Purchases and Sales Made in Q4 2022 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
259+ 3.41% |
$29K - $42.1K
|
7.85K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
241+ 0.78% |
$27K - $39.2K
|
31K
$5.84M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
203+ 38.96% |
$22.7K - $33K
|
724
$137K
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
184+ 3.79% |
$20.6K - $29.9K
|
5.05K
$952K
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
180+ 0.39% |
$20.1K - $29.3K
|
46.8K
$8.83M
|
|
Jan 18, 2023
Q4 2022
|
Reinhart Partners, Inc.
|
BUY
|
- |
178+ 0.12% |
$19.9K - $28.9K
|
147K
$27.7M
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
156+ 20.45% |
$17.4K - $25.4K
|
919
$173K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
150+ 172.41% |
$16.8K - $24.4K
|
237
$44.7K
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
136+ 1.11% |
$15.2K - $22.1K
|
12.4K
$2.35M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
135New |
$15.1K - $22K
|
135
$25.5K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123+ 21.5% |
$13.8K - $20K
|
695
$131K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114New |
$12.8K - $18.5K
|
114
$21.5K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
107+ 1.72% |
$12K - $17.4K
|
6.32K
$1.19M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
105New |
$11.7K - $17.1K
|
105
$19.8K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 5.0% |
$11.5K - $16.7K
|
2.16K
$409K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97New |
$10.8K - $15.8K
|
97
$18.3K
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
88+ 1257.14% |
$9.84K - $14.3K
|
95
$17.9K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
84+ 62.22% |
$9.4K - $13.7K
|
219
$41.3K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
83+ 0.02% |
$9.28K - $13.5K
|
379K
$71.5M
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
79+ 2.38% |
$8.84K - $12.8K
|
3.4K
$643K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77New |
$8.61K - $12.5K
|
77
$14.5K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
74+ 0.69% |
$8.28K - $12K
|
10.7K
$2.03M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56+ 0.56% |
$6.26K - $9.11K
|
10K
$1.89M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54New |
$6.04K - $8.78K
|
54
$10.2K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$5.93K - $8.62K
|
53
$10K
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
43+ 0.21% |
$4.81K - $6.99K
|
20.1K
$3.8M
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
43New |
$4.81K - $6.99K
|
43
$8.12K
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
37New |
$4.14K - $6.02K
|
37
$6.99K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
34New |
$3.8K - $5.53K
|
34
$6.42K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
31+ 19.87% |
$3.47K - $5.04K
|
187
$35.3K
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
30New |
$3.36K - $4.88K
|
30
$5.66K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
30+ 1.22% |
$3.36K - $4.88K
|
2.49K
$470K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$2.46K - $3.58K
|
22
$4.15K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$2.24K - $3.25K
|
20
$3.78K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 2000.0% |
$2.24K - $3.25K
|
21
$3.96K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$2.01K - $2.93K
|
18
$3.4K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$1.9K - $2.76K
|
17
$3.21K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17New |
$1.9K - $2.76K
|
17
$3.21K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 3.73% |
$1.57K - $2.28K
|
389
$73.4K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 114.29% |
$895 - $1.3K
|
15
$2.83K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 21.62% |
$895 - $1.3K
|
45
$8.5K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 13.95% |
$671 - $976
|
49
$9.25K
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
6+ 0.04% |
$671 - $976
|
16.8K
$3.18M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 62.5% |
$559 - $813
|
13
$2.45K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$559 - $813
|
5
$944
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5+ 0.06% |
$559 - $813
|
8.2K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$336 - $488
|
3
$566
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$336 - $488
|
3
$566
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$336 - $488
|
3
$566
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$112 - $163
|
1
$189
|