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 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-255- 1.26% |
$34K - $45.1K
|
20K
$3.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-256- 8.27% |
$34.1K - $45.3K
|
2.84K
$450K
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-260- 1.73% |
$34.7K - $46K
|
14.8K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-272- 0.28% |
$36.3K - $48.2K
|
95.3K
$15.1M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-295- 6.11% |
$39.3K - $52.2K
|
4.53K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 40.82% |
$40K - $53.1K
|
435
$68.9K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-301- 3.63% |
$40.1K - $53.3K
|
7.98K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-304- 2.83% |
$40.5K - $53.8K
|
10.4K
$1.65M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-306- 22.4% |
$40.8K - $54.2K
|
1.06K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-328- 1.07% |
$43.7K - $58.1K
|
30.4K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-336- 3.4% |
$44.8K - $59.5K
|
9.55K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-344- 13.3% |
$45.9K - $60.9K
|
2.24K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-383- 0.11% |
$51.1K - $67.8K
|
357K
$56.6M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-384- 0.65% |
$51.2K - $68K
|
58.6K
$9.29M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-412- 11.03% |
$54.9K - $72.9K
|
3.32K
$527K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-416- 1.83% |
$55.5K - $73.6K
|
22.3K
$3.54M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-500- 2.38% |
$66.7K - $88.5K
|
20.5K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 25.0% |
$66.7K - $88.5K
|
1.5K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-505- 24.55% |
$67.3K - $89.4K
|
1.55K
$246K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-544- 0.93% |
$72.5K - $96.3K
|
58.1K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-619- 2.61% |
$82.5K - $110K
|
23.1K
$3.66M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-639- 2.06% |
$85.2K - $113K
|
30.3K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-754- 31.73% |
$101K - $133K
|
1.62K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-820- 1.71% |
$109K - $145K
|
47.1K
$7.46M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-834- 1.48% |
$111K - $148K
|
55.3K
$8.77M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-850- 0.51% |
$113K - $150K
|
166K
$26.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-851- 6.39% |
$113K - $151K
|
12.5K
$1.98M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-905Closed |
$121K - $160K
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-910- 76.02% |
$121K - $161K
|
287
$45.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 21.51% |
$133K - $177K
|
3.65K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.01K- 1.74% |
$135K - $179K
|
57.2K
$9.06M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.1K- 1.2% |
$147K - $195K
|
90.8K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.17K- 3.87% |
$156K - $208K
|
29.2K
$4.62M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.19K- 2.46% |
$159K - $211K
|
47.4K
$7.52M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.21K- 4.47% |
$162K - $215K
|
25.9K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.44K- 6.63% |
$192K - $255K
|
20.3K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.45K- 1.32% |
$193K - $257K
|
109K
$17.2M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.5K- 3.43% |
$201K - $266K
|
42.4K
$6.71M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.63K- 23.27% |
$217K - $288K
|
5.37K
$850K
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.68K- 3.59% |
$224K - $297K
|
45.1K
$7.14M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.68K- 3.59% |
$224K - $297K
|
45.1K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.74K- 8.86% |
$232K - $308K
|
17.9K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.83K- 1.68% |
$244K - $324K
|
107K
$17M
|
|
|
May 03, 2023
Q1 2023
|
Bruni J V & CO
|
SELL
|
- |
-1.93K- 0.61% |
$257K - $341K
|
314K
$49.7M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.22K- 90.3% |
$295K - $392K
|
238
$37.7K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 8.81% |
$301K - $400K
|
23.4K
$3.71M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-2.33K- 11.32% |
$311K - $412K
|
18.2K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.34K- 23.93% |
$311K - $414K
|
7.43K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.38K- 23.72% |
$317K - $420K
|
7.64K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.4K- 21.72% |
$319K - $424K
|
8.63K
$1.37M
|