Latest Institutional Purchases of Affiliated Managers Group, Inc. (AMG)
This list provides information on the latest institutional transactions involving Affiliated Managers Group, Inc. (AMG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
133+ 10.18% |
$20.6K - $25.2K
|
1.44K
$294K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
133+ 16.52% |
$20.6K - $25.2K
|
938
$191K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
126+ 44.21% |
$19.5K - $23.9K
|
411
$83.8K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
123+ 1537.5% |
$19K - $23.3K
|
131
$26.7K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
109New |
$16.9K - $20.7K
|
109
$22.2K
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
106+ 3.93% |
$16.4K - $20.1K
|
2.8K
$571K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
102+ 37.09% |
$15.8K - $19.4K
|
377
$76.8K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102+ 154.55% |
$15.8K - $19.4K
|
168
$34.2K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 3.24% |
$15.5K - $19K
|
3.19K
$650K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
90+ 4.82% |
$13.9K - $17.1K
|
1.96K
$399K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
83+ 38.07% |
$12.8K - $15.7K
|
301
$61.4K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 11.84% |
$12.1K - $14.8K
|
737
$150K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.03% |
$11.6K - $14.2K
|
7.33K
$1.49M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
75New |
$11.6K - $14.2K
|
75
$15.3K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
71+ 11.13% |
$11K - $13.5K
|
709
$145K
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
69+ 0.9% |
$10.7K - $13.1K
|
7.78K
$1.58M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 126.19% |
$8.2K - $10.1K
|
95
$19.4K
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
50+ 0.85% |
$7.73K - $9.49K
|
5.94K
$1.21M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 16.03% |
$7.73K - $9.49K
|
362
$73.8K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
48+ 0.45% |
$7.42K - $9.11K
|
10.7K
$2.19M
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
47+ 1.2% |
$7.27K - $8.92K
|
3.96K
$807K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 366.67% |
$6.8K - $8.35K
|
56
$11.4K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 3.77% |
$6.5K - $7.97K
|
1.16K
$236K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 33.33% |
$5.72K - $7.02K
|
148
$30.2K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 875.0% |
$5.41K - $6.64K
|
39
$7.95K
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
34New |
$5.26K - $6.45K
|
34
$6.93K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
29New |
$4.48K - $5.5K
|
29
$5.91K
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
25+ 2.01% |
$3.87K - $4.74K
|
1.27K
$259K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
22+ 0.25% |
$3.4K - $4.17K
|
8.67K
$1.77M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
22New |
$3.4K - $4.17K
|
22
$4.48K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21+ 1.21% |
$3.25K - $3.98K
|
1.76K
$358K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 20.0% |
$2.94K - $3.6K
|
114
$23.2K
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
14+ 0.54% |
$2.17K - $2.66K
|
2.61K
$533K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$2.01K - $2.47K
|
13
$2.65K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 183.33% |
$1.7K - $2.09K
|
17
$3.47K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.55K - $1.9K
|
1.26K
$257K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$1.83K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 29.03% |
$1.39K - $1.71K
|
40
$8.15K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$1.83K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 64.29% |
$1.39K - $1.71K
|
23
$4.69K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$1.08K - $1.33K
|
7
$1.43K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$928 - $1.14K
|
6
$1.22K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$928 - $1.14K
|
9
$1.83K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.17% |
$619 - $759
|
2.39K
$488K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$464 - $569
|
3
$611
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$464 - $569
|
3
$611
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$309 - $379
|
2
$408
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2New |
$309 - $379
|
2
$408
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$155 - $190
|
1
$204
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$155 - $190
|
1
$204
|