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SAMTSAMT
2 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ADVISORS INNER CIRCLE FD III

LPL Financial LLC holds 115,202 shares of SAMT (ADVISORS INNER CIRCLE FD III), worth $5.5M as of 2026-Q2. The position was increased (+241.1% shares). SAMT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$5.5M

Current Shares

115,202

Total Value Change

+$4.2M

Total Shares Change

+81,431

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
115,202
+241.1%
$5.5M0.0%$47.74
44
2026-Q1
New
33,771
-
$1.3M0.0%$39.53
35

Other major holders of SAMT: ENVESTNET ASSET MANAGEMENT INC, Baird Financial Group, Inc., BANK OF AMERICA CORP /DE/

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