Purchases and Sales Made in Q2 2023 in Artisan Partners Asset Management Inc. (APAM)
This table provides information about the institutional ownership of Artisan Partners Asset Management Inc. (APAM) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 2.77% |
$1.45K - $1.83K
|
1.71K
$79.3K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
43+ 78.18% |
$1.35K - $1.72K
|
98
$4.55K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
43+ 0.55% |
$1.35K - $1.72K
|
7.91K
$367K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39+ 0.08% |
$1.23K - $1.56K
|
50.8K
$2.36M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32New |
$1.01K - $1.28K
|
32
$1.49K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32+ 9.79% |
$1.01K - $1.28K
|
359
$16.7K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 1.95% |
$914 - $1.16K
|
1.51K
$70.3K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20New |
$630 - $798
|
20
$928
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
16+ 1.98% |
$504 - $638
|
825
$38.3K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$473 - $598
|
15
$696
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
12+ 0.15% |
$378 - $479
|
7.78K
$361K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.84% |
$347 - $439
|
1.32K
$61K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 4.25% |
$284 - $359
|
221
$10.3K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 1.59% |
$189 - $239
|
383
$17.8K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 1.69% |
$189 - $239
|
360
$16.7K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 1.61% |
$63 - $79.8
|
126
$5.85K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 1.35% |
$63 - $79.8
|
150
$6.96K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.72% |
$31.5 - $39.9
|
140
$6.5K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 20.0% |
$63 - $79.8
|
8
$371
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 33.33% |
$284 - $359
|
18
$836
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40- 0.19% |
$1.26K - $1.6K
|
20.8K
$967K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 62.34% |
$1.51K - $1.91K
|
29
$1.35K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-77- 0.17% |
$2.43K - $3.07K
|
45K
$2.09M
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-98- 20.63% |
$3.09K - $3.91K
|
377
$17.5K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 5.71% |
$4.73K - $5.98K
|
2.48K
$115K
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-205- 1.8% |
$6.46K - $8.18K
|
11.2K
$519K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-236- 0.44% |
$7.43K - $9.41K
|
52.8K
$2.45M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-236- 0.44% |
$7.43K - $9.41K
|
52.8K
$2.45M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-300- 0.52% |
$9.45K - $12K
|
57.8K
$2.68M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-337- 37.61% |
$10.6K - $13.4K
|
559
$25.9K
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-350- 0.59% |
$11K - $14K
|
59.3K
$2.75M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-400- 2.86% |
$12.6K - $16K
|
13.6K
$631K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-425- 5.89% |
$13.4K - $17K
|
6.79K
$315K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-449- 89.09% |
$14.1K - $17.9K
|
55
$2.55K
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-460- 1.14% |
$14.5K - $18.3K
|
39.9K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-477- 7.05% |
$15K - $19K
|
6.29K
$292K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-592- 3.01% |
$18.6K - $23.6K
|
19.1K
$886K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-632- 6.05% |
$19.9K - $25.2K
|
9.81K
$455K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-632- 6.05% |
$19.9K - $25.2K
|
9.81K
$455K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-717- 2.99% |
$22.6K - $28.6K
|
23.3K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-962- 11.11% |
$30.3K - $38.4K
|
7.7K
$357K
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-993- 1.34% |
$31.3K - $39.6K
|
73.2K
$3.4M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1K- 5.37% |
$31.5K - $39.9K
|
17.6K
$819K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.31K- 14.24% |
$41.3K - $52.3K
|
7.89K
$366K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.37K- 19.35% |
$43.2K - $54.8K
|
5.72K
$266K
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.47K- 4.0% |
$46.3K - $58.6K
|
35.2K
$1.64M
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.78K- 2.17% |
$56K - $71K
|
80.2K
$3.72M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.88K- 22.58% |
$59.3K - $75.1K
|
6.45K
$300K
|
|
Jul 24, 2023
Q2 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.93K- 15.08% |
$60.9K - $77.1K
|
10.9K
$505K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.26K- 39.17% |
$71.1K - $90K
|
3.5K
$163K
|