ADVISORS INNER CIRCLE FD III's ticker is and the CUSIP is 00775Y645. A total of 7 filers reported holding ADVISORS INNER CIRCLE FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $741,771 | -3.2% | 33,077 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $766,517 | +10.6% | 32,850 | +5.8% | 0.00% | 0.0% |
| Q1 2023 | $693,323 | +7.4% | 31,045 | +11.1% | 0.00% | 0.0% |
| Q4 2022 | $645,761 | +5770.6% | 27,955 | +5491.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 500 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triangle Securities Wealth Management | 243,931 | $5,634,806 | 2.07% |
| Beaumont Financial Advisors, LLC | 814,514 | $18,815,263 | 1.89% |
| FORTEM FINANCIAL GROUP, LLC | 112,846 | $2,606,743 | 1.53% |
| MCMILLION CAPITAL MANAGEMENT INC | 69,000 | $1,593,900 | 1.44% |
| Armor Investment Advisors, LLC | 64,952 | $1,500,391 | 0.91% |
| Archford Capital Strategies, LLC | 143,417 | $3,312,933 | 0.76% |
| Sageworth Trust Co | 200,314 | $4,627 | 0.37% |
| Cambridge Advisors Inc. | 37,422 | $864,448 | 0.23% |
| Aptus Capital Advisors, LLC | 220,433 | $5,092,002 | 0.16% |
| Jaffetilchin Investment Partners, LLC | 17,907 | $413,652 | 0.05% |