Latest Institutional Transactions on Advisors Inn.Circle Fd Iii Str (SAMT)
This table provides information on the latest institutional transactions involving Advisors Inn.Circle Fd Iii Str (SAMT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.41K- 10.95% |
$85.9K - $94.5K
|
27.7K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.76KNew |
$246K - $271K
|
9.76K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 163.79% |
$962K - $1.06M
|
61.4K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
564+ 28200.0% |
$14.2K - $15.7K
|
566
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-617- 0.22% |
$15.6K - $17.1K
|
285K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.6K+ 32.35% |
$2.01M - $2.21M
|
326K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-526- 0.54% |
$13.3K - $14.6K
|
97.4K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.9K+ 6.6% |
$602K - $662K
|
386K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.99K+ 4.02% |
$252K - $277K
|
258K
$7.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 11.08% |
$51.6K - $56.7K
|
20.5K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 19.75% |
$525K - $578K
|
126K
$3.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 3.77% |
$33.3K - $36.7K
|
36.4K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-272- 2.37% |
$6.86K - $7.55K
|
11.2K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-45- 0.15% |
$1.13K - $1.25K
|
29.6K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.99K+ 4.6% |
$201K - $222K
|
182K
$5.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.79K+ 0.45% |
$45K - $49.5K
|
402K
$12.1M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.3K- 44.96% |
$619K - $670K
|
30.9K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134New |
$3.28K - $3.55K
|
134
$4.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 16.67% |
$4.9K - $5.3K
|
1K
$30.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
224New |
$5.49K - $5.94K
|
224
$6.76K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$4.9K - $5.3K
|
200
$6.04K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.7 - $25.5
|
1
$30.2
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 7.01% |
$23.1K - $25.9K
|
13.5K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.07KNew |
$47.1K - $52.8K
|
2.07K
$62.5K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
767New |
$17.4K - $19.6K
|
767
$23.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33.9KNew |
$747K - $796K
|
33.9K
$1.02M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2K- 3.05% |
$43.7K - $46.7K
|
63.6K
$1.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$4.37K - $4.67K
|
200
$6.04K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-35K- 95.52% |
$747K - $819K
|
1.64K
$49.5K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 8.44% |
$36.7K - $40.8K
|
21.6K
$654K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
137K+ 20.7% |
$2.94M - $3.38M
|
797K
$24.1M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$459K - $557K
|
20.6K
$623K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
929New |
$20.6K - $25.1K
|
929
$28.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.32KNew |
$207K - $251K
|
9.32K
$281K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
200KNew |
$4.45M - $5.4M
|
200K
$6.05M
|
|