Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.9K+ 55.09% |
$220K - $241K
|
25K
$671K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 31.34% |
$129K - $142K
|
21.9K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.09K+ 5.0% |
$51.7K - $56.7K
|
43.9K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 2.05% |
$25K - $27.4K
|
50.3K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
696New |
$17.2K - $18.9K
|
696
$18.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$173 - $190
|
17.4K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.8 - $27.1
|
1
$26.8
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-8- 0.06% |
$198 - $217
|
13.4K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.63K- 10.96% |
$65.1K - $71.4K
|
21.4K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.56K- 14.94% |
$113K - $124K
|
26K
$695K
|