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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.39KNew |
$319K - $424K
|
2.39K
$446K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.47K - $1.95K
|
11
$2.05K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.29KNew |
$144K - $210K
|
1.29K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
956+ 220.28% |
$107K - $155K
|
1.39K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3KNew |
$336K - $488K
|
3K
$560K
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
10K+ 28.57% |
$1.12M - $1.63M
|
45K
$8.39M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.2KNew |
$693K - $1.01M
|
6.2K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.83KNew |
$205K - $298K
|
1.83K
$342K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
674New |
$75.4K - $110K
|
674
$126K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$336 - $488
|
3
$559
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$336 - $488
|
3
$559
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$5.93K - $8.62K
|
53
$9.88K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-495- 22.98% |
$55.4K - $80.5K
|
1.66K
$309K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.53M - $2.23M
|
13.7K
$2.55M
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
674New |
$75.4K - $110K
|
674
$126K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
105New |
$11.7K - $17.1K
|
105
$19.6K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.68KNew |
$188K - $274K
|
1.68K
$314K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
323New |
$36.1K - $52.5K
|
323
$60.2K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.24K - $3.25K
|
20
$3.73K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77New |
$8.61K - $12.5K
|
77
$14.4K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.49KNew |
$167K - $243K
|
1.49K
$278K
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.44KNew |
$720K - $1.05M
|
6.44K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-29- 33.33% |
$3.24K - $4.72K
|
58
$10.8K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$2.46K - $3.58K
|
22
$4.1K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 25.81% |
$895 - $1.3K
|
23
$4.29K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.4KNew |
$157K - $228K
|
1.4K
$261K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114New |
$12.8K - $18.5K
|
114
$21.3K
|
|
Q3 2022 | |||||||
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
70+ 87.5% |
$3.34K - $9.35K
|
150
$28K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 50.0% |
$382 - $1.07K
|
8
$1.49K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.74K- 47.26% |
$83.1K - $233K
|
1.94K
$362K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$143 - $401
|
3
$559
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.9K- 48.72% |
$90.7K - $254K
|
2K
$373K
|
|
Nov 14, 2022
Q3 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
3.6KNew |
$172K - $481K
|
3.6K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3KClosed |
$143K - $401K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$122K - $341K
|
2.55K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3New |
$143 - $401
|
3
$559
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-317- 0.34% |
$15.1K - $42.4K
|
91.7K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-284KClosed |
$13.6M - $38M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
38.4KNew |
$1.83M - $5.13M
|
38.4K
$7.16M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
10.1K+ 0.42% |
$483K - $1.35M
|
2.44M
$455M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.05K+ 15.68% |
$50.3K - $141K
|
7.78K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14New |
$669 - $1.87K
|
14
$2.61K
|
|
Nov 09, 2022
Q3 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1.4KNew |
$66.9K - $187K
|
1.4K
$261K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-484- 9.11% |
$23.1K - $64.7K
|
4.83K
$900K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
62New |
$2.96K - $8.29K
|
62
$11.6K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
660New |
$31.5K - $88.2K
|
660
$123K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.09KNew |
$148K - $413K
|
3.09K
$577K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$2.38K - $3.03K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$454 - $578
|
4
$746
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-24.8KClosed |
$2.81M - $3.58M
|
0
$0
|