Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
77.5KNew |
$1.96M - $2.3M
|
77.5K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.9K+ 3762.82% |
$1.95M - $2.29M
|
79K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
54.8KNew |
$1.39M - $1.63M
|
54.8K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1KNew |
$407K - $477K
|
16.1K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$59.1K - $69.3K
|
2.33K
$86.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.33KNew |
$59.1K - $69.3K
|
2.33K
$86.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
139+ 15.08% |
$3.52K - $4.13K
|
1.06K
$39.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 2.8% |
$887 - $1.04K
|
1.21K
$44.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-903- 98.15% |
$22.9K - $26.8K
|
17
$627
|