Purchases and Sales Made in Q4 2023 in Artisan Partners Asset Management Inc. (APAM)
This table provides information about the institutional ownership of Artisan Partners Asset Management Inc. (APAM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$35K - $49.2K
|
1.09K
$48.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.08K+ 4.03% |
$34.8K - $48.9K
|
27.9K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 13.05% |
$34.5K - $48.4K
|
9.27K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.01K+ 1.73% |
$32.5K - $45.6K
|
59.1K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 16.74% |
$32.2K - $45.2K
|
6.98K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
983+ 7.47% |
$31.7K - $44.5K
|
14.1K
$632K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
964+ 2.35% |
$31.1K - $43.6K
|
41.9K
$1.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
834New |
$26.9K - $37.7K
|
834
$37.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
769+ 0.88% |
$24.8K - $34.8K
|
87.8K
$3.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
707New |
$22.8K - $32K
|
707
$31.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
680+ 9.99% |
$21.9K - $30.8K
|
7.48K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
670+ 8.91% |
$21.6K - $30.3K
|
8.19K
$366K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
662+ 1.12% |
$21.3K - $29.9K
|
59.6K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
659+ 13180.0% |
$21.2K - $29.8K
|
664
$29.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
631New |
$20.3K - $28.5K
|
631
$28.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
537+ 716.0% |
$17.3K - $24.3K
|
612
$27.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
522+ 77.91% |
$16.8K - $23.6K
|
1.19K
$53.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
466+ 0.85% |
$15K - $21.1K
|
55.2K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
441+ 0.03% |
$14.2K - $20K
|
1.32M
$58.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
371New |
$12K - $16.8K
|
371
$16.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
358New |
$11.5K - $16.2K
|
358
$16K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346New |
$11.2K - $15.7K
|
346
$15.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
265+ 70.29% |
$8.54K - $12K
|
642
$28.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
261+ 4.03% |
$8.41K - $11.8K
|
6.74K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
255+ 4.17% |
$8.22K - $11.5K
|
6.36K
$284K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
250New |
$8.06K - $11.3K
|
250
$11.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
223+ 4.05% |
$7.19K - $10.1K
|
5.73K
$256K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
204+ 0.01% |
$6.57K - $9.23K
|
1.57M
$70.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
202+ 44.69% |
$6.51K - $9.14K
|
654
$29.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
185+ 11.34% |
$5.96K - $8.37K
|
1.82K
$81.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
182New |
$5.87K - $8.23K
|
182
$8.13K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
176+ 137.5% |
$5.67K - $7.96K
|
304
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132+ 153.49% |
$4.25K - $5.97K
|
218
$9.74K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$3.67K - $5.16K
|
114
$5.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
109New |
$3.51K - $4.93K
|
109
$4.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
108New |
$3.48K - $4.89K
|
108
$4.82K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
100+ 0.03% |
$3.22K - $4.52K
|
349K
$15.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
90New |
$2.9K - $4.07K
|
90
$4.02K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
78New |
$2.51K - $3.53K
|
78
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
77+ 0.34% |
$2.48K - $3.48K
|
22.7K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
76New |
$2.45K - $3.44K
|
76
$3.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 13.35% |
$2.42K - $3.39K
|
637
$28.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
19+ 0.02% |
$612 - $860
|
87.9K
$3.92M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 7.69% |
$580 - $814
|
252
$11.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17New |
$548 - $769
|
17
$759
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16New |
$516 - $724
|
16
$715
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15New |
$483 - $679
|
15
$670
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 6.4% |
$258 - $362
|
133
$5.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 1.29% |
$226 - $317
|
548
$24.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$161 - $226
|
5
$223
|