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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 9.52% |
$486 - $614
|
46
$9.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4New |
$486 - $614
|
4
$795
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$365 - $460
|
3
$596
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$243 - $307
|
2
$397
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$243 - $307
|
2
$397
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 28.57% |
$243 - $307
|
9
$1.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.31% |
$122 - $153
|
325
$64.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 7.14% |
$122 - $153
|
13
$2.58K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 25.0% |
$122 - $153
|
3
$596
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 13.33% |
$243 - $307
|
13
$2.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 6.45% |
$243 - $307
|
29
$5.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 0.16% |
$365 - $460
|
1.83K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-5- 0.21% |
$608 - $767
|
2.35K
$467K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 50.0% |
$972 - $1.23K
|
8
$1.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10- 10.64% |
$1.22K - $1.53K
|
84
$16.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-13- 52.0% |
$1.58K - $1.99K
|
12
$2.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16- 0.65% |
$1.94K - $2.46K
|
2.44K
$485K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-18- 0.66% |
$2.19K - $2.76K
|
2.72K
$540K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 26.73% |
$3.28K - $4.14K
|
74
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-34- 0.19% |
$4.13K - $5.22K
|
17.6K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-36- 0.11% |
$4.38K - $5.52K
|
33.8K
$6.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 13.24% |
$4.38K - $5.52K
|
236
$46.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-38- 6.4% |
$4.62K - $5.83K
|
556
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-46- 27.22% |
$5.59K - $7.06K
|
123
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 1.32% |
$6.08K - $7.67K
|
3.75K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.69% |
$6.08K - $7.67K
|
7.24K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-65- 20.19% |
$7.9K - $9.97K
|
257
$51.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-65- 0.14% |
$7.9K - $9.97K
|
46.8K
$9.31M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 1.72% |
$12.2K - $15.3K
|
5.7K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-104- 2.49% |
$12.6K - $16K
|
4.07K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-114- 6.02% |
$13.9K - $17.5K
|
1.78K
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-115- 3.87% |
$14K - $17.6K
|
2.85K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-130- 1.85% |
$15.8K - $19.9K
|
6.89K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-132- 2.25% |
$16K - $20.3K
|
5.73K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-138- 5.68% |
$16.8K - $21.2K
|
2.29K
$455K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-161- 6.16% |
$19.6K - $24.7K
|
2.45K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-177- 3.94% |
$21.5K - $27.2K
|
4.32K
$858K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-183- 2.39% |
$22.2K - $28.1K
|
7.49K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-200- 5.75% |
$24.3K - $30.7K
|
3.28K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-230- 0.69% |
$28K - $35.3K
|
33.3K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-231- 9.18% |
$28.1K - $35.4K
|
2.29K
$454K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-235- 1.22% |
$28.6K - $36.1K
|
19.1K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-252- 3.24% |
$30.6K - $38.7K
|
7.52K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-263- 10.33% |
$32K - $40.4K
|
2.28K
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-266- 1.48% |
$32.3K - $40.8K
|
17.7K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-270- 15.63% |
$32.8K - $41.4K
|
1.46K
$290K
|