Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / STRATEGAS GBL PO
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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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916K
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Shares change
-
-11.8K
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Total reported value, excl. options
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$26.1M
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Value change
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-$372K
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Number of buys
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3
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Number of sells
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-7
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Price
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$28.49
Significant Holders of ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP) as of Q4 2024
14 filings reported holding SAGP - ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO as of Q4 2024.
ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 916K shares
.
Largest 10 shareholders include Baird Financial Group, Inc. (413K shares), ENVESTNET ASSET MANAGEMENT INC (350K shares), Triangle Securities Wealth Management (79.6K shares), Cambridge Advisors Inc. (22.1K shares), Archford Capital Strategies, LLC (21.9K shares), Jaffetilchin Investment Partners, LLC (15K shares), Fiduciary Trust Co (13.4K shares), Parallel Advisors, LLC (500 shares), GAMMA Investing LLC (217 shares), and PSI Advisors, LLC (172 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.