Purchases and Sales Made in Q1 2025 in Advisors Inn.Circle Fd Iii Str (SAMT)
This table provides information about the institutional ownership of Advisors Inn.Circle Fd Iii Str (SAMT) during Q1 2025. The information is specifically focused on institutions that hold shares of ADVISORS INN.CIRCLE FD III STR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
304KNew |
$8.64M - $10.1M
|
304K
$9.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
237KNew |
$6.75M - $7.86M
|
237K
$7.79M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
206K+ 52.8% |
$5.86M - $6.81M
|
596K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
48K+ 115.24% |
$1.36M - $1.59M
|
89.6K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 9.15% |
$1.06M - $1.23M
|
444K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.6K+ 8.79% |
$869K - $1.01M
|
378K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.2KNew |
$490K - $570K
|
17.2K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.1K+ 8.37% |
$457K - $531K
|
208K
$6.82M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.1KNew |
$344K - $400K
|
12.1K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59K+ 16.08% |
$216K - $251K
|
54.8K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.66K+ 2.2% |
$161K - $187K
|
263K
$8.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 53.45% |
$121K - $141K
|
12.2K
$401K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 18.02% |
$93.8K - $109K
|
21.6K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.68KNew |
$76.3K - $88.8K
|
2.68K
$88.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.01K+ 29.7% |
$57.2K - $66.6K
|
8.79K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 10.48% |
$44.4K - $51.6K
|
16.4K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31.3K - $36.4K
|
1.1K
$36.1K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
453+ 0.34% |
$12.9K - $15K
|
132K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
373+ 1.25% |
$10.6K - $12.3K
|
30.3K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.28K- 6.54% |
$36.3K - $42.3K
|
18.3K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.64K- 1.76% |
$46.5K - $54.1K
|
91.2K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.61K- 9.48% |
$74.1K - $86.3K
|
24.9K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.55K- 15.52% |
$101K - $118K
|
19.3K
$635K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.61K- 2.0% |
$159K - $186K
|
274K
$9M
|