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 13 institutions that hold shares in the stock, with a total of 219,314 shares, which have been reported (via 13F filing form) to have a value of $5.54 Million.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
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	$1.28 Million 0.03% of portfolio	Q4 2024 Added 2.05%
Cambridge Investment Research Advisors, Inc.	Apr 22, 2025 Q1 2025	42,465 shares	$1.08 Million 0.0% of portfolio	Q1 2025 Reduced 3.19%
David R. Rahn & Associates Inc.	Feb 04, 2025 Q4 2024	25,965 shares	$658,991 0.22% of portfolio	Q4 2024 Reduced 14.94%
Gts Securities LLC New York, NY	Feb 18, 2025 Q4 2024	25,046 shares	$635,667 0.03% of portfolio	Q4 2024 Added 55.09%
Sonoma Private Wealth LLC San Francisco, CA	Feb 06, 2025 Q4 2024	21,880 shares	$555,314 0.87% of portfolio	Q4 2024 Added 31.34%
High Tower Advisors, LLC Chicago, IL	Feb 07, 2025 Q4 2024	21,370 shares	$542,370 0.0% of portfolio	Q4 2024 Reduced 10.96%
Parallel Advisors, LLC	Apr 07, 2025 Q1 2025	17,476 shares	$443,540 0.01% of portfolio	Q1 2025 Added 0.17%
Regions Financial Corp	Feb 14, 2025 Q4 2024	13,366 shares	$339,229 0.0% of portfolio	Q4 2024 Reduced 0.06%
Ubs Group Ag	Feb 14, 2025 Q4 2024	696 shares	$17,664 0.0% of portfolio	Q4 2024 New holding
Zrc Wealth Management, LLC Santa Rosa, CA	Apr 09, 2025 Q1 2025	682 shares	$17,309 0.01% of portfolio	Q3 2024 New holding
Venturi Wealth Management, LLC Austin, TX	Jan 31, 2025 Q4 2024	117 shares	$2,969 0.0% of portfolio	Q3 2024 Added 74.63%
Morgan Stanley New York, NY	Feb 14, 2025 Q4 2024	1 shares	$25 0.0% of portfolio	Q4 2024 New holding
Concourse Financial Group Securities, Inc. Birmingham, AL	Feb 13, 2025 Q4 2024	0 shares	$0 0.0% of portfolio	Q4 2024 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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