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 204,937 shares, which have been reported (via 13F filing form) to have a value of $5.45 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
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
42,465
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
25,046
shares
|
$666,474
0.03% of portfolio
|
Q4 2024
Added 55.09%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
21,880
shares
|
$582,226
0.87% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,370
shares
|
$568,655
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
17,476
shares
|
$465,036
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
13,363
shares
|
$355,589
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
11,811
shares
|
$314,290
0.09% of portfolio
|
Q1 2025
Reduced 54.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,028
shares
|
$27,355
0.0% of portfolio
|
Q1 2025
Added 47.7%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
682
shares
|
$18,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|