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 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-340- 4.13% |
$48.7K - $67.2K
|
7.9K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
97+ 32.55% |
$13.9K - $19.2K
|
395
$80.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-32- 0.37% |
$4.59K - $6.33K
|
8.5K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 54.17% |
$144K - $199K
|
2.87K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-480- 15.5% |
$68.8K - $94.9K
|
2.62K
$533K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
446+ 2.78% |
$63.9K - $88.2K
|
16.5K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
16.7K+ 144.59% |
$2.39M - $3.3M
|
28.3K
$5.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
SELL
|
- |
-5.83K- 8.3% |
$836K - $1.15M
|
64.4K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-253- 13.67% |
$36.3K - $50K
|
1.6K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 30.3% |
$1.43K - $1.98K
|
43
$8.76K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 80.31% |
$14.6K - $20.2K
|
229
$46.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.86K - $2.57K
|
13
$2.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
161+ 88.95% |
$23.1K - $31.8K
|
342
$69.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-172- 14.7% |
$24.7K - $34K
|
998
$203K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.99K- 94.95% |
$462K - $567K
|
159
$32.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 875.0% |
$5.41K - $6.64K
|
39
$7.95K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
48+ 0.45% |
$7.42K - $9.11K
|
10.7K
$2.19M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.26K+ 4.62% |
$968K - $1.19M
|
142K
$28.9M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$155 - $190
|
1
$204
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.03% |
$11.6K - $14.2K
|
7.33K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
960K+ 314.29% |
$148M - $182M
|
1.27M
$258M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
731+ 28.04% |
$113K - $139K
|
3.34K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-526- 0.59% |
$81.3K - $99.8K
|
88.1K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-900- 3.75% |
$139K - $171K
|
23.1K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-8- 33.33% |
$1.24K - $1.52K
|
16
$3.26K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.6K- 66.79% |
$248K - $304K
|
797
$162K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-24.7K- 2.41% |
$3.82M - $4.68M
|
998K
$203M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2New |
$309 - $379
|
2
$408
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-36- 25.9% |
$5.57K - $6.83K
|
103
$21K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-88- 5.8% |
$13.6K - $16.7K
|
1.43K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-17.6K- 31.11% |
$2.72M - $3.34M
|
38.9K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43.5K- 84.52% |
$6.73M - $8.26M
|
7.97K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
53.4K+ 4499.07% |
$8.26M - $10.1M
|
54.6K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-116- 4.02% |
$17.9K - $22K
|
2.77K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
755+ 5.24% |
$117K - $143K
|
15.2K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
2.94KNew |
$455K - $558K
|
2.94K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$309 - $379
|
2
$408
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-65- 1.01% |
$10.1K - $12.3K
|
6.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.7K- 9.23% |
$1.04M - $1.27M
|
65.9K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.49K- 57.6% |
$384K - $471K
|
1.83K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.78K- 6.37% |
$275K - $337K
|
26.1K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
342+ 1.15% |
$52.9K - $64.9K
|
30.2K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1K- 7.25% |
$155K - $190K
|
12.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 5.66% |
$1.63M - $2M
|
197K
$40.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.6K+ 0.64% |
$2.26M - $2.77M
|
2.29M
$468M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.83K- 2.03% |
$282K - $346K
|
88K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 3.77% |
$6.5K - $7.97K
|
1.16K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 19.35% |
$2.78K - $3.41K
|
75
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
161New |
$24.9K - $30.5K
|
161
$32.8K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.55K - $1.9K
|
1.26K
$257K
|
|