Latest Institutional Transactions on Advisors Inner Circle Fd Iii D (DMCY)
This table provides information on the latest institutional transactions involving Advisors Inner Circle Fd Iii D (DMCY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-28.2K- 78.93% |
$787K - $848K
|
7.53K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 8.25% |
$39.3K - $42.4K
|
15.7K
$479K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 8.49% |
$41.4K - $44.6K
|
16K
$489K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40+ 0.1% |
$1.12K - $1.2K
|
41.1K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 0.71% |
$3.96K - $4.27K
|
19.9K
$607K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44.2KNew |
$1.23M - $1.33M
|
44.2K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-214- 1.81% |
$5.97K - $6.43K
|
11.6K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 9.84% |
$167 - $180
|
67
$2.05K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16KNew |
$370K - $457K
|
16K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Nia Impact Advisors, LLC
|
BUY
|
- |
7.45KNew |
$172K - $213K
|
7.45K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.24K- 4.49% |
$51.6K - $63.8K
|
47.6K
$1.45M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
332+ 47.7% |
$8.13K - $8.93K
|
1.03K
$31.4K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.02% |
$73.4 - $80.7
|
13.4K
$409K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$24.8 - $27.1
|
1
$30.6
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 74.63% |
$1.22K - $1.38K
|
117
$3.58K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
682New |
$16.7K - $18.9K
|
682
$20.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.3K- 47.28% |
$0 - $454K
|
19.3K
$589K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.92K- 6.8% |
$41.3K - $48K
|
26.3K
$806K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100New |
$2.29K - $2.43K
|
100
$3.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.5KNew |
$286K - $303K
|
12.5K
$381K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$3.82K - $4.54K
|
200
$6.12K
|
|