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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.91KNew |
$255K - $339K
|
1.91K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
626New |
$83.5K - $111K
|
626
$128K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
3.48K+ 65.2% |
$464K - $616K
|
8.81K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- 0.86% |
$13.3K - $17.7K
|
11.5K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
19KNew |
$2.53M - $3.37M
|
19K
$3.87M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-295- 6.11% |
$39.3K - $52.2K
|
4.53K
$924K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$533 - $708
|
4
$815
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
7.89KNew |
$1.05M - $1.4M
|
7.89K
$1.61M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.88KNew |
$383K - $509K
|
2.88K
$586K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
22+ 11.76% |
$2.93K - $3.89K
|
209
$42.6K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$667 - $885
|
5
$1.02K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$267 - $354
|
2
$408
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.49% |
$133 - $177
|
205
$41.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$800 - $1.06K
|
6
$1.22K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
139+ 1.7% |
$18.5K - $24.6K
|
8.34K
$1.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$4.67K - $6.2K
|
35
$7.13K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.85KNew |
$247K - $328K
|
1.85K
$377K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
50New |
$6.67K - $8.85K
|
50
$10.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
195New |
$26K - $34.5K
|
195
$39.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$533 - $708
|
4
$815
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
76+ 1.51% |
$10.1K - $13.5K
|
5.12K
$1.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.39KNew |
$319K - $424K
|
2.39K
$488K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.47K - $1.95K
|
11
$2.24K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.29KNew |
$144K - $210K
|
1.29K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
956+ 220.28% |
$107K - $155K
|
1.39K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3KNew |
$336K - $488K
|
3K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
10K+ 28.57% |
$1.12M - $1.63M
|
45K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.2KNew |
$693K - $1.01M
|
6.2K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.83KNew |
$205K - $298K
|
1.83K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
674New |
$75.4K - $110K
|
674
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$336 - $488
|
3
$611
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$336 - $488
|
3
$611
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$5.93K - $8.62K
|
53
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-495- 22.98% |
$55.4K - $80.5K
|
1.66K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.53M - $2.23M
|
13.7K
$2.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
674New |
$75.4K - $110K
|
674
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
105New |
$11.7K - $17.1K
|
105
$21.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.68KNew |
$188K - $274K
|
1.68K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
323New |
$36.1K - $52.5K
|
323
$65.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77New |
$8.61K - $12.5K
|
77
$15.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
1.49KNew |
$167K - $243K
|
1.49K
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.44KNew |
$720K - $1.05M
|
6.44K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-29- 33.33% |
$3.24K - $4.72K
|
58
$11.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$2.46K - $3.58K
|
22
$4.48K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-8- 25.81% |
$895 - $1.3K
|
23
$4.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114New |
$12.8K - $18.5K
|
114
$23.2K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
70+ 87.5% |
$3.34K - $9.35K
|
150
$30.6K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 50.0% |
$382 - $1.07K
|
8
$1.63K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.74K- 47.26% |
$83.1K - $233K
|
1.94K
$396K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$143 - $401
|
3
$611
|
|