Purchases and Sales Made in Q2 2025 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 2025. 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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74K+ 222.24% |
$2.27M - $2.88M
|
107K
$4.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.34K+ 144.44% |
$71.9K - $91.2K
|
3.96K
$161K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
1.27KNew |
$39.1K - $49.6K
|
1.27K
$51.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
333+ 30.98% |
$10.2K - $13K
|
1.41K
$57.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324+ 128.57% |
$9.95K - $12.6K
|
576
$23.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
150+ 3.71% |
$4.61K - $5.84K
|
4.19K
$170K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
82+ 0.74% |
$2.52K - $3.19K
|
11.2K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.56K- 11.59% |
$232K - $295K
|
57.7K
$2.34M
|