Latest Institutional Transactions on The Advisors Inner Circle Fd I (DEMZ)
This table provides information on the latest institutional transactions involving The Advisors Inner Circle Fd I (DEMZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.2KNew |
$1.88M - $2.11M
|
56.2K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.04KNew |
$202K - $226K
|
6.04K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
252New |
$8.44K - $9.45K
|
252
$9.89K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
187+ 37.55% |
$6.26K - $7.01K
|
685
$26.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 0.13% |
$503 - $562
|
11.1K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 0.56% |
$201 - $225
|
1.08K
$42.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-99- 2.39% |
$3.32K - $3.71K
|
4.04K
$159K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3.27K- 83.03% |
$110K - $123K
|
669
$26.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
731+ 1.13% |
$24.5K - $27.4K
|
65.2K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
340New |
$11.4K - $12.7K
|
340
$13.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
516+ 46.74% |
$17.3K - $19.3K
|
1.62K
$63.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64K- 4.94% |
$57.7K - $62.4K
|
31.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.04KNew |
$282K - $305K
|
8.04K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.64KNew |
$57.4K - $62.1K
|
1.64K
$64.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$140 - $152
|
4
$157
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
332New |
$11.6K - $12.6K
|
332
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
1.25KNew |
$43.7K - $47.3K
|
1.25K
$49K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20+ 133.33% |
$650 - $719
|
35
$1.37K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
613+ 1.12% |
$19.9K - $22K
|
55.3K
$2.17M
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6KNew |
$187K - $208K
|
6K
$236K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.16% |
$57.3 - $66.4
|
174
$6.83K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10.4KNew |
$298K - $345K
|
10.4K
$408K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$59.1K - $69.3K
|
2.33K
$91.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.33KNew |
$59.1K - $69.3K
|
2.33K
$91.6K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
437New |
$10.4K - $11.6K
|
437
$17.2K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
134New |
$2.94K - $3.59K
|
134
$5.26K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-54Closed |
$1.19K - $1.46K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.26KNew |
$56.1K - $62.3K
|
2.26K
$88.8K
|
|