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 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-217K- 6.77% |
$33.6M - $41.2M
|
2.99M
$610M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 29.03% |
$1.39K - $1.71K
|
40
$8.15K
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-3.7K- 65.2% |
$572K - $701K
|
1.97K
$402K
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.09K- 44.59% |
$168K - $207K
|
1.35K
$276K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.6K- 3.82% |
$1.95M - $2.4M
|
318K
$64.9M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-975- 44.02% |
$151K - $185K
|
1.24K
$253K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-42- 0.86% |
$6.5K - $7.97K
|
4.82K
$982K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-790- 11.73% |
$122K - $150K
|
5.95K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
4.07K+ 632.5% |
$629K - $772K
|
4.71K
$960K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 126.19% |
$8.2K - $10.1K
|
95
$19.4K
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
223+ 0.22% |
$34.5K - $42.3K
|
102K
$20.8M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-168- 11.87% |
$26K - $31.9K
|
1.25K
$254K
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
6K+ 37.5% |
$928K - $1.14M
|
22K
$4.48M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.39K- 10.0% |
$215K - $263K
|
12.5K
$2.55M
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.3K+ 1.64% |
$201K - $247K
|
80.8K
$16.5M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.41KNew |
$373K - $457K
|
2.41K
$491K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
541+ 15.84% |
$83.7K - $103K
|
3.96K
$807K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-292- 3.73% |
$45.2K - $55.4K
|
7.54K
$1.54M
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
44.1K+ 10.4% |
$6.82M - $8.36M
|
468K
$95.4M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-477- 6.45% |
$73.8K - $90.5K
|
6.91K
$1.41M
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-534- 14.42% |
$82.6K - $101K
|
3.17K
$646K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163+ 3.62% |
$25.2K - $30.9K
|
4.67K
$951K
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
809+ 13.6% |
$125K - $153K
|
6.76K
$1.38M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.96K- 50.56% |
$613K - $751K
|
3.87K
$789K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
75New |
$11.6K - $14.2K
|
75
$15.3K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.63K+ 189.9% |
$1.49M - $1.83M
|
14.7K
$3M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-670- 1.53% |
$104K - $127K
|
43.2K
$8.81M
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
888+ 32.4% |
$137K - $168K
|
3.63K
$740K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-74- 0.44% |
$11.4K - $14K
|
16.7K
$3.41M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 89.13% |
$399K - $490K
|
5.48K
$1.12M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.31K- 60.5% |
$512K - $628K
|
2.16K
$440K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-246- 8.88% |
$38K - $46.7K
|
2.53K
$515K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-146- 0.51% |
$22.6K - $27.7K
|
28.6K
$5.82M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
154+ 3.34% |
$23.8K - $29.2K
|
4.77K
$972K
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
47+ 1.2% |
$7.27K - $8.92K
|
3.96K
$807K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 20.0% |
$2.94K - $3.6K
|
114
$23.2K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
261+ 178.77% |
$40.4K - $49.5K
|
407
$83K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-34.2K- 9.94% |
$5.28M - $6.48M
|
310K
$63.1M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.21KNew |
$187K - $229K
|
1.21K
$246K
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.16K- 5.3% |
$643K - $788K
|
74.2K
$15.1M
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102+ 154.55% |
$15.8K - $19.4K
|
168
$34.2K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$1.83K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-57- 0.31% |
$8.82K - $10.8K
|
18.4K
$3.75M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335New |
$51.8K - $63.6K
|
335
$68.3K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
16.2K+ 13.65% |
$2.5M - $3.07M
|
135K
$27.5M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 4.11% |
$23.2K - $28.5K
|
3.5K
$713K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.8KNew |
$278K - $341K
|
1.8K
$367K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.38KNew |
$214K - $262K
|
1.38K
$282K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
358+ 12.53% |
$55.4K - $67.9K
|
3.22K
$655K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 30.0% |
$464 - $569
|
7
$1.43K
|