Purchases and Sales Made in Q3 2021 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43+ 1.01% |
$6.33K - $7.73K
|
4.3K
$735K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 39.13% |
$5.3K - $6.48K
|
128
$21.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34+ 4.74% |
$5K - $6.12K
|
752
$128K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32New |
$4.71K - $5.76K
|
32
$5.47K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
28+ 0.03% |
$4.12K - $5.04K
|
84.8K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
27New |
$3.97K - $4.86K
|
27
$4.61K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27+ 2.04% |
$3.97K - $4.86K
|
1.35K
$230K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 277.78% |
$3.68K - $4.5K
|
34
$5.81K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
23New |
$3.38K - $4.14K
|
23
$3.93K
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
21+ 0.51% |
$3.09K - $3.78K
|
4.11K
$702K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 13.73% |
$3.09K - $3.78K
|
174
$29.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 20.62% |
$2.94K - $3.6K
|
117
$20K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18New |
$2.65K - $3.24K
|
18
$3.08K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16New |
$2.35K - $2.88K
|
16
$2.73K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14+ 10.85% |
$2.06K - $2.52K
|
143
$24.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12New |
$1.77K - $2.16K
|
12
$2.05K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 111.11% |
$1.47K - $1.8K
|
19
$3.25K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9New |
$1.32K - $1.62K
|
9
$1.54K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8+ 0.12% |
$1.18K - $1.44K
|
6.57K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 4.31% |
$736 - $899
|
121
$20.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.3% |
$736 - $899
|
1.67K
$285K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$294 - $360
|
2
$342
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2+ 18.18% |
$294 - $360
|
13
$2.22K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.86% |
$294 - $360
|
234
$40K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1New |
$147 - $180
|
1
$171
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1- 0.03% |
$147 - $180
|
3.45K
$590K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2- 0.14% |
$294 - $360
|
1.41K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2Closed |
$294 - $360
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-5Closed |
$736 - $899
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 2.06% |
$1.03K - $1.26K
|
333
$56.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-9- 0.19% |
$1.32K - $1.62K
|
4.77K
$816K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-11Closed |
$1.62K - $1.98K
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$1.62K - $1.98K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15- 6.82% |
$2.21K - $2.7K
|
205
$35K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-18Closed |
$2.65K - $3.24K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-22Closed |
$3.24K - $3.96K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-26- 61.9% |
$3.83K - $4.68K
|
16
$2.73K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-27- 0.18% |
$3.97K - $4.86K
|
15K
$2.56M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-38- 0.96% |
$5.59K - $6.84K
|
3.9K
$666K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-42- 1.91% |
$6.18K - $7.55K
|
2.16K
$368K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-50- 2.2% |
$7.36K - $8.99K
|
2.23K
$380K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-52- 7.67% |
$7.65K - $9.35K
|
626
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-53- 1.6% |
$7.8K - $9.53K
|
3.25K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-55- 0.34% |
$8.09K - $9.89K
|
16.3K
$2.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-61- 1.68% |
$8.97K - $11K
|
3.56K
$609K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62- 4.13% |
$9.12K - $11.2K
|
1.44K
$246K
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-100- 3.92% |
$14.7K - $18K
|
2.45K
$419K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-100Closed |
$14.7K - $18K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.96% |
$14.7K - $18K
|
10.4K
$1.77M
|