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 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
6New |
$823 - $907
|
6
$1.13K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 13.89% |
$686 - $756
|
41
$7.74K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
4+ 0.2% |
$549 - $605
|
1.97K
$372K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 22.22% |
$274 - $302
|
11
$2.08K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.88% |
$137 - $151
|
16
$3.02K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.14% |
$137 - $151
|
13
$2.45K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 15.38% |
$274 - $302
|
11
$2.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.1% |
$549 - $605
|
4.1K
$775K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 44.44% |
$549 - $605
|
5
$944
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 41.67% |
$686 - $756
|
7
$1.32K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 6.67% |
$823 - $907
|
84
$15.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 12.5% |
$960 - $1.06K
|
49
$9.25K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.57% |
$1.1K - $1.21K
|
1.39K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15- 0.84% |
$2.06K - $2.27K
|
1.77K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-19- 0.77% |
$2.61K - $2.87K
|
2.43K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-30- 0.17% |
$4.11K - $4.54K
|
17.6K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-31- 0.11% |
$4.25K - $4.69K
|
28.4K
$5.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-37- 2.07% |
$5.07K - $5.6K
|
1.75K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-47- 1.13% |
$6.45K - $7.11K
|
4.13K
$779K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 0.67% |
$6.99K - $7.71K
|
7.59K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-52- 1.68% |
$7.13K - $7.86K
|
3.04K
$574K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 2.49% |
$7.68K - $8.47K
|
2.19K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-57- 1.42% |
$7.82K - $8.62K
|
3.95K
$746K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58- 2.67% |
$7.95K - $8.77K
|
2.12K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-60- 0.38% |
$8.23K - $9.07K
|
15.6K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-60- 2.19% |
$8.23K - $9.07K
|
2.68K
$505K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-62- 24.6% |
$8.5K - $9.38K
|
190
$35.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-80- 0.77% |
$11K - $12.1K
|
10.3K
$1.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-83- 4.16% |
$11.4K - $12.6K
|
1.91K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-87- 4.8% |
$11.9K - $13.2K
|
1.73K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-89- 0.81% |
$12.2K - $13.5K
|
10.9K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-95- 0.29% |
$13K - $14.4K
|
32.9K
$6.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-100- 0.09% |
$13.7K - $15.1K
|
109K
$20.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-114- 0.65% |
$15.6K - $17.2K
|
17.3K
$3.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-116- 1.46% |
$15.9K - $17.5K
|
7.83K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-132- 5.89% |
$18.1K - $20K
|
2.11K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 1.88% |
$19.6K - $21.6K
|
7.47K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-159- 10.26% |
$21.8K - $24K
|
1.39K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-183- 9.58% |
$25.1K - $27.7K
|
1.73K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-210- 6.13% |
$28.8K - $31.8K
|
3.22K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-214- 55.15% |
$29.3K - $32.4K
|
174
$32.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-226- 2.62% |
$31K - $34.2K
|
8.41K
$1.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-249- 14.0% |
$34.1K - $37.7K
|
1.53K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-251- 1.18% |
$34.4K - $38K
|
21K
$3.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Bruni J V & CO
|
SELL
|
- |
-265- 0.08% |
$36.3K - $40.1K
|
314K
$59.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-295- 1.32% |
$40.5K - $44.6K
|
22K
$4.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300- 4.04% |
$41.1K - $45.4K
|
7.13K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-317- 3.28% |
$43.5K - $47.9K
|
9.35K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-333- 3.98% |
$45.7K - $50.4K
|
8.02K
$1.51M
|