Latest Institutional Transactions on Artisan Partners Asset Management Inc. (APAM)
This table provides information on the latest institutional transactions involving Artisan Partners Asset Management Inc. (APAM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27New |
$701 - $952
|
27
$1.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
6.83KNew |
$177K - $241K
|
6.83K
$305K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-646- 7.21% |
$16.8K - $22.8K
|
8.32K
$371K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
459+ 1.15% |
$11.9K - $16.2K
|
40.4K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6.86KNew |
$178K - $242K
|
6.86K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33New |
$857 - $1.16K
|
33
$1.47K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
23New |
$597 - $811
|
23
$1.03K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
950New |
$24.7K - $33.5K
|
950
$42.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$26 - $35.3
|
1
$44.7
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-120K- 75.17% |
$3.11M - $4.23M
|
39.6K
$1.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$961 - $1.3K
|
37
$1.65K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-188Closed |
$5.06K - $7.62K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-707- 99.16% |
$19K - $28.6K
|
6
$268
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
312+ 34.9% |
$8.4K - $12.6K
|
1.21K
$53.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 6.67% |
$108 - $162
|
56
$2.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
16KNew |
$431K - $648K
|
16K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-55.8K- 5.4% |
$1.5M - $2.26M
|
978K
$43.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
8K+ 14.55% |
$215K - $324K
|
63K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-241KClosed |
$6.5M - $9.78M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
181+ 11.75% |
$4.87K - $7.33K
|
1.72K
$76.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-328- 2.62% |
$8.83K - $13.3K
|
12.2K
$546K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
13.5K+ 745.75% |
$364K - $547K
|
15.3K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
250New |
$6.73K - $10.1K
|
250
$11.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$377 - $567
|
14
$625
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
63New |
$1.7K - $2.55K
|
63
$2.81K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-381K- 45.8% |
$10.2M - $15.4M
|
450K
$20.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-361- 21.6% |
$9.72K - $14.6K
|
1.31K
$58.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
168New |
$4.52K - $6.81K
|
168
$7.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 1.29% |
$404 - $608
|
1.18K
$52.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200New |
$5.39K - $8.1K
|
200
$8.93K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11.6K- 21.15% |
$314K - $472K
|
43.4K
$1.94M
|
|
| Q2 2022 | |||||||
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-7.57KClosed |
$243K - $300K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17Closed |
$546 - $673
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-211Closed |
$6.78K - $8.35K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-45Closed |
$1.45K - $1.78K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-4.56KClosed |
$146K - $180K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$450 - $554
|
14
$625
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-21.6KClosed |
$695K - $856K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
50.4KNew |
$1.62M - $1.99M
|
50.4K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-58.8KClosed |
$1.89M - $2.33M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-15.4KClosed |
$495K - $610K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
323New |
$10.4K - $12.8K
|
323
$14.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
250New |
$8.04K - $9.9K
|
250
$11.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.2K- 73.89% |
$552K - $680K
|
6.07K
$271K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
456+ 7.42% |
$14.7K - $18K
|
6.6K
$295K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$32.1K - $39.6K
|
1K
$44.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-70Closed |
$2.25K - $2.77K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-356- 82.98% |
$11.4K - $14.1K
|
73
$3.26K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 18.82% |
$51K - $62.8K
|
6.84K
$305K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14New |
$450 - $554
|
14
$625
|
|