Purchases and Sales Made in Q2 2024 in The Advisors Inner Circle Fd I (DEMZ)
This table provides information about the institutional ownership of The Advisors Inner Circle Fd I (DEMZ) during Q2 2024. The information is specifically focused on institutions that hold shares of THE ADVISORS INNER CIRCLE FD I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6KNew |
$187K - $208K
|
6K
$221K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
374+ 186.07% |
$11.7K - $13K
|
575
$21.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
374+ 186.07% |
$11.7K - $13K
|
575
$21.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15New |
$467 - $521
|
15
$554
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-126- 10.54% |
$3.93K - $4.37K
|
1.07K
$39.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-201- 4.63% |
$6.26K - $6.98K
|
4.14K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-367- 0.67% |
$11.4K - $12.7K
|
54.7K
$2.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.92K- 4.52% |
$122K - $136K
|
82.7K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59K- 61.74% |
$1.84M - $2.05M
|
36.6K
$1.35M
|