Asset Mark Financial Holdings, Inc. AMK
We take great care to ensure that the data presented and summarized in this overview for AssetMark Financial Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding AMK
View all-
Jpmorgan Chase & CO New York, NY2.62MShares$89.6 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA2.14MShares$73.3 Million0.0% of portfolio
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Jennison Associates LLC1.87MShares$64.2 Million0.04% of portfolio
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Black Rock Inc. New York, NY1.86MShares$63.7 Million0.0% of portfolio
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Capital World Investors Los Angeles, CA1.31MShares$44.9 Million0.01% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD1.19MShares$40.6 Million0.03% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.07MShares$36.6 Million0.01% of portfolio
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Janus Henderson Group PLC London, X0726KShares$24.9 Million0.01% of portfolio
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Cerity Partners LLC New York, NY606KShares$20.7 Million0.06% of portfolio
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State Street Corp Boston, MA544KShares$18.6 Million0.0% of portfolio
Latest Institutional Activity in AMK
Top Purchases
Top Sells
About AMK
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Insider Transactions at AMK
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jun 10
2024
|
Mukesh Mehta EVP, Chief Information Officer |
SELL
Open market or private sale
|
Direct |
8,880
-1.42%
|
$301,920
$34.37 P/Share
|
Jun 10
2024
|
Esi Minta Jacobs HR & Digital Product Solutions |
SELL
Open market or private sale
|
Direct |
2,529
-1.83%
|
$85,986
$34.37 P/Share
|
Jun 10
2024
|
Gary G. Zyla EVP, Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
7,786
-3.91%
|
$264,724
$34.37 P/Share
|
Jun 10
2024
|
Ted F. Angus EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
9,634
-3.94%
|
$327,556
$34.37 P/Share
|
Jun 10
2024
|
Carrie E. Hansen EVP, Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
10,611
-3.68%
|
$360,774
$34.37 P/Share
|
Jun 10
2024
|
Michael Kim CEO and President |
SELL
Open market or private sale
|
Direct |
9,445
-1.3%
|
$321,130
$34.37 P/Share
|
Jun 10
2024
|
Joel David Mc Natt Jr EVP, Investment Solutions |
SELL
Open market or private sale
|
Direct |
5,267
-4.48%
|
$179,078
$34.37 P/Share
|
Mar 04
2024
|
Michael Kim CEO and President |
SELL
Open market or private sale
|
Direct |
11,833
-3.14%
|
$414,155
$35.18 P/Share
|
Dec 06
2023
|
Carrie E. Hansen EVP, Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
11,500
-7.34%
|
$299,000
$26.18 P/Share
|
Nov 17
2023
|
Joel David Mc Natt Jr EVP, Investment Solutions |
SELL
Open market or private sale
|
Direct |
4,000
-6.63%
|
$100,000
$25.17 P/Share
|
Oct 24
2023
|
Michael Kim CEO and President |
BUY
Grant, award, or other acquisition
|
Direct |
42,302
+10.1%
|
-
|
Jun 14
2023
|
Ted F. Angus EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
7,265
-5.56%
|
$203,420
$28.16 P/Share
|
Jun 09
2023
|
Natalie Grace Wolfsen EVP, Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
1,348
-0.31%
|
$39,092
$29.61 P/Share
|
Jun 09
2023
|
Michael Kim CEO and President |
SELL
Open market or private sale
|
Direct |
1,348
-0.4%
|
$39,092
$29.61 P/Share
|
Jun 09
2023
|
Gary G. Zyla EVP, Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
855
-0.84%
|
$24,795
$29.61 P/Share
|
Jun 09
2023
|
Esi Minta Jacobs HR & Digital Product Solutions |
SELL
Open market or private sale
|
Direct |
300
-0.43%
|
$8,700
$29.61 P/Share
|
Jun 09
2023
|
Joel David Mc Natt Jr EVP, Investment Solutions |
SELL
Open market or private sale
|
Direct |
300
-0.49%
|
$8,700
$29.61 P/Share
|
Jun 09
2023
|
Ted F. Angus EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
855
-0.65%
|
$24,795
$29.61 P/Share
|
Jun 09
2023
|
Mukesh Mehta EVP, Chief Information Officer |
SELL
Open market or private sale
|
Direct |
855
-0.27%
|
$24,795
$29.61 P/Share
|
Jun 09
2023
|
Carrie E. Hansen EVP, Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
855
-0.54%
|
$24,795
$29.61 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 42.3K shares |
---|
Open market or private sale | 88.8K shares |
---|