Purchases and Sales Made in Q1 2025 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q1 2025. 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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
123+ 1537.5% |
$19K - $23.3K
|
131
$26.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
109New |
$16.9K - $20.7K
|
109
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
106+ 3.93% |
$16.4K - $20.1K
|
2.8K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
102+ 37.09% |
$15.8K - $19.4K
|
377
$76.8K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
102+ 154.55% |
$15.8K - $19.4K
|
168
$34.2K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 3.24% |
$15.5K - $19K
|
3.19K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
90+ 4.82% |
$13.9K - $17.1K
|
1.96K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
83+ 38.07% |
$12.8K - $15.7K
|
301
$61.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
80+ 170.21% |
$12.4K - $15.2K
|
127
$25.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 11.84% |
$12.1K - $14.8K
|
737
$150K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 70.75% |
$11.6K - $14.2K
|
181
$36.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
75+ 6.85% |
$11.6K - $14.2K
|
1.17K
$238K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
75+ 1.03% |
$11.6K - $14.2K
|
7.33K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
75New |
$11.6K - $14.2K
|
75
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
71+ 11.13% |
$11K - $13.5K
|
709
$145K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
69+ 0.9% |
$10.7K - $13.1K
|
7.78K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
53+ 126.19% |
$8.2K - $10.1K
|
95
$19.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
50+ 0.85% |
$7.73K - $9.49K
|
5.94K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 16.03% |
$7.73K - $9.49K
|
362
$73.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
48+ 60.76% |
$7.42K - $9.11K
|
127
$25.9K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
48+ 0.45% |
$7.42K - $9.11K
|
10.7K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
47+ 1.2% |
$7.27K - $8.92K
|
3.96K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 366.67% |
$6.8K - $8.35K
|
56
$11.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
43+ 16.86% |
$6.65K - $8.16K
|
298
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 3.77% |
$6.5K - $7.97K
|
1.16K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 33.33% |
$5.72K - $7.02K
|
148
$30.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 875.0% |
$5.41K - $6.64K
|
39
$7.95K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
34New |
$5.26K - $6.45K
|
34
$6.93K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
31+ 1.7% |
$4.79K - $5.88K
|
1.85K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
29New |
$4.48K - $5.5K
|
29
$5.91K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
25+ 2.01% |
$3.87K - $4.74K
|
1.27K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
22New |
$3.4K - $4.17K
|
22
$4.48K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
22+ 0.25% |
$3.4K - $4.17K
|
8.67K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21+ 1.21% |
$3.25K - $3.98K
|
1.76K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 20.0% |
$2.94K - $3.6K
|
114
$23.2K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
14+ 0.54% |
$2.17K - $2.66K
|
2.61K
$533K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$2.01K - $2.47K
|
13
$2.65K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 183.33% |
$1.7K - $2.09K
|
17
$3.47K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.55K - $1.9K
|
1.26K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 64.29% |
$1.39K - $1.71K
|
23
$4.69K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 29.03% |
$1.39K - $1.71K
|
40
$8.15K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$1.83K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$1.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$1.08K - $1.33K
|
7
$1.43K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$928 - $1.14K
|
9
$1.83K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6New |
$928 - $1.14K
|
6
$1.22K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.17% |
$619 - $759
|
2.39K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$464 - $569
|
3
$611
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$464 - $569
|
3
$611
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2New |
$309 - $379
|
2
$408
|