ADVISORS INNER CIRCLE FD III's ticker is and the CUSIP is 00775Y645. A total of 17 filers reported holding ADVISORS INNER CIRCLE FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,809,138 | +7.0% | 259,037 | +11.3% | 0.16% | +21.5% |
| Q2 2023 | $5,431,548 | +4.7% | 232,772 | +0.2% | 0.13% | -6.5% |
| Q1 2023 | $5,189,901 | +1.9% | 232,385 | +5.4% | 0.14% | -10.9% |
| Q4 2022 | $5,092,002 | -2.2% | 220,433 | -8.8% | 0.16% | +24.8% |
| Q3 2022 | $5,209,000 | +12.0% | 241,819 | +18.0% | 0.12% | +3.3% |
| Q2 2022 | $4,652,000 | +308.8% | 204,924 | +382.7% | 0.12% | +332.1% |
| Q1 2022 | $1,138,000 | – | 42,454 | – | 0.03% | – |
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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% |