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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.1KNew |
$344K - $400K
|
12.1K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.61K- 2.0% |
$159K - $186K
|
274K
$7.91M
|