A detailed history of United Capital Financial Advisers, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,145 shares of AMG stock, worth $399,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,145
Previous 1,993 7.63%
Holding current value
$399,870
Previous $311,000 22.51%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$154.72 - $185.62 $23,517 - $28,214
152 Added 7.63%
2,145 $381,000
Q2 2024

Aug 14, 2024

SELL
$148.4 - $169.52 $21,814 - $24,919
-147 Reduced 6.87%
1,993 $311,000
Q1 2024

May 15, 2024

SELL
$146.42 - $167.47 $21,230 - $24,283
-145 Reduced 6.35%
2,140 $358,000
Q4 2023

Feb 14, 2024

BUY
$121.54 - $153.44 $277,718 - $350,610
2,285 New
2,285 $345,000
Q1 2023

Aug 14, 2023

BUY
$133.32 - $177.04 $194,380 - $258,124
1,458 New
1,458 $207,000
Q1 2023

May 15, 2023

BUY
$133.32 - $177.04 $245,842 - $326,461
1,844 New
1,844 $262,000
Q2 2022

Aug 11, 2022

SELL
$113.52 - $144.47 $231,013 - $293,996
-2,035 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$122.48 - $166.83 $6,613 - $9,008
54 Added 2.73%
2,035 $287,000
Q4 2021

Feb 14, 2022

BUY
$147.82 - $190.34 $739 - $951
5 Added 0.25%
1,981 $326,000
Q3 2021

Nov 15, 2021

SELL
$147.13 - $179.87 $14,860 - $18,166
-101 Reduced 4.86%
1,976 $299,000
Q2 2021

Aug 13, 2021

BUY
$148.6 - $174.86 $106,694 - $125,549
718 Added 52.83%
2,077 $320,000
Q1 2021

May 14, 2021

BUY
$99.11 - $152.06 $134,690 - $206,649
1,359 New
1,359 $203,000
Q3 2020

Nov 13, 2020

SELL
$63.38 - $74.19 $185,069 - $216,634
-2,920 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$55.36 - $81.72 $161,651 - $238,622
2,920 New
2,920 $218,000
Q1 2020

May 15, 2020

SELL
$45.15 - $88.78 $195,318 - $384,062
-4,326 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$71.8 - $87.17 $23,550 - $28,591
-328 Reduced 7.05%
4,326 $367,000
Q3 2019

Feb 14, 2020

BUY
$74.49 - $92.02 $346,676 - $428,261
4,654 New
4,654 $388,000
Q3 2019

Nov 14, 2019

SELL
$74.49 - $92.02 $457,145 - $564,726
-6,137 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$83.82 - $115.53 $256,656 - $353,752
-3,062 Reduced 33.29%
6,137 $561,000
Q1 2019

May 14, 2019

BUY
$96.43 - $111.59 $6,267 - $7,253
65 Added 0.71%
9,199 $985,000
Q4 2018

Feb 14, 2019

BUY
$90.24 - $138.0 $73,365 - $112,194
813 Added 9.77%
9,134 $890,000
Q3 2018

Nov 14, 2018

SELL
$136.72 - $160.01 $33,633 - $39,362
-246 Reduced 2.87%
8,321 $1.14 Million
Q2 2018

Aug 14, 2018

SELL
$148.67 - $183.93 $247,981 - $306,795
-1,668 Reduced 16.3%
8,567 $1.27 Million
Q1 2018

May 15, 2018

SELL
$179.11 - $215.76 $349,264 - $420,732
-1,950 Reduced 16.0%
10,235 $1.94 Million
Q4 2017

Feb 13, 2018

SELL
$182.86 - $206.51 $141,899 - $160,251
-776 Reduced 5.99%
12,185 $2.52 Million
Q3 2017

Nov 14, 2017

SELL
$172.05 - $189.83 $404,317 - $446,100
-2,350 Reduced 15.35%
12,961 $2.46 Million
Q2 2017

Aug 14, 2017

BUY
N/A
15,311
15,311 $2.54 Million

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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