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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-307KClosed |
$14.1M - $16.7M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.85KClosed |
$408K - $482K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-75KClosed |
$3.45M - $4.08M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-9.43KClosed |
$434K - $513K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-9.47KClosed |
$436K - $515K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.26KClosed |
$196K - $232K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
137New |
$6.31K - $7.46K
|
137
$6.49K
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-153KClosed |
$7.04M - $8.32M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.36KClosed |
$339K - $401K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-16.7KClosed |
$771K - $911K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-790Closed |
$36.4K - $43K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-293Closed |
$13.5K - $15.9K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.74KClosed |
$218K - $258K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3Closed |
$138 - $163
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
105KNew |
$4.84M - $5.71M
|
105K
$4.97M
|
|
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
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-47.4KClosed |
$1.82M - $2.4M
|
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
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-7.23KClosed |
$277K - $366K
|
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 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
$47.3K
|
|
Q3 2020 | |||||||
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.2KClosed |
$193K - $248K
|
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 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
$473K
|
|
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
$13.4K
|
|
May 07, 2020
Q1 2020
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.3KNew |
$41.4K - $87.6K
|
2.3K
$109K
|
|
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
|