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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$155 - $186
|
11
$1.99K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 1.27% |
$155 - $186
|
80
$14.4K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.07% |
$155 - $186
|
1.38K
$249K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$155 - $186
|
1
$180
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 40.0% |
$309 - $371
|
3
$541
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 28.57% |
$619 - $742
|
10
$1.8K
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-4- 0.06% |
$619 - $742
|
7.1K
$1.28M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 4.12% |
$619 - $742
|
93
$16.8K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 42.86% |
$928 - $1.11K
|
8
$1.44K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 21.43% |
$1.39K - $1.67K
|
33
$5.96K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.17% |
$1.39K - $1.67K
|
5.2K
$938K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 14.74% |
$2.17K - $2.6K
|
81
$14.6K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-26- 1.31% |
$4.02K - $4.83K
|
1.97K
$355K
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-29- 16.38% |
$4.49K - $5.38K
|
148
$26.7K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-52- 28.42% |
$8.05K - $9.65K
|
131
$23.6K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-61- 4.92% |
$9.44K - $11.3K
|
1.18K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-66- 0.15% |
$10.2K - $12.3K
|
44.9K
$8.1M
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-84- 4.8% |
$13K - $15.6K
|
1.67K
$301K
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-85- 5.33% |
$13.2K - $15.8K
|
1.51K
$272K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88- 2.41% |
$13.6K - $16.3K
|
3.57K
$644K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-90- 1.31% |
$13.9K - $16.7K
|
6.76K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-125- 5.02% |
$19.3K - $23.2K
|
2.37K
$427K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-125- 5.01% |
$19.3K - $23.2K
|
2.37K
$428K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-141- 3.74% |
$21.8K - $26.2K
|
3.63K
$655K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-146- 2.25% |
$22.6K - $27.1K
|
6.34K
$1.14M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-149- 12.29% |
$23.1K - $27.7K
|
1.06K
$192K
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 2.48% |
$23.2K - $27.8K
|
5.89K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-167- 0.53% |
$25.8K - $31K
|
31.2K
$5.63M
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-178- 6.2% |
$27.5K - $33K
|
2.69K
$486K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-185- 5.99% |
$28.6K - $34.3K
|
2.9K
$524K
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-200- 5.56% |
$30.9K - $37.1K
|
3.4K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-203- 13.51% |
$31.4K - $37.7K
|
1.3K
$235K
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-223- 8.78% |
$34.5K - $41.4K
|
2.32K
$418K
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-229- 10.24% |
$35.4K - $42.5K
|
2.01K
$362K
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-253- 1.35% |
$39.1K - $47K
|
18.5K
$3.34M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-280- 2.31% |
$43.3K - $52K
|
11.8K
$2.13M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-301- 2.56% |
$46.6K - $55.9K
|
11.4K
$2.06M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-302- 75.5% |
$46.7K - $56.1K
|
98
$17.7K
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-316- 13.86% |
$48.9K - $58.7K
|
1.96K
$354K
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-350- 9.36% |
$54.2K - $65K
|
3.39K
$612K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-396- 55.77% |
$61.3K - $73.5K
|
314
$56.7K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-400- 2.32% |
$61.9K - $74.2K
|
16.9K
$3.04M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-412- 3.19% |
$63.7K - $76.5K
|
12.5K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-420- 4.24% |
$65K - $78K
|
9.48K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-487- 8.58% |
$75.3K - $90.4K
|
5.19K
$937K
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-490- 6.94% |
$75.8K - $91K
|
6.57K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-490- 0.7% |
$75.8K - $91K
|
69.4K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-498- 7.0% |
$77.1K - $92.4K
|
6.61K
$1.19M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-529- 14.05% |
$81.8K - $98.2K
|
3.24K
$584K
|