Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.58K+ 9.28% |
$0 - $94.2K
|
42.1K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.5K+ 20.4% |
$0 - $65.8K
|
14.8K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.4K+ 11.64% |
$0 - $36.7K
|
13.4K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
539+ 3.58% |
$0 - $14.2K
|
15.6K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
294+ 0.73% |
$0 - $7.73K
|
40.5K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
67New |
$0 - $1.76K
|
67
$1.71K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$0 - $263
|
17.4K
$446K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.54K- 10.43% |
$0 - $66.7K
|
21.8K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.3K- 47.28% |
$0 - $454K
|
19.3K
$493K
|