Latest Institutional Sells of The Advisors Inner Circle Fd I (DEMZ)
This list provides information on the latest institutional transactions involving The Advisors Inner Circle Fd I (DEMZ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59K- 61.74% |
$1.84M - $2.05M
|
36.6K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.92K- 4.52% |
$122K - $136K
|
82.7K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-367- 0.67% |
$11.4K - $12.7K
|
54.7K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-201- 4.63% |
$6.26K - $6.98K
|
4.14K
$148K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-126- 10.54% |
$3.93K - $4.37K
|
1.07K
$38.2K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-374- 65.04% |
$10.7K - $12.4K
|
201
$7.19K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 6.18% |
$2.15K - $2.49K
|
1.14K
$40.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-903- 98.15% |
$22.9K - $26.8K
|
17
$608
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1K- 20.0% |
$24.7K - $27.1K
|
4K
$143K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-54Closed |
$1.19K - $1.46K
|
0
$0
|
|