Purchases and Sales Made in Q2 2025 in Advisors Inn.Circle Fd Iii Str (SAMT)
This table provides information about the institutional ownership of Advisors Inn.Circle Fd Iii Str (SAMT) during Q2 2025. The information is specifically focused on institutions that hold shares of ADVISORS INN.CIRCLE FD III STR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
724K+ 121.42% |
$19.6M - $24.9M
|
1.32M
$47.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 1910.45% |
$6.25M - $7.96M
|
243K
$8.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
133K+ 43.61% |
$3.59M - $4.57M
|
437K
$15.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
118K+ 1340.9% |
$3.19M - $4.06M
|
127K
$4.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.5K+ 11.83% |
$1.42M - $1.81M
|
496K
$17.7M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
38.9K+ 225.7% |
$1.05M - $1.34M
|
56.1K
$2M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.44KNew |
$201K - $256K
|
7.44K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.33KNew |
$198K - $252K
|
7.33K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.99K+ 1.44% |
$81K - $103K
|
211K
$7.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.5K+ 0.91% |
$67.7K - $86.2K
|
277K
$9.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 2.13% |
$31.6K - $40.2K
|
55.9K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
395New |
$10.7K - $13.6K
|
395
$14.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131+ 0.8% |
$3.54K - $4.51K
|
16.6K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.97K- 6.49% |
$53.2K - $67.7K
|
28.3K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.8K- 7.51% |
$482K - $614K
|
220K
$7.84M
|