Purchases and Sales Made in Q1 2023 in Asset Mark Financial Holdings, Inc. (AMK)

AMK Quotes by TradingView

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 12, 2023 Q1 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
6.54K
+ 133.48%
$151K - $208K
11.4K $403K
Apr 27, 2023 Q1 2023
Arizona State Retirement System

BUY
 -
6.42K
New
$148K - $204K
6.42K $226K
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
4.4K
+ 5.21%
$102K - $140K
88.8K $3.13M
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
4.39K
+ 48.24%
$101K - $139K
13.5K $475K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.83K
+ 1925.13%
$88.5K - $122K
4.03K $142K
Apr 20, 2023 Q1 2023
Counterpoint Mutual Funds LLC

BUY
 -
3.47K
New
$80.3K - $110K
3.47K $122K
May 15, 2023 Q1 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
3.07K
+ 17.44%
$71K - $97.5K
20.7K $729K
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
2.84K
+ 6.04%
$65.6K - $90.1K
49.8K $1.76M
May 11, 2023 Q1 2023
Rhumbline Advisers

Boston, MA
BUY
 -
1.62K
+ 4.91%
$37.5K - $51.5K
34.6K $1.22M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.48K
+ 3.3%
$34.2K - $47.1K
46.4K $1.64M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
913
+ 12.5%
$21.1K - $29K
8.22K $290K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
869
New
$20.1K - $27.6K
869 $30.6K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
843
+ 7.09%
$19.5K - $26.8K
12.7K $449K
May 15, 2023 Q1 2023
Legal & General Group PLC

London, X0
BUY
 -
550
+ 7.07%
$12.7K - $17.5K
8.33K $294K
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
514
+ 0.32%
$11.9K - $16.3K
159K $5.6M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
494
+ 70.77%
$11.4K - $15.7K
1.19K $42K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
381
+ 26.93%
$8.8K - $12.1K
1.8K $63.3K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
301
New
$6.96K - $9.56K
301 $10.6K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
286
+ 19.79%
$6.61K - $9.08K
1.73K $61K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
259
+ 108.37%
$5.99K - $8.22K
498 $17.5K
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
206
+ 2.02%
$4.76K - $6.54K
10.4K $366K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
136
New
$3.14K - $4.32K
136 $4.79K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
84
New
$1.94K - $2.67K
84 $2.96K
May 15, 2023 Q1 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
45
+ 0.46%
$1.04K - $1.43K
9.87K $348K
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
28
+ 127.27%
$647 - $889
50 $1.76K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
15
+ 6.05%
$347 - $476
263 $9.27K
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
8
New
$185 - $254
8 $282
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
6
+ 0.03%
$139 - $191
19K $669K
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
5
+ 35.71%
$116 - $159
19 $670
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
3
+ 7.69%
$69.3 - $95.3
42 $1.48K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
2
+ 18.18%
$46.2 - $63.5
13 $458
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2
New
$46.2 - $63.5
2 $70.5
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
1
+ 2.22%
$23.1 - $31.8
46 $1.62K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1
+ 0.38%
$23.1 - $31.8
263 $9.27K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1
+ 9.09%
$23.1 - $31.8
12 $423
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-3
- 21.43%
$69.3 - $95.3
11 $388
May 03, 2023 Q1 2023
Tfo Tdc, LLC

SELL
 -
-8
- 80.0%
$185 - $254
2 $70.5
May 15, 2023 Q1 2023
Voya Investment Management LLC

Atlanta, GA
SELL
 -
-205
- 2.31%
$4.74K - $6.51K
8.68K $306K
May 09, 2023 Q1 2023
California State Teachers Retirement System

West Sacramento, CA
SELL
 -
-353
- 1.27%
$8.16K - $11.2K
27.5K $968K
May 02, 2023 Q1 2023
Amalgamated Bank

New York, NY
SELL
 -
-500
- 18.25%
$11.6K - $15.9K
2.24K $78.9K
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
SELL
 -
-900
- 4.74%
$20.8K - $28.6K
18.1K $638K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-1K
- 94.34%
$23.1K - $31.8K
60 $2.11K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.41K
- 66.15%
$32.7K - $44.9K
723 $25.5K
May 08, 2023 Q1 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
SELL
 -
-1.49K
- 27.81%
$34.3K - $47.2K
3.86K $136K
Aug 02, 2023 Q1 2023
Strs Ohio

SELL
 -
-1.6K
- 7.27%
$37K - $50.8K
20.4K $719K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-2.46K
- 1.3%
$56.7K - $77.9K
186K $6.55M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
SELL
 -
-2.92K
- 10.54%
$67.6K - $92.8K
24.8K $874K
May 02, 2023 Q1 2023
New York State Common Retirement Fund

SELL
 -
-3.2K
- 18.47%
$74K - $102K
14.1K $498K

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