Latest Institutional Transactions on Advisors Inner Circle Fd Iii D (DMCY)
This table provides information on the latest institutional transactions involving Advisors Inner Circle Fd Iii D (DMCY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$231 - $285
|
17.5K
$500K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.14K- 24.51% |
$150K - $165K
|
18.9K
$540K
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-803- 3.67% |
$19.7K - $21.6K
|
21.1K
$602K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
332+ 47.7% |
$8.13K - $8.93K
|
1.03K
$29.4K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.02% |
$73.4 - $80.7
|
13.4K
$382K
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-14.2K- 54.51% |
$346K - $381K
|
11.8K
$338K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-435- 0.87% |
$10.6K - $11.7K
|
49.8K
$1.42M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.4K- 3.19% |
$34.3K - $37.7K
|
42.5K
$1.21M
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.8 - $27.1
|
1
$28.6
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.63K- 10.96% |
$65.1K - $71.4K
|
21.4K
$611K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
7.45KNew |
$182K - $206K
|
7.45K
$213K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 74.63% |
$1.22K - $1.38K
|
117
$3.34K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
682New |
$16.7K - $18.9K
|
682
$19.5K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.3K- 47.28% |
$0 - $454K
|
19.3K
$550K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.4K- 56.19% |
$366K - $398K
|
12K
$343K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.92K- 6.8% |
$41.3K - $48K
|
26.3K
$753K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.29K - $2.43K
|
100
$2.86K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$286K - $303K
|
12.5K
$356K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.82K - $4.54K
|
200
$5.72K
|