Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
443K+ 136.3% |
$14.9M - $16.5M
|
767K
$28.4M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
143KNew |
$4.83M - $5.35M
|
143K
$5.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 28.79% |
$4.81M - $5.33M
|
639K
$23.6M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
132K+ 235.26% |
$4.45M - $4.93M
|
188K
$6.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
76.8K+ 60.83% |
$2.59M - $2.87M
|
203K
$7.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
71K+ 33.66% |
$2.39M - $2.65M
|
282K
$10.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 20.84% |
$889K - $986K
|
153K
$5.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.4K+ 117.32% |
$655K - $726K
|
36K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
15.7K+ 3.6% |
$530K - $587K
|
452K
$16.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.71KNew |
$260K - $288K
|
7.71K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.95K+ 2.52% |
$200K - $222K
|
242K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.67K+ 2.58% |
$191K - $212K
|
225K
$8.34M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 14.98% |
$118K - $131K
|
26.8K
$993K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.63K+ 29.39% |
$88.5K - $98K
|
11.6K
$428K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.04K+ 8.26% |
$68.7K - $76.1K
|
26.7K
$989K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 18.47% |
$45.6K - $50.5K
|
8.68K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 1.47% |
$27.7K - $30.7K
|
56.8K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
800+ 5.09% |
$27K - $29.9K
|
16.5K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
749+ 8.32% |
$25.2K - $28K
|
9.75K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
687New |
$23.2K - $25.7K
|
687
$25.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
393New |
$13.2K - $14.7K
|
393
$14.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
363+ 4.88% |
$12.2K - $13.6K
|
7.8K
$289K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
160+ 0.07% |
$5.39K - $5.98K
|
243K
$9.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
150New |
$5.06K - $5.6K
|
150
$5.55K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136+ 2.09% |
$4.58K - $5.08K
|
6.64K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
97New |
$3.27K - $3.62K
|
97
$3.59K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 5.7% |
$1.92K - $2.13K
|
1.06K
$39.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-83- 0.29% |
$2.8K - $3.1K
|
28.2K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-555- 3.3% |
$18.7K - $20.7K
|
16.3K
$603K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.38K- 1.59% |
$46.6K - $51.7K
|
85.7K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.2K- 13.34% |
$74K - $82K
|
14.3K
$528K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-14.5K- 5.23% |
$488K - $540K
|
262K
$9.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-18.7K- 14.07% |
$631K - $699K
|
114K
$4.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-61.8K- 4.68% |
$2.08M - $2.31M
|
1.26M
$46.6M
|
|