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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40.3K- 99.0% |
$5.23M - $6.55M
|
406
$82.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.58K- 41.15% |
$464K - $581K
|
5.12K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-645- 16.62% |
$83.6K - $105K
|
3.24K
$660K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-10.5K- 24.54% |
$1.36M - $1.7M
|
32.2K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-563- 21.04% |
$73K - $91.4K
|
2.11K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.12% |
$518 - $649
|
3.23K
$657K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
25New |
$3.24K - $4.06K
|
25
$5.1K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.5KNew |
$2.53M - $3.17M
|
19.5K
$3.98M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-427- 99.53% |
$55.3K - $69.3K
|
2
$408
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-29- 3.86% |
$3.76K - $4.71K
|
722
$147K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.92K
|
18
$3.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-45- 1.9% |
$5.83K - $7.3K
|
2.33K
$475K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
133+ 8.01% |
$17.2K - $21.6K
|
1.79K
$365K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$3.89K - $4.87K
|
30
$6.11K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$389 - $487
|
3
$611
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
44New |
$5.7K - $7.14K
|
44
$8.97K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 11.32% |
$181K - $200K
|
10.3K
$2.11M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
296New |
$40.6K - $44.8K
|
296
$60.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
46.7K+ 23.36% |
$6.4M - $7.06M
|
247K
$50.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.08KNew |
$697K - $768K
|
5.08K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.03K+ 15.6% |
$278K - $307K
|
15K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Edge Point Investment Group Inc.
Toronto, A6 |
SELL
|
- |
-238K- 8.26% |
$32.7M - $36M
|
2.64M
$539M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-570- 3.18% |
$78.2K - $86.2K
|
17.3K
$3.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.1% |
$549 - $605
|
4.1K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 44.44% |
$549 - $605
|
5
$1.02K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.66KNew |
$227K - $251K
|
1.66K
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
8.6KNew |
$1.18M - $1.3M
|
8.6K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11+ 0.41% |
$1.51K - $1.66K
|
2.73K
$556K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
162+ 5.05% |
$22.2K - $24.5K
|
3.37K
$687K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
27New |
$3.7K - $4.08K
|
27
$5.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-159- 10.26% |
$21.8K - $24K
|
1.39K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$212K - $234K
|
1.55K
$316K
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
1.85KNew |
$254K - $280K
|
1.85K
$378K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$823 - $907
|
6
$1.22K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9New |
$1.23K - $1.36K
|
9
$1.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
46New |
$6.31K - $6.96K
|
46
$9.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 15.38% |
$274 - $302
|
11
$2.24K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-90- 29.03% |
$12K - $15.9K
|
220
$44.8K
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.6KNew |
$613K - $814K
|
4.6K
$937K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-905Closed |
$121K - $160K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
681+ 5.89% |
$90.8K - $121K
|
12.2K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.26KNew |
$167K - $222K
|
1.26K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.5KNew |
$467K - $620K
|
3.5K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.22K- 90.3% |
$295K - $392K
|
238
$48.5K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.42KNew |
$189K - $251K
|
1.42K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-344- 13.3% |
$45.9K - $60.9K
|
2.24K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 25.0% |
$66.7K - $88.5K
|
1.5K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60New |
$8K - $10.6K
|
60
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
27.4KNew |
$3.65M - $4.85M
|
27.4K
$5.58M
|
|