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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
310New |
$9.15K - $11.8K
|
310
$14.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.85K+ 27.12% |
$143K - $184K
|
22.7K
$1.08M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-31- 22.79% |
$805 - $1.09K
|
105
$4.97K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-439- 1.27% |
$11.4K - $15.5K
|
34.1K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
73New |
$1.9K - $2.57K
|
73
$3.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-51.4K- 92.65% |
$1.34M - $1.81M
|
4.08K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$1.3K - $1.76K
|
50
$2.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 9.63% |
$482K - $655K
|
174K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
7KNew |
$182K - $247K
|
7K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.35KNew |
$191K - $259K
|
7.35K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-2.16K- 24.18% |
$56.1K - $76.2K
|
6.78K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16New |
$416 - $564
|
16
$757
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
11KNew |
$285K - $387K
|
11K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09KNew |
$54.2K - $73.6K
|
2.09K
$98.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
39+ 100.0% |
$1.01K - $1.37K
|
78
$3.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.52KNew |
$195K - $265K
|
7.52K
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.98K- 18.4% |
$155K - $211K
|
26.5K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
370New |
$9.61K - $13K
|
370
$17.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
47.6KNew |
$1.23M - $1.68M
|
47.6K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.43K- 3.24% |
$63.1K - $85.7K
|
72.6K
$3.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
520New |
$13.5K - $18.3K
|
520
$24.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
21.9KNew |
$569K - $772K
|
21.9K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Arga Investment Management, LP
|
BUY
|
- |
8.89KNew |
$231K - $313K
|
8.89K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27New |
$701 - $952
|
27
$1.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
BUY
|
- |
6.83KNew |
$177K - $241K
|
6.83K
$323K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
459+ 1.15% |
$11.9K - $16.2K
|
40.4K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-646- 7.21% |
$16.8K - $22.8K
|
8.32K
$394K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6.86KNew |
$178K - $242K
|
6.86K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33New |
$857 - $1.16K
|
33
$1.56K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
23New |
$597 - $811
|
23
$1.09K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
950New |
$24.7K - $33.5K
|
950
$45K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$26 - $35.3
|
1
$47.3
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-120K- 75.17% |
$3.11M - $4.23M
|
39.6K
$1.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37New |
$961 - $1.3K
|
37
$1.75K
|
|
| 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
$284
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
312+ 34.9% |
$8.4K - $12.6K
|
1.21K
$57.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 6.67% |
$108 - $162
|
56
$2.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
250New |
$6.73K - $10.1K
|
250
$11.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-55.8K- 5.4% |
$1.5M - $2.26M
|
978K
$46.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-328- 2.62% |
$8.83K - $13.3K
|
12.2K
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-241KClosed |
$6.5M - $9.78M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
8K+ 14.55% |
$215K - $324K
|
63K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
181+ 11.75% |
$4.87K - $7.33K
|
1.72K
$81.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
16KNew |
$431K - $648K
|
16K
$757K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
63New |
$1.7K - $2.55K
|
63
$2.98K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-381K- 45.8% |
$10.2M - $15.4M
|
450K
$21.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$377 - $567
|
14
$663
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-361- 21.6% |
$9.72K - $14.6K
|
1.31K
$62K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200New |
$5.39K - $8.1K
|
200
$9.47K
|
|