Who owns ADVISORS INNER CIRCLE FD III?
- Ticker: DEMZ
- CUSIP Number: 00774q346
Tip: Access positions for across all investors
Analyze quarterly positions in Advisors Inner Circle Fd Iii with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Advisors Inner Circle Fd Iii stock
Who bought or sold ADVISORS INNER CIRCLE FD III this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions | 60k | $2.1M | -28% | Sep 2024 |
|
| Maxwell Wealth Strategies | 55k | $2.0M | 1% | Sep 2024 |
|
| Advisor Group Holdings | 32k | $1.2M | -66% | Sep 2024 |
|
| Accordant Advisory Group | 10k | $374k | 0% | Sep 2024 |
|
| Wedbush Morgan Securities | 6.0k | $216k | 0% | Sep 2024 |
|
| Stephenson National Bank & Trust | 4.1k | $149k | 0% | Sep 2024 |
|
| Mendota Financial Group | 3.9k | $142k | -1% | Sep 2024 |
|
| Us Bancorp | 2.3k | $81k | 0% | Sep 2024 |
|
| AdvisorNet Financial | 1.1k | $41k | 0% | Sep 2024 |
|
| CWM | 1.1k | $38k | 0% | Sep 2024 |
|
| Morgan Stanley | 575.00 | $36k | 186% | Jun 2024 |
|
| Johnson Financial Group | 437.00 | $16k | 0% | Sep 2024 |
|
| Hanson McClain Advisors | 174.00 | $6.2k | 0% | Sep 2024 |
|
| Wells Fargo & Company | 35.00 | $1.3k | 133% | Sep 2024 |
|