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 13 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
467,316
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
383,980
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
80,519
shares
|
$2.65 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
21,521
shares
|
$709,116
0.15% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
17,697
shares
|
$583,116
0.08% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,429
shares
|
$442,485
0.03% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
13,420
shares
|
$442,189
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,902
shares
|
$326,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,100
shares
|
$36,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
608
shares
|
$20,033
0.0% of portfolio
|
Q2 2025
Added 61.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
513
shares
|
$16,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
500
shares
|
$16,475
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|