Valeo Financial Advisors, LLC Affiliated Managers Group, Inc. Transaction History

Valeo Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$113.52 - $144.47 $3.01 Million - $3.83 Million	-26,542 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$122.48 - $166.83 $3.25 Million - $4.43 Million	26,542 New	26,542 $30,000
Q2 2021 Jul 22, 2021	SELL	$148.6 - $174.86 $3,417 - $4,021	-23 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$67.47 - $101.74 $17,947 - $27,062	-266 Reduced 92.04%	23 $2,000
Q3 2020 Oct 28, 2020	BUY	$63.38 - $74.19 $6,338 - $7,419	100 Added 52.91%	289 $20,000
Q2 2020 Jul 20, 2020	SELL	$55.36 - $81.72 $12,289 - $18,141	-222 Reduced 54.01%	189 $14,000
Q2 2019 Jul 10, 2019	SELL	$83.82 - $115.53 $426,140 - $587,354	-5,084 Reduced 92.52%	411 $38,000
Q1 2019 Apr 12, 2019	SELL	$96.43 - $111.59 $200,188 - $231,660	-2,076 Reduced 27.42%	5,495 $589,000
Q4 2018 Jan 30, 2019	BUY	$90.24 - $138.0 $231,916 - $354,660	2,570 Added 51.39%	7,571 $738,000
Q3 2018 Nov 01, 2018	SELL	$136.72 - $160.01 $4,238 - $4,960	-31 Reduced 0.62%	5,001 $569,000
Q2 2018 Aug 14, 2018	BUY	$148.67 - $183.93 $272,512 - $337,143	1,833 Added 57.3%	5,032 $737,000
Q1 2018 Apr 12, 2018	BUY	$179.11 - $215.76 $121,615 - $146,501	679 Added 26.94%	3,199 $607,000
Q4 2017 Feb 09, 2018	BUY	$182.86 - $206.51 $10,788 - $12,184	59 Added 2.4%	2,520 $517,000
Q3 2017 Nov 14, 2017	BUY	$172.05 - $189.83 $423,415 - $467,171	2,461	2,461 $467,000

431

31M

7.7K

33.9K

Ticker AMG
Exchange OTC
Sector Financial Services
Industry Asset Management
Shares Outstandng 38,226,500
Market Cap $6.74B
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...

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