Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2K+ 4.23% |
$405K - $440K
|
350K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.08K+ 10.47% |
$59.2K - $64.3K
|
21.9K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
20+ 0.03% |
$570 - $619
|
79.6K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.56% |
$1.51K - $1.64K
|
172
$5.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.76K- 10.48% |
$50.1K - $54.4K
|
15K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.5K- 0.84% |
$99.6K - $108K
|
413K
$12.7M
|