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 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7New |
$266 - $309
|
7
$331
|
|
Q2 2024 | |||||||
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.11K+ 1.19% |
$44.1K - $51.7K
|
94K
$4.45M
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
120New |
$4.78K - $5.61K
|
120
$5.68K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 10.0% |
$39.8 - $46.7
|
11
$521
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 58.33% |
$279 - $327
|
19
$899
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 16.5% |
$43K - $50.5K
|
7.63K
$361K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-412K- 92.73% |
$16.4M - $19.3M
|
32.3K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-3.9K- 33.62% |
$155K - $182K
|
7.7K
$365K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$995 - $1.17K
|
25
$1.18K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.63KNew |
$145K - $170K
|
3.63K
$172K
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.3K+ 81.44% |
$449K - $527K
|
25.1K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122K+ 1.15% |
$4.85M - $5.7M
|
10.7M
$506M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
797+ 75.62% |
$31.7K - $37.3K
|
1.85K
$87.6K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
85+ 10.47% |
$3.38K - $3.97K
|
897
$42.5K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12KNew |
$479K - $562K
|
12K
$569K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
44.6KNew |
$1.78M - $2.09M
|
44.6K
$2.11M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-662- 99.4% |
$26.3K - $30.9K
|
4
$189
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.54KNew |
$101K - $119K
|
2.54K
$120K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
11+ 1.42% |
$438 - $514
|
783
$37.1K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-61- 0.19% |
$2.43K - $2.85K
|
31.5K
$1.49M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
119New |
$4.74K - $5.56K
|
119
$5.63K
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-250- 2.13% |
$9.95K - $11.7K
|
11.5K
$543K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.5KNew |
$99.5K - $117K
|
2.5K
$118K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 4.62% |
$358 - $421
|
186
$8.81K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
29New |
$1.15K - $1.36K
|
29
$1.37K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
70+ 14.2% |
$2.79K - $3.27K
|
563
$26.7K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$39.8 - $46.7
|
1
$47.3
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 48.26% |
$194K - $228K
|
5.22K
$247K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
110KNew |
$4.37M - $5.13M
|
110K
$5.2M
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-436- 5.15% |
$17.4K - $20.4K
|
8.03K
$380K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.38KNew |
$294K - $345K
|
7.38K
$349K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
69New |
$2.75K - $3.23K
|
69
$3.27K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
382+ 1.47% |
$15.2K - $17.9K
|
26.4K
$1.25M
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
131KNew |
$5.35M - $5.98M
|
131K
$6.19M
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4- 4.94% |
$164 - $183
|
77
$3.65K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$327 - $366
|
8
$379
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.96KNew |
$244K - $273K
|
5.96K
$282K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-37.7K- 44.71% |
$1.54M - $1.73M
|
46.7K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
407+ 8.97% |
$16.7K - $18.6K
|
4.94K
$234K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.37KNew |
$261K - $292K
|
6.37K
$302K
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
784+ 2.41% |
$32.1K - $35.9K
|
33.3K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 7.61% |
$17.8K - $19.9K
|
5.28K
$250K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.2KNew |
$500K - $560K
|
12.2K
$579K
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.08K- 4.8% |
$44.1K - $49.3K
|
21.4K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
65+ 83.33% |
$2.66K - $2.98K
|
143
$6.77K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
101New |
$4.13K - $4.62K
|
101
$4.78K
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14New |
$573 - $641
|
14
$663
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.61K- 26.79% |
$107K - $119K
|
7.13K
$337K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-344- 9.71% |
$14.1K - $15.7K
|
3.2K
$151K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
16KNew |
$656K - $734K
|
16K
$759K
|