Purchases and Sales Made in Q4 2023 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 3.77% |
$24.3K - $30.7K
|
5.5K
$993K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
193New |
$23.5K - $29.6K
|
193
$34.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191+ 6.57% |
$23.2K - $29.3K
|
3.1K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
185+ 45.57% |
$22.5K - $28.4K
|
591
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
181+ 0.57% |
$22K - $27.8K
|
31.9K
$5.75M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
150+ 12.5% |
$18.2K - $23K
|
1.35K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
135+ 1.75% |
$16.4K - $20.7K
|
7.85K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
131+ 3.45% |
$15.9K - $20.1K
|
3.93K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
131New |
$15.9K - $20.1K
|
131
$23.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
125New |
$15.2K - $19.2K
|
125
$22.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$15.2K - $19.2K
|
125
$22.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
120+ 80.0% |
$14.6K - $18.4K
|
270
$48.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
115+ 6.74% |
$14K - $17.6K
|
1.82K
$329K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
90+ 17.08% |
$10.9K - $13.8K
|
617
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
74+ 3.51% |
$8.99K - $11.4K
|
2.18K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 72.28% |
$8.87K - $11.2K
|
174
$31.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 80.0% |
$8.75K - $11K
|
162
$29.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
70+ 4.46% |
$8.51K - $10.7K
|
1.64K
$296K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
69+ 5.37% |
$8.39K - $10.6K
|
1.35K
$244K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
69+ 5.37% |
$8.39K - $10.6K
|
1.35K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
61New |
$7.41K - $9.36K
|
61
$11K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
59+ 2.62% |
$7.17K - $9.05K
|
2.31K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
55+ 1.5% |
$6.68K - $8.44K
|
3.73K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 31.65% |
$6.08K - $7.67K
|
208
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
50+ 0.05% |
$6.08K - $7.67K
|
110K
$19.8M
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
50New |
$6.08K - $7.67K
|
50
$9.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 3.99% |
$4.98K - $6.29K
|
1.07K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 9.28% |
$4.98K - $6.29K
|
483
$87.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
35+ 46.67% |
$4.25K - $5.37K
|
110
$19.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31New |
$3.77K - $4.76K
|
31
$5.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$3.04K - $3.84K
|
25
$4.51K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
23New |
$2.8K - $3.53K
|
23
$4.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23New |
$2.8K - $3.53K
|
23
$4.15K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21New |
$2.55K - $3.22K
|
21
$3.79K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17New |
$2.07K - $2.61K
|
17
$3.07K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 60.71% |
$2.07K - $2.61K
|
45
$8.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$1.7K - $2.15K
|
14
$2.53K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.46K - $1.84K
|
12
$2.17K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12+ 0.44% |
$1.46K - $1.84K
|
2.74K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$1.22K - $1.53K
|
10
$1.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
10+ 0.25% |
$1.22K - $1.53K
|
4.04K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 11.76% |
$1.22K - $1.53K
|
95
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$1.22K - $1.53K
|
10
$1.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 100.0% |
$1.09K - $1.38K
|
18
$3.25K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8+ 0.09% |
$972 - $1.23K
|
8.48K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
8+ 20.0% |
$972 - $1.23K
|
48
$8.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$729 - $921
|
6
$1.08K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$608 - $767
|
5
$902
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 9.52% |
$486 - $614
|
46
$8.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4New |
$486 - $614
|
4
$722
|