Institutional Ownership Advisors Inner Circle Fd Iii D (DMCY)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii D (DMCY). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 198,005 shares, which have been reported (via 13F filing form) to have a value of $5.62 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
49,815
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
42,465
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,370
shares
|
$606,908
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
21,077
shares
|
$598,586
0.76% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,907
shares
|
$536,958
0.02% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,486
shares
|
$496,602
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,363
shares
|
$379,509
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
11,811
shares
|
$335,432
0.09% of portfolio
|
Q1 2025
Reduced 54.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,028
shares
|
$29,195
0.0% of portfolio
|
Q1 2025
Added 47.7%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
682
shares
|
$19,368
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|