Advisors Inn.Circle Fd Iii Str SAMT

SAMT Quotes by TradingView
Institutional shares held 3.23 Million
0 calls
0 puts
Total value of holdings $105M
$0 calls
$0 puts
# of Institutions 31

Quarterly Institutional Activity in SAMT

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Shares Sold
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Top Institutions Holding SAMT

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Latest Institutional Activity in SAMT

Top Purchases

Q4 2024
Kestra Private Wealth Services, LLC Shares Held: 47.2K ($1.54M)
47.2K Shares purchased
New Holding
Q4 2024
Ci Private Wealth, LLC Shares Held: 22.9K ($746K)
22.9K Shares purchased
New Holding
Q4 2024
Baird Financial Group, Inc. Shares Held: 348K ($11.3M)
22.1K Shares purchased
6.78% Added
Q4 2024
Envestnet Asset Management Inc Shares Held: 406K ($13.2M)
20.8K Shares purchased
5.4% Added
Q4 2024
High Tower Advisors, LLC Shares Held: 18.3K ($597K)
18.3K Shares purchased
New Holding
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Top Sells

Q4 2024
Stifel Financial Corp Shares Held: 11.4K ($371K)
50.1K Shares sold
81.48% Reduced
Q4 2024
Beaumont Financial Advisors, LLC Shares Held: 390K ($12.7M)
11.6K Shares sold
2.9% Reduced
Q4 2024
Triangle Securities Wealth Management Shares Held: 280K ($9.12M)
4.69K Shares sold
1.65% Reduced
Q4 2024
Fortem Financial Group, LLC Shares Held: 92.9K ($3.03M)
4.55K Shares sold
4.67% Reduced
Q4 2024
Aptus Capital Advisors, LLC Shares Held: 257K ($8.37M)
1.46K Shares sold
0.57% Reduced
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About SAMT

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SAMT Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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