Advisors Inn.Circle Fd Iii Str SAMT
Institutional shares held
3.06 Million
0
calls
0
puts
Total value of holdings
$80M
$0
calls
$0
puts
# of Institutions
26
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 Partners, LLC797KShares$20.8 Million1.65% of portfolio
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Beaumont Financial Advisors, LLC Needham, DE400KShares$10.4 Million0.95% of portfolio
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Envestnet Asset Management Inc335KShares$8.75 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI323KShares$8.45 Million0.02% of portfolio
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Triangle Securities Wealth Management285KShares$7.45 Million2.14% of portfolio
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Aptus Capital Advisors, LLC252KShares$6.58 Million0.13% of portfolio
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Archford Capital Strategies, LLC174KShares$4.53 Million0.74% of portfolio
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Armor Investment Advisors, LLC105KShares$2.76 Million1.29% of portfolio
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Fortem Financial Group, LLC103KShares$2.68 Million1.17% of portfolio
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Mcmillion Capital Management Inc63.6KShares$1.66 Million1.32% of portfolio