Purchases and Sales Made in Q1 2025 in Artisan Partners Asset Management Inc. (APAM)
This table provides information about the institutional ownership of Artisan Partners Asset Management Inc. (APAM) during Q1 2025. The information is specifically focused on institutions that hold shares of Artisan Partners Asset Management Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88+ 8.57% |
$3.39K - $3.99K
|
1.12K
$51.8K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
70New |
$2.7K - $3.17K
|
70
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
60+ 0.07% |
$2.31K - $2.72K
|
86.3K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58+ 0.21% |
$2.23K - $2.63K
|
27.2K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
58+ 3.12% |
$2.23K - $2.63K
|
1.92K
$89K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
57+ 25.0% |
$2.2K - $2.58K
|
285
$13.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
52New |
$2K - $2.36K
|
52
$2.41K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
40+ 53.33% |
$1.54K - $1.81K
|
115
$5.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
39+ 0.34% |
$1.5K - $1.77K
|
11.6K
$539K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38New |
$1.46K - $1.72K
|
38
$1.76K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
38+ 1.48% |
$1.46K - $1.72K
|
2.6K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 500.0% |
$1.16K - $1.36K
|
36
$1.67K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30New |
$1.16K - $1.36K
|
30
$1.39K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28New |
$1.08K - $1.27K
|
28
$1.3K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
25New |
$963 - $1.13K
|
25
$1.16K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25+ 208.33% |
$963 - $1.13K
|
37
$1.72K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
23New |
$886 - $1.04K
|
23
$1.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 2.02% |
$847 - $997
|
1.11K
$51.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$770 - $906
|
20
$928
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
19+ 0.11% |
$732 - $861
|
18.1K
$838K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
18New |
$693 - $816
|
18
$836
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
16+ 28.07% |
$616 - $725
|
73
$3.39K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 2.08% |
$616 - $725
|
787
$36.5K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 3.62% |
$385 - $453
|
286
$13.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10New |
$385 - $453
|
10
$464
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8New |
$308 - $363
|
8
$371
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 150.0% |
$231 - $272
|
10
$464
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 8.11% |
$116 - $136
|
40
$1.86K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 100.0% |
$116 - $136
|
6
$279
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$116 - $136
|
3
$139
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$116 - $136
|
3
$139
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$77 - $90.6
|
8.74K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 33.33% |
$77 - $90.6
|
8
$371
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1New |
$38.5 - $45.3
|
1
$46.4
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 3.33% |
$38.5 - $45.3
|
29
$1.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 25.0% |
$193 - $227
|
15
$696
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 1.75% |
$193 - $227
|
281
$13K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8- 0.09% |
$308 - $363
|
8.96K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-9- 7.56% |
$347 - $408
|
110
$5.11K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 1.1% |
$424 - $499
|
991
$46K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-14- 0.95% |
$539 - $634
|
1.45K
$67.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25- 2.36% |
$963 - $1.13K
|
1.03K
$48K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-25- 1.63% |
$963 - $1.13K
|
1.51K
$70.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 0.76% |
$1.42K - $1.68K
|
4.8K
$223K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-44- 40.74% |
$1.69K - $1.99K
|
64
$2.97K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-56- 0.4% |
$2.16K - $2.54K
|
14K
$648K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-79- 86.81% |
$3.04K - $3.58K
|
12
$557
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-85- 0.43% |
$3.27K - $3.85K
|
19.9K
$921K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-92- 16.49% |
$3.54K - $4.17K
|
466
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-95- 0.58% |
$3.66K - $4.31K
|
16.3K
$757K
|