SAMT

Strategas Macro Them Opps

Latest period2024 - Q4Total superinvestors8

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 8 superinvestors own shares of Strategas Macro Them Opps (SAMT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Strategas Macro Them Opps (SAMT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Strategas Macro Them Opps (SAMT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Strategas Macro Them Opps (SAMT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -2.89%
0.86%
$11.369M
390,202 shares@ 29.14 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Decreased -1.64%
2.1%
$8.157M
279,969 shares@ 29.14 avg price
Brett D'Orlando@Fortem Financial Group, Llc
Recent Activity
Decreased -4.66%
1.05%
$2.706M
92,871 shares@ 29.14 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 1.19%
0.2%
$871,527
29,913 shares@ 29.14 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 33.07%
0.02%
$444,315
14,879 shares@ 29.87 avg price
Sam Kirkpatrick@Mayfair Advisory Group, Llc
Recent Activity
New Position
0.14%
$232,206
7,970 shares@ 29.14 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
0.01%
$5,827
200 shares@ 29.14 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
Decreased -23.66%
0.01%
$4,983
171 shares@ 29.15 avg price