A detailed history of Ever Source Wealth Advisors, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 98 shares of AMG stock, worth $18,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98
Previous 400 75.5%
Holding current value
$18,269
Previous $62,000 72.58%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$154.72 - $185.62 $46,725 - $56,057
-302 Reduced 75.5%
98 $17,000
Q2 2024

Aug 13, 2024

SELL
$148.4 - $169.52 $15,878 - $18,138
-107 Reduced 21.1%
400 $62,000
Q1 2024

Jun 11, 2024

BUY
$146.42 - $167.47 $3,514 - $4,019
24 Added 4.97%
507 $84,000
Q4 2023

Feb 09, 2024

BUY
$121.54 - $153.44 $4,983 - $6,291
41 Added 9.28%
483 $73,000
Q3 2023

Nov 03, 2023

BUY
$129.58 - $162.32 $2,073 - $2,597
16 Added 3.76%
442 $57,000
Q2 2023

Aug 04, 2023

BUY
$137.14 - $151.22 $13,988 - $15,424
102 Added 31.48%
426 $63,000
Q1 2023

May 11, 2023

BUY
$133.32 - $177.04 $2,666 - $3,540
20 Added 6.58%
324 $46,000
Q4 2022

Feb 09, 2023

SELL
$111.85 - $162.6 $24,495 - $35,609
-219 Reduced 41.87%
304 $48,000
Q3 2022

Nov 07, 2022

BUY
$47.75 - $133.64 $24,973 - $69,893
523 New
523 $58,000

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • Ticker AMG
  • Exchange OTC
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 38,226,500
  • Market Cap $7.13B
  • Description
  • Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...
More about AMG
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