Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / DEMOCRACY INTERN
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Number of holders
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10
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Total 13F shares, excl. options
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209K
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Shares change
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-26.1K
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Total reported value, excl. options
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$5.33M
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Value change
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-$668K
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Number of buys
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7
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Number of sells
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-4
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Price
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$25.52
Significant Holders of ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN (DMCY) as of Q2 2024
12 filings reported holding DMCY - ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN as of Q2 2024.
ADVISORS INNER CIRCLE FD III - DEMOCRACY INTERN (DMCY) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 209K shares
.
Largest 10 shareholders include Kingsview Wealth Management, LLC (42.1K shares), Cambridge Investment Research Advisors, Inc. (40.5K shares), HighTower Advisors, LLC (24K shares), GTS SECURITIES LLC (21.8K shares), CITADEL ADVISORS LLC (19.3K shares), Parallel Advisors, LLC (17.4K shares), Sonoma Private Wealth LLC (15.6K shares), AVALON CAPITAL MANAGEMENT (14.8K shares), REGIONS FINANCIAL CORP (13.4K shares), and Venturi Wealth Management, LLC (67 shares).
This table shows the top 10 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.