D.A. Davidson & Co. Advisors Inn.Circle Fd Iii Str Transaction History

D.A. Davidson & Co.

$12.2 Billion
Q1 2025

A detailed history of D.A. Davidson & Co. transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, D.A. Davidson & Co. holds 17,224 shares of SAMT stock, worth $509,313. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,224

Holding current value

$509,313

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$28.43 - $33.08 $489,678 - $569,769	17,224 New	17,224 $502,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

3.55M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$23.6 Million
1.65% of portfolio
Envestnet Asset Management Inc

444K
Shares

$13.1 Million
0.0% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

390K
Shares

$11.5 Million
1.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

348K
Shares

$10.3 Million
0.02% of portfolio
Triangle Securities Wealth Management

274K
Shares

$8.11 Million
2.14% of portfolio

View Full List

About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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