Purchases and Sales Made in Q1 2025 in Assured Guaranty LTD (AGO)
This table provides information about the institutional ownership of Assured Guaranty LTD (AGO) during Q1 2025. The information is specifically focused on institutions that hold shares of ASSURED GUARANTY LTD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
140+ 0.63% |
$11.6K - $13.4K
|
22.2K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
132+ 3.21% |
$10.9K - $12.6K
|
4.24K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
127+ 2.23% |
$10.5K - $12.1K
|
5.83K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
127+ 86.99% |
$10.5K - $12.1K
|
273
$23.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
105New |
$8.7K - $10K
|
105
$8.98K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101New |
$8.37K - $9.64K
|
101
$8.64K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
99+ 20.45% |
$8.21K - $9.45K
|
583
$49.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
89+ 15.72% |
$7.38K - $8.5K
|
655
$56K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
79+ 9.19% |
$6.55K - $7.54K
|
939
$80.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
66+ 1.34% |
$5.47K - $6.3K
|
5K
$427K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
59+ 3.53% |
$4.89K - $5.63K
|
1.73K
$148K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
58+ 48.74% |
$4.81K - $5.54K
|
177
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
52New |
$4.31K - $4.96K
|
52
$4.45K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 50.5% |
$4.23K - $4.87K
|
152
$13K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
51+ 0.65% |
$4.23K - $4.87K
|
7.94K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49+ 1.84% |
$4.06K - $4.68K
|
2.71K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46New |
$3.81K - $4.39K
|
46
$3.93K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
45+ 84.91% |
$3.73K - $4.3K
|
98
$8.38K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38+ 0.93% |
$3.15K - $3.63K
|
4.14K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 14.72% |
$2.4K - $2.77K
|
226
$19.3K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28New |
$2.32K - $2.67K
|
28
$2.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 20.35% |
$1.91K - $2.2K
|
136
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22New |
$1.82K - $2.1K
|
22
$1.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$1.66K - $1.91K
|
20
$1.71K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15New |
$1.24K - $1.43K
|
15
$1.28K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 73.68% |
$1.16K - $1.34K
|
33
$2.82K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13+ 15.48% |
$1.08K - $1.24K
|
97
$8.29K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 2.46% |
$1.08K - $1.24K
|
542
$46.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 9.41% |
$663 - $764
|
93
$7.95K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 2.5% |
$663 - $764
|
328
$28K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 160.0% |
$663 - $764
|
13
$1.11K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$497 - $573
|
6
$513
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 20.0% |
$415 - $477
|
30
$2.57K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$415 - $477
|
5
$428
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$415 - $477
|
5
$428
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$415 - $477
|
5
$428
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4+ 0.0% |
$332 - $382
|
85.7K
$7.33M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$166 - $191
|
2
$171
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2+ 0.06% |
$166 - $191
|
3.17K
$271K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$166 - $191
|
2
$171
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.6% |
$82.9 - $95.5
|
169
$14.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 5.26% |
$82.9 - $95.5
|
20
$1.71K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3- 0.11% |
$249 - $286
|
2.8K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 14.29% |
$415 - $477
|
30
$2.57K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9- 1.02% |
$746 - $859
|
873
$74.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14- 0.09% |
$1.16K - $1.34K
|
15K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-14- 0.36% |
$1.16K - $1.34K
|
3.89K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 7.64% |
$2.98K - $3.44K
|
435
$37.2K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 13.7% |
$3.32K - $3.82K
|
252
$21.5K
|