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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$309 - $379
|
2
$408
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 100.0% |
$155 - $190
|
2
$408
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$155 - $190
|
1
$204
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$155 - $190
|
1
$204
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$155 - $190
|
1
$204
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$155 - $190
|
1
$204
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 11.11% |
$155 - $190
|
8
$1.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.03% |
$155 - $190
|
3.46K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.11% |
$309 - $379
|
1.8K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 30.0% |
$464 - $569
|
7
$1.43K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 3.2% |
$619 - $759
|
121
$24.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$619 - $759
|
17.2K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-8- 33.33% |
$1.24K - $1.52K
|
16
$3.26K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-10- 0.25% |
$1.55K - $1.9K
|
4K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-16- 6.35% |
$2.47K - $3.04K
|
236
$48.1K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 19.35% |
$2.78K - $3.41K
|
75
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 81.82% |
$2.78K - $3.41K
|
4
$815
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-20- 0.11% |
$3.09K - $3.79K
|
18.4K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23- 1.07% |
$3.56K - $4.36K
|
2.13K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-35- 1.13% |
$5.41K - $6.64K
|
3.08K
$627K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-36- 45.57% |
$5.57K - $6.83K
|
43
$8.76K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-36- 25.9% |
$5.57K - $6.83K
|
103
$21K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 33.94% |
$5.72K - $7.02K
|
72
$14.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-39- 0.47% |
$6.03K - $7.4K
|
8.24K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-42- 0.86% |
$6.5K - $7.97K
|
4.82K
$982K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-44- 72.13% |
$6.8K - $8.35K
|
17
$3.47K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-53- 2.54% |
$8.2K - $10.1K
|
2.04K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-57- 0.31% |
$8.82K - $10.8K
|
18.4K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-59- 5.07% |
$9.12K - $11.2K
|
1.1K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-60- 3.79% |
$9.28K - $11.4K
|
1.53K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-62- 4.12% |
$9.59K - $11.8K
|
1.44K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-63- 4.59% |
$9.74K - $12K
|
1.31K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-65- 1.01% |
$10.1K - $12.3K
|
6.4K
$1.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-69- 5.38% |
$10.7K - $13.1K
|
1.21K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-70- 4.25% |
$10.8K - $13.3K
|
1.58K
$321K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-71- 1.78% |
$11K - $13.5K
|
3.91K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-74- 0.44% |
$11.4K - $14K
|
16.7K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-74- 5.31% |
$11.4K - $14K
|
1.32K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-80- 62.99% |
$12.4K - $15.2K
|
47
$9.58K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-82- 11.19% |
$12.7K - $15.6K
|
651
$133K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-82- 47.67% |
$12.7K - $15.6K
|
90
$18.3K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-88- 5.8% |
$13.6K - $16.7K
|
1.43K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-96- 3.28% |
$14.8K - $18.2K
|
2.83K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-99- 4.02% |
$15.3K - $18.8K
|
2.36K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.4% |
$15.5K - $19K
|
7.02K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-104- 3.25% |
$16.1K - $19.7K
|
3.1K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-109- 5.64% |
$16.9K - $20.7K
|
1.82K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-116- 4.02% |
$17.9K - $22K
|
2.77K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-130- 4.64% |
$20.1K - $24.7K
|
2.67K
$544K
|