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 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
105KNew |
$4.84M - $5.71M
|
105K
$4.62M
|
|
|
Apr 12, 2021
Q1 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-47KClosed |
$2.16M - $2.56M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-236Closed |
$9.04K - $12K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-17.2KClosed |
$658K - $871K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-47.4KClosed |
$1.82M - $2.4M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-7.23KClosed |
$277K - $366K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-6.45KClosed |
$247K - $327K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-177KClosed |
$6.79M - $8.98M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64Closed |
$2.45K - $3.24K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
SELL
|
- |
-8.7KClosed |
$333K - $441K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-983Closed |
$37.6K - $49.8K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$7.66K - $10.1K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-62Closed |
$2.37K - $3.14K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.63KClosed |
$369K - $488K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
$38.3K - $50.7K
|
1K
$44K
|
|
| Q3 2020 | |||||||
|
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.2KClosed |
$193K - $248K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-8.48KClosed |
$264K - $338K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-866Closed |
$27K - $34.6K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-16.4KClosed |
$512K - $656K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-165Closed |
$5.15K - $6.59K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.8KClosed |
$275K - $351K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14Closed |
$274 - $466
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Castle Hook Partners LP
New York, NY |
SELL
|
- |
-70.2KClosed |
$1.38M - $2.34M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-127KClosed |
$2.5M - $4.24M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-38.1KClosed |
$746K - $1.27M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-228Closed |
$4.47K - $7.58K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Human Investing LLC
|
SELL
|
- |
-28.6KClosed |
$560K - $951K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-96Closed |
$1.88K - $3.19K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13Closed |
$234 - $495
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-423Closed |
$7.62K - $16.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-45Closed |
$810 - $1.71K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14KClosed |
$251K - $531K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-35.3KClosed |
$636K - $1.34M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.05K- 16.98% |
$36.8K - $77.9K
|
10K
$440K
|
|
|
May 08, 2020
Q1 2020
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6.48KClosed |
$117K - $247K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-11- 3.74% |
$198 - $419
|
283
$12.4K
|
|
|
May 07, 2020
Q1 2020
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.3KNew |
$41.4K - $87.6K
|
2.3K
$101K
|
|
|
May 06, 2020
Q1 2020
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-148Closed |
$2.67K - $5.64K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-540Closed |
$9.73K - $20.6K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-543Closed |
$9.78K - $20.7K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.28KClosed |
$149K - $315K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.33K- 95.76% |
$189K - $238K
|
324
$14.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-320KClosed |
$8.27M - $10.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-400Closed |
$10.3K - $13K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-35.1KClosed |
$907K - $1.14M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-200Closed |
$5.16K - $6.49K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-41Closed |
$1.06K - $1.33K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-20KClosed |
$516K - $648K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Boston Trust Walden Corp
|
SELL
|
- |
-281KClosed |
$7.25M - $9.11M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20Closed |
$512 - $599
|
0
$0
|
|