Institutional shares held 3.22 Million
0 calls
0 puts
Total value of holdings $77.5M
$0 calls
$0 puts
# of Institutions 20


Latest Institutional Activity in SAMT

Top Purchases

Q4 2023
Holderness Investments CO Shares Held: 33.9K ($815K)
Q4 2023
Baird Financial Group, Inc. Shares Held: 353K ($8.49M)
Q4 2023
Envestnet Asset Management Inc Shares Held: 434K ($10.4M)
Q4 2023
Triangle Securities Wealth Management Shares Held: 279K ($6.71M)
Q4 2023
Armor Investment Advisors, LLC Shares Held: 92K ($2.21M)

Top Sells

Q4 2023
Beaumont Financial Advisors, LLC Shares Held: 421K ($10.1M)
Q4 2023
Aptus Capital Advisors, LLC Shares Held: 242K ($5.83M)
Q4 2023
Cambridge Advisors Inc. Shares Held: 31.2K ($750K)
Q4 2023
Ci Private Wealth, LLC Shares Held: 107K ($2.57M)
Q4 2023
Captrust Financial Advisors Shares Held: 29.6K ($711K)

About SAMT

Track Institutional and Insider Activities on SAMT

Follow ADVISORS INN.CIRCLE FD III STR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SAMT shares.

Notify only if

Insider Trading

Get notified when an Advisors Inn.Circle Fd Iii Str insider buys or sells SAMT shares.

Notify only if

News

Receive news related to ADVISORS INN.CIRCLE FD III STR

Track Activities on SAMT