Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
132K+ 235.26% |
$4.45M - $4.93M
|
188K
$7.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71K+ 33.66% |
$2.39M - $2.65M
|
282K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
15.7K+ 3.6% |
$530K - $587K
|
452K
$17.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
800+ 5.09% |
$27K - $29.9K
|
16.5K
$645K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
160+ 0.07% |
$5.39K - $5.98K
|
243K
$9.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
150New |
$5.06K - $5.6K
|
150
$5.85K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
97New |
$3.27K - $3.62K
|
97
$3.78K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-83- 0.29% |
$2.8K - $3.1K
|
28.2K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-14.5K- 5.23% |
$488K - $540K
|
262K
$10.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-18.7K- 14.07% |
$631K - $699K
|
114K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-61.8K- 4.68% |
$2.08M - $2.31M
|
1.26M
$49.1M
|