Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
15.8K+ 106.88% |
$386K - $436K
|
30.5K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
7.45KNew |
$182K - $206K
|
7.45K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.09K+ 16.83% |
$174K - $196K
|
49.2K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.26K+ 3.12% |
$30.9K - $34.9K
|
41.8K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 6.69% |
$25.6K - $28.9K
|
16.7K
$426K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
682New |
$16.7K - $18.9K
|
682
$17.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 74.63% |
$1.22K - $1.38K
|
117
$2.99K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 0.12% |
$514 - $580
|
17.4K
$446K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.01% |
$24.5 - $27.6
|
13.4K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.64K- 25.89% |
$138K - $156K
|
16.1K
$413K
|