Latest Institutional Purchases of The Advisors Inner Circle Fd I (DEMZ)
This list provides information on the latest institutional transactions involving The Advisors Inner Circle Fd I (DEMZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
613+ 1.12% |
$19.9K - $22K
|
55.3K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
184+ 32.0% |
$5.98K - $6.62K
|
759
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20+ 133.33% |
$650 - $719
|
35
$1.28K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6KNew |
$187K - $208K
|
6K
$219K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10.4KNew |
$298K - $345K
|
10.4K
$380K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.16% |
$57.3 - $66.4
|
174
$6.36K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1KNew |
$407K - $477K
|
16.1K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$59.1K - $69.3K
|
2.33K
$85.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.33KNew |
$59.1K - $69.3K
|
2.33K
$85.2K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
437New |
$10.4K - $11.6K
|
437
$16K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1New |
$23.9 - $26.5
|
1
$36.5
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
134New |
$2.94K - $3.59K
|
134
$4.9K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.26KNew |
$56.1K - $62.3K
|
2.26K
$82.6K
|
|