Caldwell Trust CO Affiliated Managers Group, Inc. Transaction History

Caldwell Trust CO

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Oct 01, 2025	SELL	$137.14 - $151.22 $13,713 - $15,122	-100 Closed	0 $0
Q1 2023 Oct 01, 2025	BUY	$133.32 - $177.04 $13,332 - $17,704	100 New	100 $14.2 Million
Q3 2022 Oct 01, 2025	BUY	$47.75 - $133.64 $4,775 - $13,363	100 New	100 $11.2 Million
Q1 2022 Oct 01, 2025	BUY	$122.48 - $166.83 $12,248 - $16,683	100 New	100 $14.1 Million
Q1 2021 Oct 02, 2025	BUY	$99.11 - $152.06 $9,911 - $15,206	100 New	100 $14.9 Million

Q4 2020 Oct 02, 2025	BUY	$67.47 - $101.74 $6,747 - $10,174	100 New	100 $10.2 Million
Q1 2020 Oct 02, 2025	BUY	$45.15 - $88.78 $4,515 - $8,878	100 New	100 $5.91 Million
Q4 2019 Oct 06, 2025	BUY	$71.8 - $87.17 $7,180 - $8,717	100 New	100 $8.47 Million

500

29.2M

16.9K

12.9K

Ticker AMG
Exchange OTC
Sector Financial Services
Industry Asset Management
Shares Outstandng 38,226,500
Market Cap $9.87B
Description
Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...

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