Institutional Ownership Advisors Inn.Circle Fd Iii Str (SAMT)
This table provides information about the institutional ownership of Advisors Inn.Circle Fd Iii Str (SAMT). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,465
shares
|
$498,339
0.01% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,556
shares
|
$427,687
0.0% of portfolio
|
Q3 2025
Added 29.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
9,748
shares
|
$360,773
0.0% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,680
shares
|
$321,246
0.0% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,798
shares
|
$288,603
0.02% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,714
shares
|
$285,495
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,639
shares
|
$245,709
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,057
shares
|
$39,119
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
687
shares
|
$25,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
395
shares
|
$14,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
393
shares
|
$14,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
200
shares
|
$7,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
163
shares
|
$6,032
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
150
shares
|
$5,551
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
97
shares
|
$3,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|