Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / CAMBIAR AGGRES
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Number of holders
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8
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Total 13F shares, excl. options
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45.8K
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Shares change
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+7.57K
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Total reported value, excl. options
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$1.13M
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Value change
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+$188K
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Number of buys
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2
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Number of sells
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-2
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Price
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$24.66
Significant Holders of ADVISORS INNER CIRCLE FD - CAMBIAR AGGRES (CAMX) as of Q2 2023
9 filings reported holding CAMX - ADVISORS INNER CIRCLE FD - CAMBIAR AGGRES as of Q2 2023.
ADVISORS INNER CIRCLE FD - CAMBIAR AGGRES (CAMX) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45.8K shares
.
Largest 9 shareholders include Kohmann Bosshard Financial Services, LLC (11.5K shares), Steward Partners Investment Advisory, LLC (11K shares), WADDELL & ASSOCIATES, LLC (10.9K shares), JANE STREET GROUP, LLC (10.5K shares), WR Wealth Planners, LLC (1.13K shares), MORGAN STANLEY (481 shares), WELLS FARGO & COMPANY/MN (280 shares), Key Financial Inc (87 shares), and UBS Group AG (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.