Purchases and Sales Made in Q3 2024 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q3 2024. 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 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
137+ 2.41% |
$21.2K - $25.4K
|
5.82K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
121New |
$18.7K - $22.5K
|
121
$22.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
118+ 5.0% |
$18.3K - $21.9K
|
2.48K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 7.43% |
$17.2K - $20.6K
|
1.61K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
BUY
|
- |
110+ 3.0% |
$17K - $20.4K
|
3.78K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
96+ 3.09% |
$14.9K - $17.8K
|
3.2K
$598K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
90+ 1.95% |
$13.9K - $16.7K
|
4.71K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
88+ 0.97% |
$13.6K - $16.3K
|
9.18K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
83+ 21.39% |
$12.8K - $15.4K
|
471
$88K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
68+ 165.85% |
$10.5K - $12.6K
|
109
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
49+ 544.44% |
$7.58K - $9.1K
|
58
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
48+ 15.0% |
$7.43K - $8.91K
|
368
$68.8K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 2.07% |
$7.12K - $8.54K
|
2.27K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
38+ 3.44% |
$5.88K - $7.05K
|
1.14K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
38+ 12.75% |
$5.88K - $7.05K
|
336
$62.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 516.67% |
$4.8K - $5.75K
|
37
$6.91K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 161.11% |
$4.49K - $5.38K
|
47
$8.78K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28+ 11.81% |
$4.33K - $5.2K
|
265
$49.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
27+ 1.53% |
$4.18K - $5.01K
|
1.79K
$335K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 173.33% |
$4.02K - $4.83K
|
41
$7.66K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
25+ 4.76% |
$3.87K - $4.64K
|
550
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.58% |
$3.87K - $4.64K
|
4.35K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
21New |
$3.25K - $3.9K
|
21
$3.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 2.23% |
$3.09K - $3.71K
|
915
$171K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 13.29% |
$2.94K - $3.53K
|
162
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 450.0% |
$2.78K - $3.34K
|
22
$4.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
16+ 0.41% |
$2.48K - $2.97K
|
3.92K
$733K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15+ 0.1% |
$2.32K - $2.78K
|
14.7K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14New |
$2.17K - $2.6K
|
14
$2.62K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
14New |
$2.17K - $2.6K
|
14
$2.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 14.63% |
$1.86K - $2.23K
|
94
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12+ 1.12% |
$1.86K - $2.23K
|
1.08K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12New |
$1.86K - $2.23K
|
12
$2.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.88% |
$1.86K - $2.23K
|
651
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10+ 0.27% |
$1.55K - $1.86K
|
3.65K
$682K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 28.57% |
$1.55K - $1.86K
|
45
$8.41K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 28.13% |
$1.39K - $1.67K
|
41
$7.66K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
8+ 0.2% |
$1.24K - $1.48K
|
4.06K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.24K - $1.48K
|
8
$1.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7+ 9.86% |
$1.08K - $1.3K
|
78
$14.6K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 18.18% |
$928 - $1.11K
|
39
$7.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
4+ 5.33% |
$619 - $742
|
79
$14.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4New |
$619 - $742
|
4
$748
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.04% |
$464 - $557
|
8.28K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 1.05% |
$464 - $557
|
288
$53.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$464 - $557
|
3
$561
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 75.0% |
$464 - $557
|
7
$1.31K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$309 - $371
|
2
$374
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 5.0% |
$155 - $186
|
21
$3.92K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$155 - $186
|
1
$187
|