Institutional Ownership Advisors Inner Circle Fd Iii S (SAGP)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii S (SAGP). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 916,444 shares, which have been reported (via 13F filing form) to have a value of $28.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
413,056
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
350,467
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
79,622
shares
|
$2.45 Million
0.61% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
22,055
shares
|
$677,529
0.15% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,918
shares
|
$673,320
0.1% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
15,017
shares
|
$461,322
0.03% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,420
shares
|
$412,262
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$15,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
217
shares
|
$6,666
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
172
shares
|
$5,283
0.0% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|