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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
168New |
$4.52K - $6.81K
|
168
$7.95K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 1.29% |
$404 - $608
|
1.18K
$55.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11.6K- 21.15% |
$314K - $472K
|
43.4K
$2.06M
|
|
| Q2 2022 | |||||||
|
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
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
50.4KNew |
$1.62M - $1.99M
|
50.4K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$450 - $554
|
14
$663
|
|
|
Aug 15, 2022
Q2 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-58.8KClosed |
$1.89M - $2.33M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-21.6KClosed |
$695K - $856K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-15.4KClosed |
$495K - $610K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
250New |
$8.04K - $9.9K
|
250
$11.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
323New |
$10.4K - $12.8K
|
323
$15.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
456+ 7.42% |
$14.7K - $18K
|
6.6K
$312K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-17.2K- 73.89% |
$552K - $680K
|
6.07K
$287K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$32.1K - $39.6K
|
1K
$47.3K
|
|
|
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
$3.46K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 18.82% |
$51K - $62.8K
|
6.84K
$324K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
188New |
$6.04K - $7.44K
|
188
$8.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14New |
$450 - $554
|
14
$663
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-11.9K- 65.0% |
$381K - $469K
|
6.39K
$302K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-15.1KClosed |
$484K - $596K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.02K- 5.92% |
$64.8K - $79.8K
|
32K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
772New |
$24.8K - $30.6K
|
772
$36.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.12% |
$32.1 - $39.6
|
802
$38K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
431New |
$13.9K - $17.1K
|
431
$20.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.13KClosed |
$165K - $203K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
908New |
$29.2K - $35.9K
|
908
$43K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
17New |
$546 - $673
|
17
$805
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-31.3KClosed |
$1M - $1.24M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
83New |
$2.67K - $3.29K
|
83
$3.93K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
76New |
$2.44K - $3.01K
|
76
$3.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
524New |
$16.8K - $20.7K
|
524
$24.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.51KClosed |
$209K - $258K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
100+ 50.0% |
$3.21K - $3.96K
|
300
$14.2K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-380- 49.35% |
$13K - $18.1K
|
390
$18.5K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.9KNew |
$612K - $852K
|
17.9K
$847K
|
|
|
Aug 15, 2022
Q1 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-412KClosed |
$14.1M - $19.6M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-218Closed |
$7.46K - $10.4K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-780Closed |
$26.7K - $37.1K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-12.7KClosed |
$435K - $606K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-177Closed |
$6.05K - $8.43K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
132New |
$4.51K - $6.29K
|
132
$6.25K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.69KClosed |
$161K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-242Closed |
$8.28K - $11.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.76KClosed |
$94.5K - $132K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-140Closed |
$4.79K - $6.67K
|
0
$0
|
|