Purchases and Sales Made in Q3 2023 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
269+ 104.26% |
$34.9K - $43.7K
|
527
$95.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
253+ 1.42% |
$32.8K - $41.1K
|
18.1K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
231+ 1.77% |
$29.9K - $37.5K
|
13.3K
$2.4M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
225+ 21.23% |
$29.2K - $36.5K
|
1.29K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
225+ 21.23% |
$29.2K - $36.5K
|
1.29K
$232K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
208+ 4.84% |
$27K - $33.8K
|
4.51K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
185+ 7.28% |
$24K - $30K
|
2.73K
$492K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
180+ 7.4% |
$23.3K - $29.2K
|
2.61K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
177+ 3.57% |
$22.9K - $28.7K
|
5.13K
$927K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163+ 2.29% |
$21.1K - $26.5K
|
7.29K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
158+ 1.7% |
$20.5K - $25.6K
|
9.48K
$1.71M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
140+ 7.11% |
$18.1K - $22.7K
|
2.11K
$381K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
139+ 1.37% |
$18K - $22.6K
|
10.3K
$1.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
133+ 8.01% |
$17.2K - $21.6K
|
1.79K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
132+ 1.74% |
$17.1K - $21.4K
|
7.72K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
80+ 2.23% |
$10.4K - $13K
|
3.67K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
72+ 0.27% |
$9.33K - $11.7K
|
26.4K
$4.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
69+ 33.99% |
$8.94K - $11.2K
|
272
$49.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
64+ 1.44% |
$8.29K - $10.4K
|
4.5K
$812K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
62+ 15.42% |
$8.03K - $10.1K
|
464
$83.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52+ 1.33% |
$6.74K - $8.44K
|
3.98K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48+ 1.16% |
$6.22K - $7.79K
|
4.17K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45+ 39.82% |
$5.83K - $7.3K
|
158
$28.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 80.36% |
$5.83K - $7.3K
|
101
$18.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
44New |
$5.7K - $7.14K
|
44
$7.94K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
39+ 108.33% |
$5.05K - $6.33K
|
75
$13.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 73.47% |
$4.66K - $5.84K
|
85
$15.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33+ 1.39% |
$4.28K - $5.36K
|
2.41K
$435K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
30+ 1.7% |
$3.89K - $4.87K
|
1.8K
$325K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$3.89K - $4.87K
|
30
$5.41K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
27+ 0.25% |
$3.5K - $4.38K
|
10.8K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
25New |
$3.24K - $4.06K
|
25
$4.51K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
25New |
$3.24K - $4.06K
|
25
$4.51K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$2.33K - $2.92K
|
18
$3.25K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.92K
|
18
$3.25K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.76% |
$2.07K - $2.6K
|
442
$79.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
11+ 0.36% |
$1.43K - $1.79K
|
3.1K
$560K
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
10+ 33.33% |
$1.3K - $1.62K
|
40
$7.22K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 7.14% |
$777 - $974
|
90
$16.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 27.27% |
$777 - $974
|
28
$5.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 3.45% |
$648 - $812
|
150
$27.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$648 - $812
|
2.36K
$425K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$648 - $812
|
5
$902
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 36.36% |
$518 - $649
|
15
$2.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.12% |
$518 - $649
|
3.23K
$582K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 23.08% |
$389 - $487
|
16
$2.89K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$389 - $487
|
3
$541
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.11% |
$259 - $325
|
1.83K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 100.0% |
$259 - $325
|
4
$722
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.31% |
$130 - $162
|
326
$58.8K
|