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 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.3KNew |
$135K - $151K
|
3.3K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
16KNew |
$656K - $734K
|
16K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$40.9 - $45.8
|
1
$44.2
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
479New |
$19.6K - $21.9K
|
479
$21.2K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
54New |
$2.21K - $2.47K
|
54
$2.39K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160New |
$6.55K - $7.32K
|
160
$7.08K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-571- 0.38% |
$23.4K - $26.1K
|
150K
$6.63M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-26- 40.0% |
$1.06K - $1.19K
|
39
$1.73K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
15.1KNew |
$620K - $693K
|
15.1K
$670K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
438+ 5.96% |
$17.9K - $20K
|
7.79K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.56KNew |
$187K - $209K
|
4.56K
$202K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-275- 1.05% |
$11.3K - $12.6K
|
26K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$818 - $915
|
20
$885
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.3K+ 18.21% |
$666K - $745K
|
106K
$4.68M
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-14.5K- 10.04% |
$592K - $662K
|
130K
$5.74M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3K- 76.25% |
$667K - $746K
|
5.08K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.58KNew |
$269K - $301K
|
6.58K
$291K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$440K - $492K
|
10.8K
$476K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.56KNew |
$187K - $209K
|
4.56K
$202K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
134+ 11.24% |
$5.48K - $6.13K
|
1.33K
$58.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.5KNew |
$472K - $528K
|
11.5K
$510K
|
|
|
Apr 23, 2024
Q1 2024
|
Origin Asset Management LLP
London, X0 |
BUY
|
- |
4.6KNew |
$188K - $211K
|
4.6K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.17KNew |
$375K - $420K
|
9.17K
$406K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
11KNew |
$450K - $504K
|
11K
$487K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-9.5K- 65.07% |
$389K - $435K
|
5.1K
$226K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.4KNew |
$174K - $244K
|
5.4K
$239K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2KNew |
$362K - $508K
|
11.2K
$497K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-260- 25.37% |
$8.38K - $11.8K
|
765
$33.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$35K - $49.2K
|
1.09K
$48.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 7.69% |
$580 - $814
|
252
$11.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
250New |
$8.06K - $11.3K
|
250
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
500New |
$16.1K - $22.6K
|
500
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.08K+ 4.03% |
$34.8K - $48.9K
|
27.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
255+ 4.17% |
$8.22K - $11.5K
|
6.36K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
6.5KNew |
$209K - $294K
|
6.5K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
13.4KNew |
$433K - $608K
|
13.4K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-9.08K- 17.19% |
$292K - $411K
|
43.7K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
670+ 8.91% |
$21.6K - $30.3K
|
8.19K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15New |
$483 - $679
|
15
$664
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
20.9KNew |
$675K - $947K
|
20.9K
$926K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
46.6KNew |
$1.5M - $2.11M
|
46.6K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-433- 5.02% |
$14K - $19.6K
|
8.2K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
108New |
$3.48K - $4.89K
|
108
$4.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.33KNew |
$172K - $241K
|
5.33K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7.42K- 42.24% |
$239K - $336K
|
10.1K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.69KNew |
$248K - $348K
|
7.69K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
631New |
$20.3K - $28.5K
|
631
$27.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 4.65% |
$129 - $181
|
82
$3.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 1.86% |
$483 - $679
|
790
$34.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29- 1.92% |
$935 - $1.31K
|
1.49K
$65.7K
|
|