Loring Wolcott & Coolidge Fiduciary Advisors LLP Affiliated Managers Group, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 30, 2020	SELL	$55.36 - $81.72 $16,608 - $24,516	-300 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	$45.15 - $88.78 $13,545 - $26,634	300 New	300 $18,000
Q1 2019 Apr 08, 2019	SELL	$96.43 - $111.59 $867 - $1,004	-9 Closed	0 $0
Q3 2017 Oct 27, 2017	BUY	$172.05 - $189.83 $1,548 - $1,708	9	9 $2,000

Others Institutions Holding AMG

# of Institutions

427

Shares Held

30.9M

Call Options Held

24.8K

Put Options Held

15.1K

Vanguard Group Inc Valley Forge, PA

3.59M
Shares

$556 Million
0.01% of portfolio
Black Rock Inc. New York, NY

3.23M
Shares

$501 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.49M
Shares

$386 Million
0.03% of portfolio
Atlanta Capital Management CO L L C Atlanta, GA

2.44M
Shares

$378 Million
1.22% of portfolio
Clarkston Capital Partners, LLC Bloomfield Hills, MI

1.88M
Shares

$291 Million
5.56% of portfolio

View Full List

About AFFILIATED MANAGERS GROUP, INC.

Ticker AMG
Exchange OTC
Sector Financial Services
Industry Asset Management
Shares Outstandng 38,226,500
Market Cap $5.92B
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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