Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / COM
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Number of holders
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7
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Total 13F shares, excl. options
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1,015,089
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Shares change
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+71,768
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Total reported value, excl. options
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$38,411,789
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Value change
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+$2,809,474
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Number of buys
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3
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Number of sells
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1
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Price
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$37.74
Institutional Holders of ADVISORS INNER CIRCLE FD EDGWD GRW INST - COM as of Q3 2023
As of 30 Sep 2023 ADVISORS INNER CIRCLE FD EDGWD GRW INST - COM had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,015,089 shares of stock of the company.
Largest 7 holders included Fulton Bank, N.A., PARTNERS CAPITAL INVESTMENT GROUP, LLP, ORG Partners LLC, Strategic Investment Solutions, Inc. /IL, NEVILLE RODIE & SHAW INC, DIVIDEND ASSETS CAPITAL, LLC, and TUCKER ASSET MANAGEMENT LLC.
This table shows 7 institutional shareholders of the security as of 30 Sep 2023.
| 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.