Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.2KNew |
$1.3M - $1.47M
|
47.2K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.3K+ 5.65% |
$283K - $319K
|
192K
$5.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7.97KNew |
$220K - $248K
|
7.97K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 33.06% |
$102K - $115K
|
14.9K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
350+ 1.18% |
$9.67K - $10.9K
|
29.9K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-53- 23.66% |
$1.46K - $1.65K
|
171
$5.24K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.55K- 4.67% |
$126K - $142K
|
92.9K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.69K- 1.65% |
$130K - $146K
|
280K
$8.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11.6K- 2.9% |
$322K - $363K
|
390K
$12M
|