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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11.6K- 2.9% |
$322K - $363K
|
390K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.69K- 1.65% |
$130K - $146K
|
280K
$8.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.55K- 4.67% |
$126K - $142K
|
92.9K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.66% |
$1.46K - $1.65K
|
171
$5.44K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.41K- 10.95% |
$85.9K - $94.5K
|
27.7K
$882K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.3K- 44.96% |
$619K - $670K
|
30.9K
$985K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-200- 16.67% |
$4.9K - $5.3K
|
1K
$31.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 7.01% |
$23.1K - $25.9K
|
13.5K
$429K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2K- 3.05% |
$43.7K - $46.7K
|
63.6K
$2.02M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-35K- 95.52% |
$747K - $819K
|
1.64K
$52.2K
|
|