Institutional Ownership Asset Mark Financial Holdings, Inc. (AMK)
This table provides information about the institutional ownership of Asset Mark Financial Holdings, Inc. (AMK). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 2.26 Million shares, which have been reported (via 13F filing form) to have a value of $79.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,179,761
shares
|
$76.8 Million
0.0% of portfolio
|
Q2 2024
Added 17.11%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
52,541
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2023
Added 0.19%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
29,016
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2023
Added 10.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
136
shares
|
$4,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
64
shares
|
$2,255
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
40
shares
|
$1,409
0.0% of portfolio
|
Q3 2023
New holding
|