Institutional Ownership Advisors Inner Circle Fd Iii S (SAGP)
This table provides information about the institutional ownership of Advisors Inner Circle Fd Iii S (SAGP). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 922,510 shares, which have been reported (via 13F filing form) to have a value of $27.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
413,056
shares
|
$12.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
350,467
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
81,078
shares
|
$2.39 Million
0.66% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
21,521
shares
|
$634,008
0.15% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
17,697
shares
|
$521,353
0.08% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
13,429
shares
|
$395,618
0.03% of portfolio
|
Q1 2025
Reduced 10.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,420
shares
|
$395,353
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
11,342
shares
|
$334,135
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
500
shares
|
$14,730
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|