Purchases and Sales Made in Q2 2023 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
524+ 5.96% |
$71.9K - $79.2K
|
9.32K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
500+ 13.51% |
$68.6K - $75.6K
|
4.2K
$793K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 5.0% |
$68.6K - $75.6K
|
10.5K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
485+ 2.86% |
$66.5K - $73.3K
|
17.5K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
470+ 11.82% |
$64.5K - $71.1K
|
4.45K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
416+ 594.29% |
$57.1K - $62.9K
|
486
$91.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
371+ 9.44% |
$50.9K - $56.1K
|
4.3K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
320+ 8.88% |
$43.9K - $48.4K
|
3.92K
$741K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
312New |
$42.8K - $47.2K
|
312
$58.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
296New |
$40.6K - $44.8K
|
296
$55.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
285+ 16.19% |
$39.1K - $43.1K
|
2.05K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
270+ 11.26% |
$37K - $40.8K
|
2.67K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
268+ 4.66% |
$36.8K - $40.5K
|
6.02K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
248+ 7.42% |
$34K - $37.5K
|
3.59K
$678K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
247+ 51.35% |
$33.9K - $37.4K
|
728
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217+ 47.59% |
$29.8K - $32.8K
|
673
$127K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
167+ 10.3% |
$22.9K - $25.3K
|
1.79K
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
162+ 5.05% |
$22.2K - $24.5K
|
3.37K
$637K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
141+ 54.02% |
$19.3K - $21.3K
|
402
$75.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
127+ 1.59% |
$17.4K - $19.2K
|
8.11K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
106+ 26.11% |
$14.5K - $16K
|
512
$96.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
102+ 31.48% |
$14K - $15.4K
|
426
$80.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$13.7K - $15.1K
|
100
$18.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 26.74% |
$9.46K - $10.4K
|
327
$61.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
59+ 2.62% |
$8.09K - $8.92K
|
2.31K
$436K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 109.26% |
$8.09K - $8.92K
|
113
$21.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59+ 109.26% |
$8.09K - $8.92K
|
113
$21.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58+ 3.66% |
$7.95K - $8.77K
|
1.64K
$310K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
55+ 0.42% |
$7.54K - $8.32K
|
13.1K
$2.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
50+ 0.5% |
$6.86K - $7.56K
|
10K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
49+ 1.0% |
$6.72K - $7.41K
|
4.96K
$936K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
46New |
$6.31K - $6.96K
|
46
$8.68K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 26.88% |
$5.9K - $6.5K
|
203
$38.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
42+ 1.42% |
$5.76K - $6.35K
|
2.99K
$565K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
41+ 39.42% |
$5.62K - $6.2K
|
145
$27.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
36New |
$4.94K - $5.44K
|
36
$6.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 82.93% |
$4.66K - $5.14K
|
75
$14.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30+ 1.92% |
$4.11K - $4.54K
|
1.59K
$300K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
27New |
$3.7K - $4.08K
|
27
$5.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
26+ 4.56% |
$3.57K - $3.93K
|
596
$113K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
19New |
$2.61K - $2.87K
|
19
$3.59K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
18+ 150.0% |
$2.47K - $2.72K
|
30
$5.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13New |
$1.78K - $1.97K
|
13
$2.45K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 65.0% |
$1.78K - $1.97K
|
33
$6.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
12New |
$1.65K - $1.81K
|
12
$2.27K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11+ 0.41% |
$1.51K - $1.66K
|
2.73K
$515K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
9New |
$1.23K - $1.36K
|
9
$1.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 57.14% |
$1.1K - $1.21K
|
22
$4.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$1.1K - $1.21K
|
8
$1.51K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 266.67% |
$1.1K - $1.21K
|
11
$2.08K
|