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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 1910.45% |
$6.25M - $7.96M
|
243K
$8.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.5K+ 0.91% |
$67.7K - $86.2K
|
277K
$9.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
395New |
$10.7K - $13.6K
|
395
$13.5K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
304KNew |
$8.64M - $10.1M
|
304K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
237KNew |
$6.75M - $7.86M
|
237K
$8.12M
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 9.15% |
$1.06M - $1.23M
|
444K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.6K+ 8.79% |
$869K - $1.01M
|
378K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.2KNew |
$490K - $570K
|
17.2K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.1K+ 8.37% |
$457K - $531K
|
208K
$7.11M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.59K+ 16.08% |
$216K - $251K
|
54.8K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.66K+ 2.2% |
$161K - $187K
|
263K
$8.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 53.45% |
$121K - $141K
|
12.2K
$418K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 18.02% |
$93.8K - $109K
|
21.6K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.68KNew |
$76.3K - $88.8K
|
2.68K
$91.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.01K+ 29.7% |
$57.2K - $66.6K
|
8.79K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 10.48% |
$44.4K - $51.6K
|
16.4K
$562K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31.3K - $36.4K
|
1.1K
$37.6K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
453+ 0.34% |
$12.9K - $15K
|
132K
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
373+ 1.25% |
$10.6K - $12.3K
|
30.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77KNew |
$215K - $242K
|
7.77K
$266K
|
|
|
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
|
|
| 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 | |||||||
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$4.9K - $5.3K
|
200
$6.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134New |
$3.28K - $3.55K
|
134
$4.58K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.07KNew |
$47.1K - $52.8K
|
2.07K
$70.8K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.7 - $25.5
|
1
$34.2
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33.9KNew |
$747K - $796K
|
33.9K
$1.16M
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$4.37K - $4.67K
|
200
$6.84K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
137K+ 20.7% |
$2.94M - $3.38M
|
797K
$27.2M
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
200KNew |
$4.45M - $5.4M
|
200K
$6.85M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$459K - $557K
|
20.6K
$706K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.32KNew |
$207K - $251K
|
9.32K
$319K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
929New |
$20.6K - $25.1K
|
929
$31.8K
|
|