Advisors Inn.Circle Fd Iii Str SAMT
Institutional shares held
5.55 Million
0
calls
0
puts
Total value of holdings
$217M
$0
calls
$0
puts
# of Institutions
41
We take great care to ensure that the data presented and summarized in this overview for ADVISORS INN.CIRCLE FD III STR is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SAMT
View all-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$49.1 Million3.8% of portfolio
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Beaumont Financial Partners, LLC797KShares$31.1 Million1.65% of portfolio
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Envestnet Asset Management Inc496KShares$19.4 Million0.01% of portfolio
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Trilogy Capital Inc.452KShares$17.7 Million0.78% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI325KShares$12.7 Million0.02% of portfolio
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Archford Capital Strategies, LLC282KShares$11 Million1.4% of portfolio
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Triangle Securities Wealth Management262KShares$10.2 Million2.37% of portfolio
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Insight Wealth Strategies, LLC San Ramon, CA243KShares$9.5 Million1.15% of portfolio
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Aptus Capital Advisors, LLC236KShares$9.21 Million0.07% of portfolio
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Cambridge Investment Research Advisors, Inc.220KShares$8.57 Million0.02% of portfolio