Latest Institutional Purchases of Artisan Partners Asset Management Inc. (APAM)
This list provides information on the latest institutional transactions involving Artisan Partners Asset Management Inc. (APAM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
17New |
$546 - $673
|
17
$805
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$450 - $554
|
14
$663
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14New |
$450 - $554
|
14
$663
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.12% |
$32.1 - $39.6
|
802
$38K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.9KNew |
$612K - $852K
|
17.9K
$847K
|
|
|
May 11, 2022
Q1 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
5.9KNew |
$202K - $281K
|
5.9K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1KNew |
$34.2K - $47.6K
|
1K
$47.3K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
175New |
$5.99K - $8.33K
|
175
$8.28K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
132New |
$4.51K - $6.29K
|
132
$6.25K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
62New |
$2.12K - $2.95K
|
62
$2.94K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
300K+ 100.0% |
$12.9M - $15.6M
|
600K
$28.4M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.5KNew |
$497K - $599K
|
11.5K
$545K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
10.4KNew |
$448K - $540K
|
10.4K
$491K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
200New |
$8.63K - $10.4K
|
200
$9.47K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
33New |
$1.42K - $1.72K
|
33
$1.56K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
172KNew |
$8.11M - $9.06M
|
172K
$8.13M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.94KNew |
$280K - $313K
|
5.94K
$281K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Fidelity National Financial, Inc.
Jacksonville, FL |
BUY
|
- |
150KNew |
$7.28M - $8.5M
|
150K
$7.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
42New |
$2.04K - $2.38K
|
42
$1.99K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27New |
$1.31K - $1.53K
|
27
$1.28K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
105KNew |
$4.84M - $5.71M
|
105K
$4.97M
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
177New |
$8.15K - $9.63K
|
177
$8.38K
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
137New |
$6.31K - $7.46K
|
137
$6.49K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
$38.3K - $50.7K
|
1K
$47.3K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.3KNew |
$41.4K - $87.6K
|
2.3K
$109K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47New |
$1.4K - $1.58K
|
47
$2.22K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
934+ 1436.92% |
$30.5K - $38.6K
|
999
$47.3K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.02MNew |
$33.5M - $40.7M
|
1.02M
$48.1M
|
|