Purchases and Sales Made in Q1 2024 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q1 2024. 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, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
94+ 2.31% |
$13.8K - $15.7K
|
4.16K
$827K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
93New |
$13.6K - $15.6K
|
93
$18.5K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
92+ 2.17% |
$13.5K - $15.4K
|
4.34K
$862K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
87+ 0.72% |
$12.7K - $14.6K
|
12.1K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
86+ 0.83% |
$12.6K - $14.4K
|
10.4K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
71New |
$10.4K - $11.9K
|
71
$14.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 0.54% |
$10.1K - $11.6K
|
12.9K
$2.57M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
60+ 45.8% |
$8.79K - $10K
|
191
$38K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
60+ 14.32% |
$8.79K - $10K
|
479
$95.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
60+ 3.86% |
$8.79K - $10K
|
1.62K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
56+ 1.5% |
$8.2K - $9.38K
|
3.78K
$752K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
53New |
$7.76K - $8.88K
|
53
$10.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
48+ 1.96% |
$7.03K - $8.04K
|
2.5K
$497K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48+ 5.5% |
$7.03K - $8.04K
|
921
$183K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
47+ 2.03% |
$6.88K - $7.87K
|
2.36K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39+ 14.44% |
$5.71K - $6.53K
|
309
$61.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
33New |
$4.83K - $5.53K
|
33
$6.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
28+ 11.86% |
$4.1K - $4.69K
|
264
$52.5K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26+ 0.31% |
$3.81K - $4.35K
|
8.47K
$1.68M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 4.97% |
$3.51K - $4.02K
|
507
$101K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$2.93K - $3.35K
|
20
$3.97K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.27% |
$2.93K - $3.35K
|
7.54K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.25% |
$2.78K - $3.18K
|
7.48K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
17+ 0.55% |
$2.49K - $2.85K
|
3.12K
$620K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16New |
$2.34K - $2.68K
|
16
$3.18K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16New |
$2.34K - $2.68K
|
16
$3.18K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
16New |
$2.34K - $2.68K
|
16
$3.18K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14New |
$2.05K - $2.34K
|
14
$2.78K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 0.89% |
$1.76K - $2.01K
|
1.37K
$271K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 6.79% |
$1.61K - $1.84K
|
173
$34.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10New |
$1.46K - $1.67K
|
10
$1.99K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
10+ 20.83% |
$1.46K - $1.67K
|
58
$11.5K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10New |
$1.46K - $1.67K
|
10
$1.99K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 1.52% |
$1.32K - $1.51K
|
600
$119K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
7New |
$1.02K - $1.17K
|
7
$1.39K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4New |
$586 - $670
|
4
$795
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$293 - $335
|
1.2K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$293 - $335
|
10
$1.99K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 4.76% |
$146 - $167
|
22
$4.37K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.45% |
$146 - $167
|
30
$5.96K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1- 8.33% |
$146 - $167
|
11
$2.19K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 4.44% |
$293 - $335
|
43
$8.54K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 22.22% |
$293 - $335
|
7
$1.39K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 15.0% |
$879 - $1K
|
34
$6.76K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7- 0.2% |
$1.02K - $1.17K
|
3.44K
$683K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.27% |
$1.46K - $1.67K
|
3.74K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13- 2.34% |
$1.9K - $2.18K
|
543
$108K
|