Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.27K+ 5.66% |
$127K - $137K
|
61K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
483+ 34.3% |
$18.8K - $20.2K
|
1.89K
$81.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-162- 4.09% |
$6.29K - $6.77K
|
3.8K
$164K
|