$245K - $289K
|
11.7K
$346K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
317+ 1.55% |
$6.64K - $7.81K
|
20.7K
$612K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-21- 27.63% |
$440 - $518
|
55
$1.62K
|