Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.3K+ 13.14% |
$1.53M - $1.67M
|
467K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.5K+ 9.56% |
$944K - $1.03M
|
384K
$12.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.1K+ 5126.73% |
$313K - $343K
|
11.3K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.9KNew |
$279K - $305K
|
9.9K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.46K+ 1.83% |
$41K - $44.9K
|
81.1K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31K - $33.9K
|
1.1K
$36.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
513New |
$14.4K - $15.8K
|
513
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-534- 2.42% |
$15K - $16.5K
|
21.5K
$709K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.59K- 10.57% |
$44.7K - $49K
|
13.4K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.22K- 19.26% |
$119K - $130K
|
17.7K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11K- 96.68% |
$309K - $338K
|
376
$12.4K
|