Purchases and Sales Made in Q3 2022 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q3 2022. 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 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
712+ 6.22% |
$34K - $95.2K
|
12.2K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
684+ 14.88% |
$32.7K - $91.4K
|
5.28K
$997K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
660New |
$31.5K - $88.2K
|
660
$125K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
648+ 0.31% |
$30.9K - $86.6K
|
209K
$39.4M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
612+ 1.65% |
$29.2K - $81.8K
|
37.8K
$7.13M
|
|
Oct 19, 2022
Q3 2022
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
600+ 17.13% |
$28.7K - $80.2K
|
4.1K
$774K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
523New |
$25K - $69.9K
|
523
$98.7K
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
521+ 16.17% |
$24.9K - $69.6K
|
3.74K
$707K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
508+ 14.67% |
$24.3K - $67.9K
|
3.97K
$749K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
507+ 780.0% |
$24.2K - $67.8K
|
572
$108K
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
438+ 0.12% |
$20.9K - $58.5K
|
363K
$68.6M
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
432+ 14.93% |
$20.6K - $57.7K
|
3.33K
$628K
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
430+ 0.38% |
$20.5K - $57.5K
|
114K
$21.5M
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
350+ 0.77% |
$16.7K - $46.8K
|
45.9K
$8.65M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
229+ 4.15% |
$10.9K - $30.6K
|
5.74K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
227+ 1.76% |
$10.8K - $30.3K
|
13.2K
$2.48M
|
|
Nov 02, 2022
Q3 2022
|
Bruni J V & CO
|
BUY
|
- |
195+ 0.06% |
$9.31K - $26.1K
|
315K
$59.4M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
189+ 2.33% |
$9.02K - $25.3K
|
8.3K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
188+ 4.02% |
$8.98K - $25.1K
|
4.86K
$917K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
173+ 7.57% |
$8.26K - $23.1K
|
2.46K
$464K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
158+ 56.23% |
$7.54K - $21.1K
|
439
$82.9K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150New |
$7.16K - $20K
|
150
$28.3K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
148+ 3.18% |
$7.07K - $19.8K
|
4.8K
$906K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147+ 30.25% |
$7.02K - $19.6K
|
633
$119K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
128+ 34.97% |
$6.11K - $17.1K
|
494
$93.2K
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
107+ 0.47% |
$5.11K - $14.3K
|
22.9K
$4.31M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
91+ 140.0% |
$4.35K - $12.2K
|
156
$29.4K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 1600.0% |
$3.82K - $10.7K
|
85
$16K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
70+ 87.5% |
$3.34K - $9.35K
|
150
$28.3K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
67+ 9.63% |
$3.2K - $8.95K
|
763
$144K
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
62New |
$2.96K - $8.29K
|
62
$11.7K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50New |
$2.39K - $6.68K
|
50
$9.44K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 6.76% |
$1.58K - $4.41K
|
521
$98.3K
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
33+ 0.88% |
$1.58K - $4.41K
|
3.76K
$710K
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
33+ 0.59% |
$1.58K - $4.41K
|
5.63K
$1.06M
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
29+ 0.37% |
$1.38K - $3.88K
|
7.97K
$1.5M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 207.14% |
$1.38K - $3.88K
|
43
$8.12K
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
21+ 0.09% |
$1K - $2.81K
|
23K
$4.35M
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
20+ 0.12% |
$955 - $2.67K
|
16.3K
$3.07M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 94.74% |
$860 - $2.41K
|
37
$6.98K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18New |
$860 - $2.41K
|
18
$3.4K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 17.17% |
$812 - $2.27K
|
116
$21.9K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17New |
$812 - $2.27K
|
17
$3.21K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14New |
$669 - $1.87K
|
14
$2.64K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$669 - $1.87K
|
14
$2.64K
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
12+ 0.39% |
$573 - $1.6K
|
3.11K
$588K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12+ 5.8% |
$573 - $1.6K
|
219
$41.3K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
10+ 0.55% |
$478 - $1.34K
|
1.83K
$346K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9New |
$430 - $1.2K
|
9
$1.7K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
8+ 32.0% |
$382 - $1.07K
|
33
$6.23K
|