Purchases and Sales Made in Q1 2025 in Advisors Inner Circle Fd Iii D (DMCY)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii D (DMCY) during Q1 2025. The information is specifically focused on institutions that hold shares of ADVISORS INNER CIRCLE FD III D.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
332+ 47.7% |
$8.13K - $8.93K
|
1.03K
$27.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$734 - $807
|
17.5K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.02% |
$73.4 - $80.7
|
13.4K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-435- 0.87% |
$10.6K - $11.7K
|
49.8K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.4K- 3.19% |
$34.3K - $37.7K
|
42.5K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-14.2K- 54.51% |
$346K - $381K
|
11.8K
$314K
|