Institutional Ownership Advisors Inn.Circle Fd Iii Str (SAMT)
This table provides information about the institutional ownership of Advisors Inn.Circle Fd Iii Str (SAMT). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 3.22 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
200
shares
|
$6,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
171
shares
|
$5,545
0.0% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
163
shares
|
$5,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|