Purchases and Sales Made in Q1 2023 in Asset Mark Financial Holdings, Inc. (AMK)
This table provides information about the institutional ownership of Asset Mark Financial Holdings, Inc. (AMK) during Q1 2023. The information is specifically focused on institutions that hold shares of AssetMark Financial Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
659KNew |
$15.2M - $20.9M
|
659K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
307K+ 54.28% |
$7.09M - $9.74M
|
872K
$30.7M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
249K+ 241.62% |
$5.75M - $7.9M
|
352K
$12.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
240KNew |
$5.53M - $7.6M
|
240K
$8.44M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
233K+ 203.95% |
$5.39M - $7.41M
|
348K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
190K+ 47.84% |
$4.38M - $6.02M
|
586K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
164K+ 12.15% |
$3.79M - $5.21M
|
1.51M
$53.4M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
111K+ 55.55% |
$2.57M - $3.53M
|
311K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107KNew |
$2.47M - $3.4M
|
107K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
90.1KNew |
$2.08M - $2.86M
|
90.1K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
86KNew |
$1.99M - $2.73M
|
86K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
68.1K+ 93.73% |
$1.57M - $2.16M
|
141K
$4.96M
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
64.7KNew |
$1.5M - $2.05M
|
64.7K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
43.1KNew |
$995K - $1.37M
|
43.1K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
34.4K+ 1.73% |
$795K - $1.09M
|
2.02M
$71.2M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
30.2K+ 6.97% |
$697K - $958K
|
463K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.8KNew |
$689K - $947K
|
29.8K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
29.6K+ 17.77% |
$684K - $940K
|
196K
$6.91M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
29.5KNew |
$683K - $938K
|
29.5K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
27.1K+ 63.63% |
$626K - $860K
|
69.7K
$2.46M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9K+ 0.98% |
$623K - $856K
|
2.77M
$97.7M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
26.4K+ 37.82% |
$610K - $838K
|
96.2K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.8K+ 42.74% |
$574K - $788K
|
82.9K
$2.92M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24.5KNew |
$566K - $777K
|
24.5K
$862K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.7K+ 62.9% |
$548K - $753K
|
61.4K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
22.4K+ 5.68% |
$517K - $711K
|
416K
$14.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.1K+ 240.94% |
$510K - $701K
|
31.2K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.1K+ 18.84% |
$441K - $606K
|
120K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
18.6KNew |
$430K - $591K
|
18.6K
$656K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
17.3K+ 1.85% |
$401K - $550K
|
955K
$33.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.5K+ 113.56% |
$357K - $491K
|
29.1K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
15.2KNew |
$352K - $483K
|
15.2K
$536K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
14.1K+ 223.81% |
$326K - $448K
|
20.4K
$719K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.6KNew |
$314K - $431K
|
13.6K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.5KNew |
$311K - $427K
|
13.5K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.7K+ 117.89% |
$293K - $403K
|
23.4K
$826K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.6KNew |
$291K - $399K
|
12.6K
$443K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
12.4K+ 31.1% |
$288K - $395K
|
52.4K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12.2K+ 54.01% |
$283K - $388K
|
34.9K
$1.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
12.1KNew |
$281K - $385K
|
12.1K
$428K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.8KNew |
$272K - $374K
|
11.8K
$415K
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
11.4KNew |
$263K - $361K
|
11.4K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
10.9K+ 51.61% |
$253K - $348K
|
32.2K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9.9KNew |
$229K - $314K
|
9.9K
$349K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
9.83KNew |
$227K - $312K
|
9.83K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
9.75K+ 36.49% |
$225K - $309K
|
36.5K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9KNew |
$208K - $286K
|
9K
$317K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.14KNew |
$188K - $258K
|
8.14K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.45KNew |
$172K - $236K
|
7.45K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.64KNew |
$153K - $211K
|
6.64K
$234K
|