Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree SAMT Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding SAMT

On this page, we present all of the funds holding SAMT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SAMT, with a link to that fund's top holdings. The next columns indicate the amount of SAMT stock held by each of the funds holding SAMT, followed by the SAMT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding SAMT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding SAMT), click the fund name in the "Holder" column of the funds-holding-SAMT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.433,957$10,002 12/31/2023
     SAMT433,957$10,002 12/31/2023
Beaumont Financial Advisors LLC421,116$9,706 12/31/2023
     SAMT421,116$9,706 12/31/2023
Baird Financial Group Inc.353,028$8,137 12/31/2023
     SAMT353,028$8,137 12/31/2023
Triangle Securities Wealth Management281,885$7,155 03/31/2024
     SAMT281,885$7,155 03/31/2024
Aptus Capital Advisors LLC242,459$5,588 12/31/2023
     SAMT242,459$5,588 12/31/2023
Archford Capital Strategies LLC168,482$4,277 03/31/2024
     SAMT168,482$4,277 03/31/2024
Fortem Financial Group LLC108,800$2,508 12/31/2023
     SAMT108,800$2,508 12/31/2023
Armor Investment Advisors LLC98,041$2,489 03/31/2024
     SAMT98,041$2,489 03/31/2024
CI Private Wealth LLC106,995$2,466 12/31/2023
     SAMT106,995$2,466 12/31/2023
Greenwich Wealth Management LLC37,057$854 12/31/2023
     SAMT37,057$854 12/31/2023
Holderness Investments Co.33,900$781 12/31/2023
     SAMT33,900$781 12/31/2023
Cambridge Advisors Inc.29,853$758 03/31/2024
     SAMT29,853$758 03/31/2024
Captrust Financial Advisors29,552$681 12/31/2023
     SAMT29,552$681 12/31/2023
Fiduciary Trust Co.14,480$334 12/31/2023
     SAMT14,480$334 12/31/2023
Jaffetilchin Investment Partners LLC12,363$285 12/31/2023
     SAMT12,363$285 12/31/2023
UBS Group AG2,261$52 12/31/2023
     SAMT2,261$52 12/31/2023
Parallel Advisors LLC100$2 12/31/2023
     SAMT100$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     SAMT0$0 12/31/2023

See Summary: Institutional Holders of SAMT
See Details: Top 10 Hedge Funds Holding SAMT
Also See: SAMT Holdings Changes

Funds Holding SAMT | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.