A detailed history of Tolleson Wealth Management, Inc. transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 1,437 shares of AMG stock, worth $269,423. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,437
Previous 1,437 -0.0%
Holding current value
$269,423
Previous $225,000 13.33%
% of portfolio
0.05%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$148.4 - $169.52 $17,511 - $20,003
118 Added 8.95%
1,437 $225,000
Q4 2023

Feb 14, 2024

BUY
$121.54 - $153.44 $160,311 - $202,387
1,319 New
1,319 $200,000
Q4 2022

Feb 14, 2023

BUY
$111.85 - $162.6 $147,530 - $214,469
1,319 New
1,319 $209,000
Q1 2022

May 16, 2022

SELL
$122.48 - $166.83 $161,551 - $220,048
-1,319 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$147.82 - $190.34 $194,974 - $251,058
1,319 New
1,319 $217,000
Q3 2021

Nov 15, 2021

SELL
$147.13 - $179.87 $215,545 - $263,509
-1,465 Closed
0 $0
Q1 2021

May 05, 2021

BUY
$99.11 - $152.06 $145,196 - $222,767
1,465 New
1,465 $218,000

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 $7.17B
  • 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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