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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.04K+ 1.25% |
$112K - $119K
|
246K
$9.12M
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 8.26% |
$68.7K - $76.1K
|
26.7K
$989K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
749+ 8.32% |
$25.2K - $28K
|
9.75K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.2K- 13.34% |
$74K - $82K
|
14.3K
$528K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
393New |
$13.2K - $14.7K
|
393
$14.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.63K+ 29.39% |
$88.5K - $98K
|
11.6K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 1.47% |
$27.7K - $30.7K
|
56.8K
$2.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
687New |
$23.2K - $25.7K
|
687
$25.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
443K+ 136.3% |
$14.9M - $16.5M
|
767K
$28.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-555- 3.3% |
$18.7K - $20.7K
|
16.3K
$603K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.67K+ 2.58% |
$191K - $212K
|
225K
$8.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
76.8K+ 60.83% |
$2.59M - $2.87M
|
203K
$7.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136+ 2.09% |
$4.58K - $5.08K
|
6.64K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
143KNew |
$4.83M - $5.35M
|
143K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.95K+ 2.52% |
$200K - $222K
|
242K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 5.7% |
$1.92K - $2.13K
|
1.06K
$39.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
363+ 4.88% |
$12.2K - $13.6K
|
7.8K
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.71KNew |
$260K - $288K
|
7.71K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 14.98% |
$118K - $131K
|
26.8K
$993K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 18.47% |
$45.6K - $50.5K
|
8.68K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.4K+ 117.32% |
$655K - $726K
|
36K
$1.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.38K- 1.59% |
$46.6K - $51.7K
|
85.7K
$3.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 28.79% |
$4.81M - $5.33M
|
639K
$23.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 20.84% |
$889K - $986K
|
153K
$5.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
150New |
$5.06K - $5.6K
|
150
$5.55K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
15.7K+ 3.6% |
$530K - $587K
|
452K
$16.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-61.8K- 4.68% |
$2.08M - $2.31M
|
1.26M
$46.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
132K+ 235.26% |
$4.45M - $4.93M
|
188K
$6.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-18.7K- 14.07% |
$631K - $699K
|
114K
$4.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
800+ 5.09% |
$27K - $29.9K
|
16.5K
$612K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71K+ 33.66% |
$2.39M - $2.65M
|
282K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
97New |
$3.27K - $3.62K
|
97
$3.59K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-83- 0.29% |
$2.8K - $3.1K
|
28.2K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-14.5K- 5.23% |
$488K - $540K
|
262K
$9.71M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.51K- 56.21% |
$40.8K - $51.9K
|
1.18K
$43.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$333K - $423K
|
12.3K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.6KNew |
$178K - $227K
|
6.6K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
395New |
$10.7K - $13.6K
|
395
$14.6K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31.3K - $36.4K
|
1.1K
$40.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77KNew |
$215K - $242K
|
7.77K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600New |
$16.6K - $18.7K
|
600
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
163New |
$4.5K - $5.08K
|
163
$6.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.66% |
$1.46K - $1.65K
|
171
$6.33K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.76KNew |
$246K - $271K
|
9.76K
$361K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134New |
$3.28K - $3.55K
|
134
$4.96K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$4.9K - $5.3K
|
200
$7.4K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 7.01% |
$23.1K - $25.9K
|
13.5K
$498K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.07KNew |
$47.1K - $52.8K
|
2.07K
$76.6K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33.9KNew |
$747K - $796K
|
33.9K
$1.25M
|
|