Purchases and Sales Made in Q1 2023 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q1 2023. The information is specifically focused on institutions that hold shares of AFFILIATED MANAGERS GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.37KNew |
$316K - $420K
|
2.37K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.37KNew |
$316K - $419K
|
2.37K
$471K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
2.25K+ 129.77% |
$299K - $397K
|
3.98K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$294K - $390K
|
2.21K
$438K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 103.97% |
$272K - $362K
|
4.01K
$796K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.97K+ 43.08% |
$262K - $348K
|
6.53K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$261K - $346K
|
1.96K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.91KNew |
$255K - $339K
|
1.91K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.87KNew |
$249K - $331K
|
1.87K
$371K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.85KNew |
$247K - $328K
|
1.85K
$368K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.84KNew |
$246K - $326K
|
1.84K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.77K+ 59.05% |
$237K - $314K
|
4.78K
$949K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77K+ 15.35% |
$236K - $314K
|
13.3K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.76KNew |
$235K - $312K
|
1.76K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.74K+ 26.91% |
$232K - $308K
|
8.2K
$1.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.66KNew |
$221K - $294K
|
1.66K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.66KNew |
$221K - $294K
|
1.66K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.53K+ 2.02% |
$204K - $271K
|
77.1K
$15.3M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.46KNew |
$194K - $258K
|
1.46K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 8564.71% |
$194K - $258K
|
1.47K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.45K+ 19.72% |
$193K - $257K
|
8.8K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.42KNew |
$189K - $251K
|
1.42K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.4K+ 14.0% |
$187K - $248K
|
11.4K
$2.27M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.39K+ 12.84% |
$185K - $246K
|
12.2K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.32K+ 0.9% |
$177K - $234K
|
149K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.26KNew |
$167K - $222K
|
1.26K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.04K+ 202.72% |
$139K - $185K
|
1.56K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
958+ 1.71% |
$128K - $170K
|
57K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
865+ 1.06% |
$115K - $153K
|
82.7K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
846+ 4.21% |
$113K - $150K
|
21K
$4.17M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
839+ 14.27% |
$112K - $149K
|
6.72K
$1.34M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
822New |
$110K - $146K
|
822
$163K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
780+ 53.42% |
$104K - $138K
|
2.24K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
738+ 4.13% |
$98.4K - $131K
|
18.6K
$3.69M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 11.48% |
$93.3K - $124K
|
6.8K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
681+ 5.89% |
$90.8K - $121K
|
12.2K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
651New |
$86.8K - $115K
|
651
$129K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
626New |
$83.5K - $111K
|
626
$124K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
613+ 88.2% |
$81.7K - $109K
|
1.31K
$260K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
596+ 4.8% |
$79.5K - $106K
|
13K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
585+ 1.22% |
$78K - $104K
|
48.4K
$9.62M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
572+ 1330.23% |
$76.3K - $101K
|
615
$122K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
467+ 0.01% |
$62.3K - $82.7K
|
3.82M
$759M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
436+ 2.56% |
$58.1K - $77.2K
|
17.5K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
416+ 428.87% |
$55.5K - $73.6K
|
513
$102K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
358+ 1193.33% |
$47.7K - $63.4K
|
388
$77.1K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
314+ 5.77% |
$41.9K - $55.6K
|
5.76K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
302+ 9.21% |
$40.3K - $53.5K
|
3.58K
$712K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
301+ 1.28% |
$40.1K - $53.3K
|
23.7K
$4.72M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
252New |
$33.6K - $44.6K
|
252
$50.1K
|