Institutional Ownership Advisors Inner Circle Fd Iii D (DMCY)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii D (DMCY). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 216,458 shares, which have been reported (via 13F filing form) to have a value of $5.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
50,250
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,775
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
25,965
shares
|
$671,454
0.22% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
21,880
shares
|
$565,816
0.87% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,370
shares
|
$552,628
0.0% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
17,446
shares
|
$451,153
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,149
shares
|
$417,613
0.0% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
13,374
shares
|
$345,851
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,450
shares
|
$192,657
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
682
shares
|
$17,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
117
shares
|
$3,025
0.0% of portfolio
|
Q3 2024
Added 74.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|