Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-53.8K- 14.2% |
$1.45M - $1.85M
|
325K
$11.5M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-26.5K- 10.09% |
$716K - $912K
|
236K
$8.35M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.8K- 7.51% |
$482K - $614K
|
220K
$7.77M
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.15K- 4.55% |
$112K - $143K
|
87.1K
$3.08M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.89K- 14.93% |
$78.1K - $99.4K
|
16.5K
$582K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.97K- 6.49% |
$53.2K - $67.7K
|
28.3K
$1M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.51K- 56.21% |
$40.8K - $51.9K
|
1.18K
$41.6K
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.42K- 7.75% |
$38.3K - $48.7K
|
16.8K
$596K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-230- 0.92% |
$6.22K - $7.92K
|
24.7K
$873K
|
|
Q4 2024 | |||||||
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.66% |
$1.46K - $1.65K
|
171
$6.05K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 16.67% |
$4.9K - $5.3K
|
1K
$35.4K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 7.01% |
$23.1K - $25.9K
|
13.5K
$476K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2K- 3.05% |
$43.7K - $46.7K
|
63.6K
$2.25M
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-35K- 95.52% |
$747K - $819K
|
1.64K
$58K
|