Purchases and Sales Made in Q1 2023 in Advisors Inner Circle Fd Iii S (SAGP)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii S (SAGP) during Q1 2023. The information is specifically focused on institutions that hold shares of ADVISORS INNER CIRCLE FD III S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
365K+ 404.73% |
$8.47M - $9.23M
|
455K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 75.88% |
$4.17M - $4.54M
|
416K
$12.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
24.6K+ 61.42% |
$570K - $621K
|
64.6K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14KNew |
$324K - $353K
|
14K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.19K+ 35.75% |
$97.1K - $106K
|
15.9K
$467K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.55K+ 7.5% |
$36.1K - $39.3K
|
22.3K
$655K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-50- 90.91% |
$1.16K - $1.26K
|
5
$147
|