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 09, 2018
Q3 2018
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-12.2KClosed |
$1.67M - $1.96M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Keybank National Association
|
SELL
|
- |
-4.37KClosed |
$598K - $699K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-42Closed |
$5.74K - $6.72K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-23Closed |
$3.14K - $3.68K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-80Closed |
$10.9K - $12.8K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-125Closed |
$17.1K - $20K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-20Closed |
$2.73K - $3.2K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-60KClosed |
$8.2M - $9.6M
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5.6KClosed |
$766K - $896K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-28Closed |
$3.83K - $4.48K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Amg National Trust Bank
|
SELL
|
- |
-1.5KClosed |
$205K - $240K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.29KClosed |
$176K - $206K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Scout Investments, Inc.
|
SELL
|
- |
-96.9KClosed |
$13.2M - $15.5M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13Closed |
$1.93K - $2.39K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-24.1KClosed |
$3.59M - $4.44M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Leuthold Group, LLC
|
SELL
|
- |
-20.9KClosed |
$3.11M - $3.84M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.54KClosed |
$229K - $283K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-1.3KClosed |
$193K - $239K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.89K+ 155.76% |
$579K - $716K
|
6.39K
$1.17M
|
|
|
Aug 14, 2018
Q2 2018
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.46KClosed |
$217K - $269K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.55KClosed |
$230K - $284K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-49Closed |
$7.28K - $9.01K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30Closed |
$4.46K - $5.52K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ninepoint Partners LP
|
SELL
|
- |
-4.16KClosed |
$618K - $764K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Oak Ridge Investments LLC
|
SELL
|
- |
-12KClosed |
$1.79M - $2.21M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-32Closed |
$4.76K - $5.89K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.25KClosed |
$186K - $230K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-1.1KClosed |
$164K - $202K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157Closed |
$23.3K - $28.9K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.09KClosed |
$162K - $200K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-5Closed |
$743 - $920
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.02KClosed |
$300K - $371K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Stephens Inc
|
SELL
|
- |
-1.15KClosed |
$170K - $211K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.17KClosed |
$173K - $214K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Well Done, LLC
|
SELL
|
- |
-100Closed |
$14.9K - $18.4K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.19KClosed |
$176K - $218K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Adviser Investments LLC
|
SELL
|
- |
-10Closed |
$1.49K - $1.84K
|
0
$0
|
|
|
Jul 26, 2018
Q2 2018
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.5KClosed |
$372K - $460K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Conning Inc.
|
SELL
|
- |
-1.07KClosed |
$159K - $197K
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Meritage Portfolio Management
|
SELL
|
- |
-15.3KClosed |
$2.28M - $2.82M
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-370Closed |
$55K - $68.1K
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.15KClosed |
$171K - $212K
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.1KClosed |
$164K - $203K
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.41KClosed |
$507K - $627K
|
0
$0
|
|
|
Jul 12, 2018
Q2 2018
|
Community Bank, N.A.
|
SELL
|
- |
-21Closed |
$3.12K - $3.86K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-22.8KClosed |
$3.39M - $4.19M
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.14KNew |
$205K - $247K
|
1.14K
$209K
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-125Closed |
$22.4K - $27K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-12.1KClosed |
$2.16M - $2.6M
|
0
$0
|
|