Latest Institutional Sells of Asset Mark Financial Holdings, Inc. (AMK)

AMK Quotes by TradingView

This list provides information on the latest institutional transactions involving Asset Mark Financial Holdings, Inc. (AMK) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 23, 2024 Q1 2024
Amalgamated Bank

New York, NY
SELL
 -
-2.37K
- 75.83%
$69.7K - $85.9K
756 $26.6K
May 03, 2024 Q1 2024
Victory Capital Management Inc

SELL
 -
-2.11K
- 14.45%
$62K - $76.5K
12.5K $441K
May 14, 2024 Q1 2024
Entry Point Capital, LLC

New York, NY
SELL
 -
-2.01K
- 97.15%
$59K - $72.8K
59 $2.08K
Nov 05, 2024 Q1 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.66K
- 77.08%
$48.7K - $60K
493 $17.4K
May 08, 2024 Q1 2024
Russell Investments Group, Ltd.

SELL
 -
-1.43K
- 28.8%
$42.1K - $51.9K
3.54K $125K
May 13, 2024 Q1 2024
Tfo Tdc, LLC

SELL
 -
-432
- 99.54%
$12.7K - $15.6K
2 $70.5
May 13, 2024 Q1 2024
State Of Wyoming

Cheyenne, WY
SELL
 -
-413
- 13.77%
$12.1K - $15K
2.59K $91.2K
May 13, 2024 Q1 2024
American International Group, Inc.

New York, NY
SELL
 -
-93
- 0.85%
$2.73K - $3.37K
10.8K $382K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-11
- 25.0%
$323 - $398
33 $1.16K
Jul 31, 2024 Q1 2024
Rothschild Investment LLC

Chicago, IL
SELL
 -
-5
- 50.0%
$147 - $181
5 $176
Q4 2023
Feb 16, 2024 Q4 2023
Gsa Capital Partners LLP

London, X0
SELL
 -
-10.9K
- 43.03%
$252K - $331K
14.4K $507K
Feb 06, 2024 Q4 2023
Swiss National Bank

Zurich, V8
SELL
 -
-5.6K
- 9.84%
$130K - $170K
51.3K $1.81M
Feb 14, 2024 Q4 2023
West Tower Group, LLC

Richmond, VA
SELL
 -
-2.17K
- 91.1%
$50.3K - $66.1K
212 $7.47K
Feb 14, 2024 Q4 2023
Point72 Middle East Fze

Stamford, CT
SELL
 -
-808
- 99.51%
$18.7K - $24.6K
4 $141
Q3 2023
Nov 13, 2023 Q3 2023
Capital International Investors

Los Angeles, CA
SELL
 -
-306K
- 35.08%
$7.67M - $9.77M
566K $19.9M
Nov 15, 2023 Q3 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
SELL
 -
-47.4K
- 84.93%
$1.19M - $1.52M
8.42K $297K
Q2 2023
Jul 18, 2023 Q2 2023
Summit Global Investments

Bountiful, UT
SELL
 -
-41.4K
- 83.15%
$1.09M - $1.36M
8.4K $296K
Aug 14, 2023 Q2 2023
Advisory Research Inc

Chicago, IL
SELL
 -
-11.3K
- 31.07%
$298K - $373K
25.1K $886K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-178
- 0.6%
$4.68K - $5.86K
29.6K $1.04M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

SELL
 -
-8
Closed
$210 - $263
0 $0
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 8.33%
$26.3 - $32.9
11 $388
Q1 2023
May 15, 2023 Q1 2023
Invenomic Capital Management LP

Boston, MA
SELL
 -
-104K
- 29.59%
$2.41M - $3.31M
248K $8.75M
Jul 12, 2023 Q1 2023
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-50.8K
- 56.35%
$1.17M - $1.61M
39.3K $1.39M
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-12.9K
- 20.74%
$299K - $410K
49.4K $1.74M
Q4 2022
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-100K
- 8.59%
$1.73M - $2.49M
1.07M $37.6M
Q3 2022
Nov 14, 2022 Q3 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-3.72K
- 13.41%
$63.8K - $80.9K
24K $846K
Nov 14, 2022 Q3 2022
Altshuler Shaham LTD

SELL
 -
-2
- 0.14%
$34.3 - $43.5
1.43K $50.3K
Q2 2022
Aug 12, 2022 Q2 2022
Lord, Abbett & Co. LLC

Jersey City, NJ
SELL
 -
-73K
- 12.98%
$1.32M - $1.68M
490K $17.3M
Aug 15, 2022 Q2 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-11.2K
Closed
$202K - $257K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-20
Closed
$361 - $460
0 $0
Aug 11, 2022 Q2 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-2
Closed
$36.1 - $46
0 $0
Q1 2022
May 11, 2022 Q1 2022
Jupiter Asset Management LTD

SELL
 -
-22.9K
Closed
$479K - $611K
0 $0
May 16, 2022 Q1 2022
Allstate Corp

Northbrook, IL
SELL
 -
-21.9K
Closed
$458K - $585K
0 $0
May 16, 2022 Q1 2022
Pluribus Labs, LLC

Mill Valley, CA
SELL
 -
-14.2K
Closed
$297K - $378K
0 $0
May 16, 2022 Q1 2022
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-155
Closed
$3.24K - $4.13K
0 $0
Apr 14, 2022 Q1 2022
Glassman Wealth Services

SELL
 -
-15
Closed
$314 - $400
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Loomis Sayles & CO L P

SELL
 -
-479K
Closed
$11.6M - $13.4M
0 $0
Feb 14, 2022 Q4 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-13.9K
Closed
$335K - $388K
0 $0
Feb 11, 2022 Q4 2021
Aigen Investment Management, LP

SELL
 -
-8.08K
Closed
$195K - $226K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1.1K
Closed
$26.6K - $30.8K
0 $0
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-34
Closed
$819 - $949
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Golden Gate Private Equity, Inc.

San Francisco, CA
SELL
 -
-516K
Closed
$12.5M - $14M
0 $0
Oct 28, 2021 Q3 2021
Winton Group LTD

London, X0
SELL
 -
-8.14K
Closed
$197K - $221K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-33.3K
Closed
$734K - $896K
0 $0
Aug 10, 2021 Q2 2021
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-11.4K
Closed
$251K - $307K
0 $0
Q1 2021
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-70
Closed
$1.59K - $1.86K
0 $0
Q4 2020
Feb 10, 2021 Q4 2020
Clearbridge Investments, LLC

New York, NY
SELL
 -
-736K
Closed
$15.6M - $18.6M
0 $0
Feb 12, 2021 Q4 2020
Element Capital Management LLC

New York, NY
SELL
 -
-124K
Closed
$2.62M - $3.13M
0 $0
Feb 16, 2021 Q4 2020
Aristotle Capital Boston, LLC

Boston, MA
SELL
 -
-4.44K
Closed
$94K - $112K
0 $0

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