Purchases and Sales Made in Q3 2025 in The Advisors Inner Circle Fd I (DEMZ)
This table provides information about the institutional ownership of The Advisors Inner Circle Fd I (DEMZ) during Q3 2025. The information is specifically focused on institutions that hold shares of THE ADVISORS INNER CIRCLE FD I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.8KNew |
$186K - $201K
|
4.8K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.27K+ 5.66% |
$127K - $137K
|
61K
$2.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
558+ 0.99% |
$21.7K - $23.3K
|
56.8K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
483+ 34.3% |
$18.8K - $20.2K
|
1.89K
$79.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25- 4.34% |
$971 - $1.05K
|
551
$23.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27- 4.01% |
$1.05K - $1.13K
|
647
$27.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-162- 4.09% |
$6.29K - $6.77K
|
3.8K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.9K- 67.59% |
$2.83M - $3.05M
|
34.9K
$1.47M
|
|