A detailed history of Congress Wealth Management LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,434 shares of AMG stock, worth $887,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,434
Previous 1,440 138.47%
Holding current value
$887,036
Previous $241,000 180.08%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$143.35 - $197.67 $285,839 - $394,153
1,994 Added 138.47%
3,434 $675,000
Q1 2025

May 14, 2025

BUY
$154.65 - $189.71 $20,568 - $25,231
133 Added 10.18%
1,440 $241,000
Q4 2024

Feb 11, 2025

SELL
$175.77 - $196.52 $412,180 - $460,839
-2,345 Reduced 64.21%
1,307 $241,000
Q3 2024

Nov 12, 2024

BUY
$154.72 - $185.62 $1,547 - $1,856
10 Added 0.27%
3,652 $649,000
Q2 2024

Aug 13, 2024

BUY
$148.4 - $169.52 $540,472 - $617,391
3,642 New
3,642 $568,000

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • 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...
More about AMG
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