Institutional Ownership Advisors Inn.Circle Fd Iii Str (SAMT)
This table provides information about the institutional ownership of Advisors Inn.Circle Fd Iii Str (SAMT). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 3.23 Million shares, which have been reported (via 13F filing form) to have a value of $93.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
600
shares
|
$17,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
200
shares
|
$5,802
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
171
shares
|
$4,960
0.0% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
163
shares
|
$4,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$29
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
|