Latest Institutional Transactions on Affiliated Managers Group, Inc. (AMG)
This table provides information on the latest institutional transactions involving Affiliated Managers Group, Inc. (AMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.04K- 9.22% |
$148K - $205K
|
10.2K
$2.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-237- 3.53% |
$34K - $46.8K
|
6.49K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$5.59K - $7.71K
|
39
$8.24K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$143 - $198
|
1
$211
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$235K - $324K
|
1.64K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-490- 4.52% |
$70.2K - $96.9K
|
10.3K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 1.68% |
$14.3K - $19.8K
|
5.85K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.36K- 11.14% |
$196K - $270K
|
10.9K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.71KNew |
$246K - $339K
|
1.71K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$143 - $198
|
1
$211
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 33.33% |
$5.45K - $7.51K
|
76
$16K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145+ 3.14% |
$20.8K - $28.7K
|
4.77K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.33% |
$143 - $198
|
29
$6.12K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
99New |
$14.2K - $19.6K
|
99
$20.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 10.0% |
$573 - $791
|
44
$9.29K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 6.45% |
$86K - $119K
|
9.9K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-246- 17.05% |
$35.3K - $48.6K
|
1.2K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.44% |
$28.7K - $39.5K
|
8K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$860 - $1.19K
|
6
$1.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-445- 11.25% |
$63.8K - $88K
|
3.51K
$742K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$287 - $395
|
3
$634
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$287 - $395
|
3
$634
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.09KNew |
$156K - $215K
|
1.09K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.51KNew |
$360K - $496K
|
2.51K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5New |
$717 - $988
|
5
$1.06K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.37KNew |
$196K - $270K
|
1.37K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$860 - $1.19K
|
6
$1.27K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.06KNew |
$151K - $209K
|
1.06K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
139+ 6.12% |
$19.9K - $27.5K
|
2.41K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-5- 12.82% |
$717 - $988
|
34
$7.18K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
19.5KNew |
$2.79M - $3.85M
|
19.5K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-26- 1.44% |
$3.73K - $5.14K
|
1.78K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
293New |
$42K - $57.9K
|
293
$61.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-226- 16.03% |
$32.4K - $44.7K
|
1.18K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-230- 1.25% |
$33K - $45.5K
|
18.2K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-145- 3.62% |
$20.8K - $28.7K
|
3.86K
$814K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 15.21% |
$14.2K - $19.6K
|
552
$117K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
210+ 6.53% |
$30.1K - $41.5K
|
3.43K
$723K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$430 - $593
|
5
$1.06K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-37- 10.22% |
$5.3K - $7.31K
|
325
$68.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.07K- 3.62% |
$153K - $212K
|
28.5K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$143 - $198
|
939
$198K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 8.7% |
$287 - $395
|
25
$5.28K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 200.0% |
$287 - $395
|
3
$634
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3- 0.02% |
$430 - $593
|
16.7K
$3.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
502+ 66.93% |
$72K - $99.2K
|
1.25K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$1.43K - $1.98K
|
10
$2.11K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-340- 4.13% |
$48.7K - $67.2K
|
7.9K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
97+ 32.55% |
$13.9K - $19.2K
|
395
$83.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-32- 0.37% |
$4.59K - $6.33K
|
8.5K
$1.8M
|