Latest Institutional Transactions on Asset Mark Financial Holdings, Inc. (AMK)
This table provides information on the latest institutional transactions involving Asset Mark Financial Holdings, Inc. (AMK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-155Closed |
$3.24K - $4.13K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-22.9KClosed |
$479K - $611K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-15Closed |
$314 - $400
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.9KClosed |
$335K - $388K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-479KClosed |
$11.6M - $13.4M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1KClosed |
$26.6K - $30.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-8.08KClosed |
$195K - $226K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34Closed |
$819 - $949
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Golden Gate Private Equity, Inc.
San Francisco, CA |
SELL
|
- |
-516KClosed |
$12.5M - $14M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.14KClosed |
$197K - $221K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-33.3KClosed |
$734K - $896K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-11.4KClosed |
$251K - $307K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-70Closed |
$1.59K - $1.86K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-4.44KClosed |
$94K - $112K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-124KClosed |
$2.62M - $3.13M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-736KClosed |
$15.6M - $18.6M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-14.4KClosed |
$310K - $421K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15Closed |
$322 - $438
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-101KClosed |
$1.84M - $2.88M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5KClosed |
$74.4K - $168K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-3.8KClosed |
$56.5K - $127K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-700Closed |
$10.4K - $23.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-239KClosed |
$5.66M - $7.05M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-31KClosed |
$736K - $917K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-16.2KClosed |
$384K - $479K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-29.3KClosed |
$694K - $865K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-124KClosed |
$2.93M - $3.66M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-302KClosed |
$7.16M - $8.93M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Td Asset Management Inc
|
SELL
|
- |
-11.8KClosed |
$281K - $350K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-22.2KClosed |
$527K - $656K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-275Closed |
$6.53K - $8.13K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Royce & Associates LP
|
SELL
|
- |
-33KClosed |
$783K - $976K
|
0
$0
|
|