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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 2.23% |
$3.09K - $3.71K
|
915
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
165+ 17.28% |
$25.5K - $30.6K
|
1.12K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$155 - $186
|
1
$186
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
3.7KNew |
$572K - $686K
|
3.7K
$689K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.1K- 29.44% |
$10.7M - $12.8M
|
166K
$30.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 75.0% |
$464 - $557
|
7
$1.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-532- 31.39% |
$82.3K - $98.7K
|
1.16K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
759+ 2530.0% |
$117K - $141K
|
789
$147K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
15.9KNew |
$2.46M - $2.95M
|
15.9K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 12.75% |
$5.88K - $7.05K
|
336
$62.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
845+ 87.84% |
$131K - $157K
|
1.81K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$155 - $186
|
11
$2.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 2.48% |
$23.2K - $27.8K
|
5.89K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$155 - $186
|
1
$186
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 4.12% |
$619 - $742
|
93
$17.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6KNew |
$929K - $1.11M
|
6K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 40.0% |
$309 - $371
|
3
$559
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
155+ 11.08% |
$24K - $28.8K
|
1.55K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 18.18% |
$928 - $1.11K
|
39
$7.27K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-146- 2.25% |
$22.6K - $27.1K
|
6.34K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.27% |
$155 - $186
|
80
$14.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
26.2KNew |
$4.06M - $4.87M
|
26.2K
$4.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
417+ 5.51% |
$64.5K - $77.4K
|
7.98K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
163+ 10.01% |
$25.2K - $30.3K
|
1.79K
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.37KNew |
$213K - $255K
|
1.37K
$256K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-229- 10.24% |
$35.4K - $42.5K
|
2.01K
$374K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 173.33% |
$4.02K - $4.83K
|
41
$7.64K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-400- 2.32% |
$61.9K - $74.2K
|
16.9K
$3.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-8.38K- 8.55% |
$1.3M - $1.55M
|
89.6K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.6K+ 169.19% |
$712K - $854K
|
7.32K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-603- 56.36% |
$93.3K - $112K
|
467
$87.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
154+ 481.25% |
$23.8K - $28.6K
|
186
$34.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.04% |
$464 - $557
|
8.28K
$1.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 161.11% |
$4.49K - $5.38K
|
47
$8.76K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-61- 4.92% |
$9.44K - $11.3K
|
1.18K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 5.0% |
$155 - $186
|
21
$3.91K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
6.2K+ 150.5% |
$960K - $1.15M
|
10.3K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
404+ 103.59% |
$62.5K - $75K
|
794
$148K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.64K+ 34.17% |
$254K - $305K
|
6.45K
$1.2M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
121New |
$18.7K - $22.5K
|
121
$22.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 21.43% |
$1.39K - $1.67K
|
33
$6.15K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
310+ 6.33% |
$46K - $52.6K
|
5.21K
$971K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
8.66K+ 35.42% |
$1.29M - $1.47M
|
33.1K
$6.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
322New |
$47.8K - $54.6K
|
322
$60K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
434+ 8.27% |
$64.4K - $73.6K
|
5.68K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 86.96% |
$14.8K - $17K
|
15
$2.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.7KNew |
$401K - $458K
|
2.7K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$567K - $647K
|
3.82K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
7.6KNew |
$1.13M - $1.29M
|
7.6K
$1.42M
|
|