Institutional Ownership Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG). We have compiled data on the 425 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
23
shares
|
$3,593
0.0% of portfolio
|
Q4 2022
Reduced 25.81%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
23
shares
|
$3,593
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
23
shares
|
$3,593
0.0% of portfolio
|
Q4 2023
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
22
shares
|
$3,437
0.0% of portfolio
|
Q4 2022
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
22
shares
|
$3,437
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
20
shares
|
$3,124
0.0% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
20
shares
|
$3,124
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
18
shares
|
$2,812
0.0% of portfolio
|
Q1 2024
Reduced 99.9%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
18
shares
|
$2,812
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
18
shares
|
$2,812
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
17
shares
|
$2,655
0.0% of portfolio
|
Q4 2023
New holding
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
16
shares
|
$2,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
16
shares
|
$2,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
16
shares
|
$2,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
16
shares
|
$2,499
0.0% of portfolio
|
Q2 2023
Reduced 5.88%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
14
shares
|
$2,187
0.0% of portfolio
|
Q1 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
13
shares
|
$2,030
0.0% of portfolio
|
Q4 2023
Reduced 13.33%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
13
shares
|
$2,030
0.0% of portfolio
|
Q4 2018
New holding
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
12
shares
|
$1,874
0.0% of portfolio
|
Q4 2023
Reduced 52.0%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
12
shares
|
$1,874
0.0% of portfolio
|
Q4 2023
New holding
|
|
Motco
|
May 09, 2024 Q1 2024 |
11
shares
|
$1,718
0.0% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
10
shares
|
$1,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
10
shares
|
$1,562
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
10
shares
|
$1,562
0.0% of portfolio
|
Q1 2024
Added 25.0%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
10
shares
|
$1,562
0.0% of portfolio
|
Q1 2024
New holding
|