Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
79.6K+ 32.35% |
$2.01M - $2.21M
|
326K
$9.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 163.79% |
$962K - $1.06M
|
61.4K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.9K+ 6.6% |
$602K - $662K
|
386K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 19.75% |
$525K - $578K
|
126K
$3.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.99K+ 4.02% |
$252K - $277K
|
258K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.76KNew |
$246K - $271K
|
9.76K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.99K+ 4.6% |
$201K - $222K
|
182K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.05K+ 11.08% |
$51.6K - $56.7K
|
20.5K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.79K+ 0.45% |
$45K - $49.5K
|
402K
$12.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 3.77% |
$33.3K - $36.7K
|
36.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
564+ 28200.0% |
$14.2K - $15.7K
|
566
$17.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-45- 0.15% |
$1.13K - $1.25K
|
29.6K
$893K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-272- 2.37% |
$6.86K - $7.55K
|
11.2K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-526- 0.54% |
$13.3K - $14.6K
|
97.4K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-617- 0.22% |
$15.6K - $17.1K
|
285K
$8.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.41K- 10.95% |
$85.9K - $94.5K
|
27.7K
$837K
|