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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 433,957 | $10,002 | 12/31/2023 | SAMT | 433,957 | $10,002 | 12/31/2023 | Beaumont Financial Advisors LLC | 421,116 | $9,706 | 12/31/2023 | SAMT | 421,116 | $9,706 | 12/31/2023 | Baird Financial Group Inc. | 353,028 | $8,137 | 12/31/2023 | SAMT | 353,028 | $8,137 | 12/31/2023 | Triangle Securities Wealth Management | 281,885 | $7,155 | 03/31/2024 | SAMT | 281,885 | $7,155 | 03/31/2024 | Aptus Capital Advisors LLC | 242,459 | $5,588 | 12/31/2023 | SAMT | 242,459 | $5,588 | 12/31/2023 | Archford Capital Strategies LLC | 168,482 | $4,277 | 03/31/2024 | SAMT | 168,482 | $4,277 | 03/31/2024 | Fortem Financial Group LLC | 108,800 | $2,508 | 12/31/2023 | SAMT | 108,800 | $2,508 | 12/31/2023 | Armor Investment Advisors LLC | 98,041 | $2,489 | 03/31/2024 | SAMT | 98,041 | $2,489 | 03/31/2024 | CI Private Wealth LLC | 106,995 | $2,466 | 12/31/2023 | SAMT | 106,995 | $2,466 | 12/31/2023 | Greenwich Wealth Management LLC | 37,057 | $854 | 12/31/2023 | SAMT | 37,057 | $854 | 12/31/2023 | Holderness Investments Co. | 33,900 | $781 | 12/31/2023 | SAMT | 33,900 | $781 | 12/31/2023 | Cambridge Advisors Inc. | 29,853 | $758 | 03/31/2024 | SAMT | 29,853 | $758 | 03/31/2024 | Captrust Financial Advisors | 29,552 | $681 | 12/31/2023 | SAMT | 29,552 | $681 | 12/31/2023 | Fiduciary Trust Co. | 14,480 | $334 | 12/31/2023 | SAMT | 14,480 | $334 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 12,363 | $285 | 12/31/2023 | SAMT | 12,363 | $285 | 12/31/2023 | UBS Group AG | 2,261 | $52 | 12/31/2023 | SAMT | 2,261 | $52 | 12/31/2023 | Parallel Advisors LLC | 100 | $2 | 12/31/2023 | SAMT | 100 | $2 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | SAMT | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SAMT
See Details: Top 10 Hedge Funds Holding SAMT
Also See: SAMT Holdings Changes
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