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 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.9K- 48.72% |
$90.7K - $254K
|
2K
$408K
|
|
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
$521K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3New |
$143 - $401
|
3
$611
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-317- 0.34% |
$15.1K - $42.4K
|
91.7K
$18.7M
|
|
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
$7.83M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
10.1K+ 0.42% |
$483K - $1.35M
|
2.44M
$497M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.05K+ 15.68% |
$50.3K - $141K
|
7.78K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14New |
$669 - $1.87K
|
14
$2.85K
|
|
Nov 09, 2022
Q3 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1.4KNew |
$66.9K - $187K
|
1.4K
$285K
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-484- 9.11% |
$23.1K - $64.7K
|
4.83K
$984K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
62New |
$2.96K - $8.29K
|
62
$12.6K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
660New |
$31.5K - $88.2K
|
660
$135K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.09KNew |
$148K - $413K
|
3.09K
$631K
|
|
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
$815
|
|
Aug 15, 2022
Q2 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-24.8KClosed |
$2.81M - $3.58M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19Closed |
$2.16K - $2.74K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-182Closed |
$20.7K - $26.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.69KClosed |
$192K - $244K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12Closed |
$1.36K - $1.73K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-29.5KClosed |
$3.35M - $4.26M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50Closed |
$5.68K - $7.22K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-8.2K- 40.22% |
$931K - $1.18M
|
12.2K
$2.48M
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.9KNew |
$216K - $275K
|
1.9K
$388K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-72Closed |
$8.17K - $10.4K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-800Closed |
$90.8K - $116K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-105Closed |
$11.9K - $15.2K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.69KClosed |
$192K - $244K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$795 - $1.01K
|
7
$1.43K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-26.5KClosed |
$3.01M - $3.83M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-6- 17.14% |
$681 - $867
|
29
$5.91K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
110New |
$12.5K - $15.9K
|
110
$22.4K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
11New |
$1.25K - $1.59K
|
11
$2.24K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-89Closed |
$10.1K - $12.9K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-75Closed |
$8.51K - $10.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$114 - $144
|
1
$204
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$454 - $578
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-15- 34.88% |
$1.7K - $2.17K
|
28
$5.71K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-346Closed |
$42.4K - $57.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-464- 3.43% |
$56.8K - $77.4K
|
13.1K
$2.66M
|
|
May 16, 2022
Q1 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-335KClosed |
$41M - $55.9M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4Closed |
$490 - $667
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
68New |
$8.33K - $11.3K
|
68
$13.9K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-2.77KClosed |
$339K - $462K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-174Closed |
$21.3K - $29K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-6.41KClosed |
$785K - $1.07M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.07KClosed |
$620K - $845K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12Closed |
$1.47K - $2K
|
0
$0
|