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 12 institutions that hold shares in the stock, with a total of 211,972 shares, which have been reported (via 13F filing form) to have a value of $5.51 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
42,146
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2024
Added 9.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,775
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
24,000
shares
|
$630,000
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,791
shares
|
$572,013
0.0% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
19,254
shares
|
$505,417
0.0% of portfolio
|
Q2 2024
Reduced 47.28%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
17,418
shares
|
$457,222
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
16,659
shares
|
$437,298
0.71% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
David R. Rahn & Associates Inc.
|
Jul 24, 2024 Q2 2024 |
14,755
shares
|
$387,318
0.12% of portfolio
|
Q2 2024
Added 20.4%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
13,375
shares
|
$351,093
0.0% of portfolio
|
Q2 2024
Added 11.64%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
682
shares
|
$17,902
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
117
shares
|
$3,071
0.0% of portfolio
|
Q3 2024
Added 74.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|