ADVISORS INNER CIRCLE FD III's ticker is and the CUSIP is 00775Y645. A total of 21 filers reported holding ADVISORS INNER CIRCLE FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,484,055 | +1.3% | 63,600 | -3.0% | 1.32% | -4.3% |
| Q1 2023 | $1,465,058 | -8.1% | 65,600 | -4.9% | 1.38% | -4.2% |
| Q4 2022 | $1,593,900 | +6.6% | 69,000 | -0.6% | 1.44% | +4.2% |
| Q3 2022 | $1,495,000 | -8.2% | 69,400 | -3.2% | 1.38% | +2.1% |
| Q2 2022 | $1,628,000 | -32.0% | 71,700 | -19.7% | 1.36% | -8.6% |
| Q1 2022 | $2,395,000 | – | 89,300 | – | 1.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triangle Securities Wealth Management | 272,511 | $6,111,295 | 2.17% |
| FORTEM FINANCIAL GROUP, LLC | 109,180 | $2,448,460 | 1.44% |
| Armor Investment Advisors, LLC | 87,117 | $1,953,679 | 1.16% |
| Beaumont Financial Advisors, LLC | 438,893 | $9,842,560 | 0.98% |
| Archford Capital Strategies, LLC | 160,399 | $3,597,100 | 0.72% |
| Cambridge Advisors Inc. | 38,767 | $869,375 | 0.23% |
| Aptus Capital Advisors, LLC | 259,037 | $5,809,138 | 0.16% |
| Greenwich Wealth Management LLC | 36,034 | $808 | 0.08% |
| Jaffetilchin Investment Partners, LLC | 11,788 | $264,354 | 0.03% |
| Baird Financial Group, Inc. | 340,590 | $7,638,038 | 0.02% |