Latest Institutional Purchases of Advisors Inn.Circle Fd Iii Str (SAMT)
This list provides information on the latest institutional transactions involving Advisors Inn.Circle Fd Iii Str (SAMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.6K+ 32.35% |
$2.01M - $2.21M
|
326K
$9.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 163.79% |
$962K - $1.06M
|
61.4K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.9K+ 6.6% |
$602K - $662K
|
386K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 19.75% |
$525K - $578K
|
126K
$3.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.99K+ 4.02% |
$252K - $277K
|
258K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.76KNew |
$246K - $271K
|
9.76K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.99K+ 4.6% |
$201K - $222K
|
182K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 11.08% |
$51.6K - $56.7K
|
20.5K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.79K+ 0.45% |
$45K - $49.5K
|
402K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 3.77% |
$33.3K - $36.7K
|
36.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
564+ 28200.0% |
$14.2K - $15.7K
|
566
$17.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
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
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134New |
$3.28K - $3.55K
|
134
$4.05K
|
|
| Q1 2024 | |||||||
|
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
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.7 - $25.5
|
1
$30.2
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33.9KNew |
$747K - $796K
|
33.9K
$1.02M
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$4.37K - $4.67K
|
200
$6.04K
|
|
| 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 | |||||||
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
200KNew |
$4.45M - $5.4M
|
200K
$6.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$459K - $557K
|
20.6K
$623K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.32KNew |
$207K - $251K
|
9.32K
$281K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
929New |
$20.6K - $25.1K
|
929
$28.1K
|
|