Latest Institutional Purchases of Asset Mark Financial Holdings, Inc. (AMK)
This list provides information on the latest institutional transactions involving Asset Mark Financial Holdings, Inc. (AMK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
84New |
$1.94K - $2.67K
|
84
$2.96K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$46.2 - $63.5
|
2
$70.5
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 18.18% |
$46.2 - $63.5
|
13
$458
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 2.22% |
$23.1 - $31.8
|
46
$1.62K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
53.2KNew |
$918K - $1.32M
|
53.2K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40.4KNew |
$697K - $1M
|
40.4K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.33% |
$17.3 - $24.9
|
300
$10.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
68.8KNew |
$1.18M - $1.5M
|
68.8K
$2.42M
|
|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
30.2KNew |
$518K - $657K
|
30.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
22.3K+ 1484.42% |
$383K - $485K
|
23.8K
$839K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$8.58K - $10.9K
|
500
$17.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
64New |
$1.1K - $1.39K
|
64
$2.26K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
29New |
$498 - $630
|
29
$1.02K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
19.5KNew |
$352K - $449K
|
19.5K
$687K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
980New |
$17.7K - $22.5K
|
980
$34.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
184New |
$3.32K - $4.23K
|
184
$6.48K
|
|