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 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 18.18% |
$267 - $354
|
13
$2.06K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$267 - $354
|
2
$317
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$133 - $177
|
2
$317
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$133 - $177
|
1
$158
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 7.69% |
$133 - $177
|
14
$2.22K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.49% |
$133 - $177
|
205
$32.5K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 2.7% |
$133 - $177
|
36
$5.71K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.67% |
$133 - $177
|
14
$2.22K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 6.45% |
$267 - $354
|
29
$4.6K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5- 0.36% |
$667 - $885
|
1.4K
$222K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 10.2% |
$667 - $885
|
44
$6.97K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 6.25% |
$800 - $1.06K
|
90
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8- 0.05% |
$1.07K - $1.42K
|
16.9K
$2.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 42.86% |
$1.2K - $1.59K
|
12
$1.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 2.17% |
$1.2K - $1.59K
|
406
$64.3K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 0.06% |
$1.2K - $1.59K
|
13.9K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10- 0.56% |
$1.33K - $1.77K
|
1.78K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.62% |
$1.87K - $2.48K
|
2.25K
$357K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-23- 0.74% |
$3.07K - $4.07K
|
3.09K
$490K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-23- 1.27% |
$3.07K - $4.07K
|
1.78K
$283K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-27- 0.74% |
$3.6K - $4.78K
|
3.6K
$571K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-28- 0.35% |
$3.73K - $4.96K
|
7.95K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-30- 1.08% |
$4K - $5.31K
|
2.74K
$433K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-35- 1.41% |
$4.67K - $6.2K
|
2.45K
$389K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-35- 1.75% |
$4.67K - $6.2K
|
1.97K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37- 2.28% |
$4.93K - $6.55K
|
1.59K
$251K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-46- 0.15% |
$6.13K - $8.14K
|
31.3K
$4.97M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 2.18% |
$6.67K - $8.85K
|
2.25K
$356K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-60- 3.77% |
$8K - $10.6K
|
1.53K
$242K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-61- 1.79% |
$8.13K - $10.8K
|
3.34K
$530K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-65- 20.12% |
$8.67K - $11.5K
|
258
$40.9K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 0.96% |
$9.87K - $13.1K
|
7.62K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-90- 29.03% |
$12K - $15.9K
|
220
$34.9K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-90- 29.03% |
$12K - $15.9K
|
220
$34.9K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-91- 9.9% |
$12.1K - $16.1K
|
828
$131K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-93- 0.93% |
$12.4K - $16.5K
|
9.94K
$1.58M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.04% |
$13.3K - $17.7K
|
9.52K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.99% |
$13.3K - $17.7K
|
10K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- 0.86% |
$13.3K - $17.7K
|
11.5K
$1.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.84% |
$13.3K - $17.7K
|
3.43K
$543K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-112- 1.37% |
$14.9K - $19.8K
|
8.09K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-136- 1.4% |
$18.1K - $24.1K
|
9.59K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-139- 15.62% |
$18.5K - $24.6K
|
751
$119K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-154- 74.04% |
$20.5K - $27.3K
|
54
$8.56K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-167- 70.46% |
$22.3K - $29.6K
|
70
$11.1K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-168- 1.51% |
$22.4K - $29.7K
|
11K
$1.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-198- 9.02% |
$26.4K - $35.1K
|
2K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-218- 1.94% |
$29.1K - $38.6K
|
11K
$1.75M
|