Morgan Stanley Advisors Inn.Circle Fd Iii Str Transaction History

Morgan Stanley

$1.27 Trillion
Q2 2024

A detailed history of Morgan Stanley transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Morgan Stanley holds 1 shares of SAMT stock, worth $27. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$27

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$22.73 - $25.52 $22 - $25	1 New	1 $0

Others Institutions Holding SAMT

# of Institutions

Shares Held

2.98M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$22.1 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

400K
Shares

$11.1 Million
0.95% of portfolio
Envestnet Asset Management Inc

362K
Shares

$10 Million
0.0% of portfolio
Triangle Securities Wealth Management

285K
Shares

$7.89 Million
2.14% of portfolio
Aptus Capital Advisors, LLC

248K
Shares

$6.87 Million
0.12% of portfolio

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About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

More about SAMT

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