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 217,409 shares, which have been reported (via 13F filing form) to have a value of $5.52 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
49,239
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,775
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
30,525
shares
|
$778,387
0.26% of portfolio
|
Q3 2024
Added 106.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,000
shares
|
$612,000
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,439
shares
|
$444,694
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
16,659
shares
|
$424,804
0.71% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,149
shares
|
$411,799
0.0% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,374
shares
|
$341,037
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,450
shares
|
$189,975
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
682
shares
|
$17,391
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
117
shares
|
$2,983
0.0% of portfolio
|
Q3 2024
Added 74.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|