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 |
---|---|---|---|---|---|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
10
shares
|
$1,562
0.0% of portfolio
|
Q4 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8
shares
|
$1,249
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2024 Q1 2024 |
7
shares
|
$1,093
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
7
shares
|
$1,093
0.0% of portfolio
|
Q1 2024
Reduced 22.22%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
6
shares
|
$937
0.0% of portfolio
|
Q4 2023
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
5
shares
|
$781
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
4
shares
|
$624
0.0% of portfolio
|
Q1 2023
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
4
shares
|
$624
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 08, 2024 Q1 2024 |
4
shares
|
$624
0.0% of portfolio
|
Q1 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
4
shares
|
$624
0.0% of portfolio
|
Q3 2023
Reduced 63.64%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
3
shares
|
$468
0.0% of portfolio
|
Q4 2023
New holding
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
3
shares
|
$468
0.0% of portfolio
|
Q4 2020
New holding
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
3
shares
|
$468
0.0% of portfolio
|
Q3 2023
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
2
shares
|
$312
0.0% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$312
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
2
shares
|
$312
0.0% of portfolio
|
Q1 2024
Reduced 99.91%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2
shares
|
$312
0.0% of portfolio
|
Q4 2018
Reduced 96.36%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 14, 2024 Q1 2024 |
2
shares
|
$312
0.0% of portfolio
|
Q3 2023
Reduced 99.53%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|