Latest Institutional Transactions on Advisors Inner Circle Fd Iii S (SAGP)
This table provides information on the latest institutional transactions involving Advisors Inner Circle Fd Iii S (SAGP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.72K- 20.99% |
$101K - $122K
|
14K
$461K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.97K- 9.14% |
$53.7K - $64.8K
|
19.6K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
232+ 61.7% |
$6.33K - $7.65K
|
608
$20K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-559- 0.69% |
$15.3K - $18.4K
|
80.5K
$2.65M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.3K+ 13.14% |
$1.53M - $1.67M
|
467K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.9KNew |
$279K - $305K
|
9.9K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
513New |
$14.4K - $15.8K
|
513
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31K - $33.9K
|
1.1K
$36.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.5K+ 9.56% |
$944K - $1.03M
|
384K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.59K- 10.57% |
$44.7K - $49K
|
13.4K
$442K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.56% |
$1.51K - $1.64K
|
172
$5.67K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 68.65% |
$539K - $601K
|
9.12K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3KNew |
$333K - $371K
|
12.3K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35KNew |
$36.5K - $40.6K
|
1.35K
$44.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.6K - $2.76K
|
100
$3.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141New |
$3.66K - $3.89K
|
141
$4.65K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.43KNew |
$36.4K - $39.4K
|
1.43K
$47K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
500New |
$12.7K - $13.8K
|
500
$16.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.4KNew |
$315K - $344K
|
13.4K
$442K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$4.79K - $5.05K
|
200
$6.59K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
941New |
$20.5K - $25.1K
|
941
$31K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.27KNew |
$181K - $221K
|
8.27K
$273K
|
|