Latest Institutional Purchases of Advisors Inn.Circle Fd Iii Str (SAMT)
This list provides information on the latest institutional transactions involving Advisors Inn.Circle Fd Iii Str (SAMT) 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 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
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.3KNew |
$333K - $423K
|
12.3K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.6KNew |
$178K - $227K
|
6.6K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
395New |
$10.7K - $13.6K
|
395
$14.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$31.3K - $36.4K
|
1.1K
$40.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.77KNew |
$215K - $242K
|
7.77K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
600New |
$16.6K - $18.7K
|
600
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
163New |
$4.5K - $5.08K
|
163
$6.03K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.76KNew |
$246K - $271K
|
9.76K
$361K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$4.9K - $5.3K
|
200
$7.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134New |
$3.28K - $3.55K
|
134
$4.96K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.07KNew |
$47.1K - $52.8K
|
2.07K
$76.6K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33.9KNew |
$747K - $796K
|
33.9K
$1.25M
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$4.37K - $4.67K
|
200
$7.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
137K+ 20.7% |
$2.94M - $3.38M
|
797K
$29.5M
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
200KNew |
$4.45M - $5.4M
|
200K
$7.41M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$459K - $557K
|
20.6K
$764K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.32KNew |
$207K - $251K
|
9.32K
$345K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
929New |
$20.6K - $25.1K
|
929
$34.4K
|
|