ADVISORS INNER CIRCLE FD III's ticker is and the CUSIP is 00775Y645. A total of 18 filers reported holding ADVISORS INNER CIRCLE FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,543,401 | +6.2% | 173,611 | +3.0% | 0.74% | +2.5% |
| Q1 2024 | $4,276,529 | +13.5% | 168,482 | +3.1% | 0.72% | +4.2% |
| Q4 2023 | $3,768,003 | +4.8% | 163,479 | +1.9% | 0.69% | -4.3% |
| Q3 2023 | $3,597,100 | -5.9% | 160,399 | -1.0% | 0.72% | -0.7% |
| Q2 2023 | $3,820,660 | +11.7% | 161,973 | +6.2% | 0.72% | +1.7% |
| Q1 2023 | $3,420,654 | +3.3% | 152,529 | +6.4% | 0.71% | -6.4% |
| Q4 2022 | $3,312,933 | – | 143,417 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triangle Securities Wealth Management | 279,196 | $6,435,136 | 2.00% |
| FORTEM FINANCIAL GROUP, LLC | 108,800 | $2,507,709 | 1.25% |
| Armor Investment Advisors, LLC | 91,991 | $2,120,284 | 1.12% |
| Beaumont Financial Advisors, LLC | 421,116 | $9,706,220 | 0.88% |
| Archford Capital Strategies, LLC | 163,479 | $3,768,003 | 0.69% |
| HOLDERNESS INVESTMENTS CO | 33,900 | $781,354 | 0.22% |
| Cambridge Advisors Inc. | 31,202 | $719,159 | 0.18% |
| Aptus Capital Advisors, LLC | 242,459 | $5,588,389 | 0.15% |
| Greenwich Wealth Management LLC | 37,057 | $854 | 0.08% |
| Jaffetilchin Investment Partners, LLC | 12,363 | $284,960 | 0.03% |