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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
395New |
$10.7K - $13.6K
|
395
$13.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.5K+ 0.91% |
$67.7K - $86.2K
|
277K
$9.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 1910.45% |
$6.25M - $7.96M
|
243K
$8.32M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.6K+ 8.79% |
$869K - $1.01M
|
378K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.68KNew |
$76.3K - $88.8K
|
2.68K
$91.7K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.55K- 15.52% |
$101K - $118K
|
19.3K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.61K- 9.48% |
$74.1K - $86.3K
|
24.9K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.66K+ 2.2% |
$161K - $187K
|
263K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31.3K - $36.4K
|
1.1K
$37.6K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
206K+ 52.8% |
$5.86M - $6.81M
|
596K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
48K+ 115.24% |
$1.36M - $1.59M
|
89.6K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 18.02% |
$93.8K - $109K
|
21.6K
$739K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
304KNew |
$8.64M - $10.1M
|
304K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59K+ 16.08% |
$216K - $251K
|
54.8K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
453+ 0.34% |
$12.9K - $15K
|
132K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.64K- 1.76% |
$46.5K - $54.1K
|
91.2K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.01K+ 29.7% |
$57.2K - $66.6K
|
8.79K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 9.15% |
$1.06M - $1.23M
|
444K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 10.48% |
$44.4K - $51.6K
|
16.4K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.2KNew |
$490K - $570K
|
17.2K
$589K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
373+ 1.25% |
$10.6K - $12.3K
|
30.3K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.28K- 6.54% |
$36.3K - $42.3K
|
18.3K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.1K+ 8.37% |
$457K - $531K
|
208K
$7.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
237KNew |
$6.75M - $7.86M
|
237K
$8.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 53.45% |
$121K - $141K
|
12.2K
$418K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77KNew |
$215K - $242K
|
7.77K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.1K- 81.48% |
$1.38M - $1.56M
|
11.4K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600New |
$16.6K - $18.7K
|
600
$20.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
163New |
$4.5K - $5.08K
|
163
$5.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.66% |
$1.46K - $1.65K
|
171
$5.85K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.76KNew |
$246K - $271K
|
9.76K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
564+ 28200.0% |
$14.2K - $15.7K
|
566
$19.4K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134New |
$3.28K - $3.55K
|
134
$4.58K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 16.67% |
$4.9K - $5.3K
|
1K
$34.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$4.9K - $5.3K
|
200
$6.84K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.7 - $25.5
|
1
$34.2
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 7.01% |
$23.1K - $25.9K
|
13.5K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.07KNew |
$47.1K - $52.8K
|
2.07K
$70.8K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33.9KNew |
$747K - $796K
|
33.9K
$1.16M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2K- 3.05% |
$43.7K - $46.7K
|
63.6K
$2.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$4.37K - $4.67K
|
200
$6.84K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-35K- 95.52% |
$747K - $819K
|
1.64K
$56.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
137K+ 20.7% |
$2.94M - $3.38M
|
797K
$27.2M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$459K - $557K
|
20.6K
$706K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
929New |
$20.6K - $25.1K
|
929
$31.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.32KNew |
$207K - $251K
|
9.32K
$319K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
200KNew |
$4.45M - $5.4M
|
200K
$6.85M
|
|