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 452 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
23
shares
|
$4,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
22
shares
|
$4,077
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
22
shares
|
$4,077
0.0% of portfolio
|
Q3 2024
Added 450.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$3,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
21
shares
|
$3,892
0.0% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
21
shares
|
$3,892
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
20
shares
|
$3,707
0.0% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
18
shares
|
$3,336
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
17
shares
|
$3,151
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
17
shares
|
$3,151
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
16
shares
|
$2,965
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15
shares
|
$2,780
0.0% of portfolio
|
Q2 2024
Reduced 86.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$2,780
0.0% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
14
shares
|
$2,595
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
14
shares
|
$2,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$2,595
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
13
shares
|
$2,409
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12
shares
|
$2,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
11
shares
|
$2,038
0.0% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
11
shares
|
$2,038
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
10
shares
|
$1,853
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
9
shares
|
$1,668
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8
shares
|
$1,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8
shares
|
$1,482
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8
shares
|
$1,482
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|