Latest Institutional Transactions on Affiliated Managers Group, Inc. (AMG)
This table provides information on the latest institutional transactions involving Affiliated Managers Group, Inc. (AMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
264+ 26.94% |
$46.4K - $51.9K
|
1.24K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
807+ 44.66% |
$142K - $159K
|
2.61K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.12K- 16.94% |
$196K - $219K
|
5.47K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
10.9KNew |
$1.92M - $2.15M
|
10.9K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 42.86% |
$527 - $590
|
10
$1.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 7.14% |
$4.22K - $4.72K
|
312
$58.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$527 - $590
|
8
$1.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
290+ 25.89% |
$51K - $57K
|
1.41K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66- 1.72% |
$11.6K - $13K
|
3.78K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.1K+ 358.48% |
$4.06M - $4.54M
|
29.6K
$5.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 40.0% |
$703 - $786
|
6
$1.12K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19New |
$3.34K - $3.73K
|
19
$3.55K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
69+ 37.1% |
$12.1K - $13.6K
|
255
$47.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.32K+ 65.72% |
$232K - $259K
|
3.33K
$622K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$703 - $786
|
17.2K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-977- 34.65% |
$172K - $192K
|
1.84K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
189K+ 10522.77% |
$33.1M - $37.1M
|
190K
$35.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-531- 22.59% |
$93.3K - $104K
|
1.82K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-656- 8.22% |
$115K - $129K
|
7.33K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-27.6K- 34.48% |
$4.85M - $5.42M
|
52.4K
$9.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.47K- 41.1% |
$434K - $485K
|
3.54K
$661K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 1.25% |
$176 - $197
|
79
$14.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2New |
$352 - $393
|
2
$374
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 0.27% |
$7.91K - $8.84K
|
16.8K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
504+ 36.68% |
$88.6K - $99K
|
1.88K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-78- 1.92% |
$13.7K - $15.3K
|
3.98K
$744K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-14.7K- 16.46% |
$2.59M - $2.9M
|
74.8K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-375- 12.03% |
$65.9K - $73.7K
|
2.74K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$527 - $590
|
3
$561
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.24K- 12.05% |
$219K - $244K
|
9.08K
$1.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 1.27% |
$2.64K - $2.95K
|
1.16K
$217K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-6- 0.07% |
$1.05K - $1.18K
|
8.28K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.45K+ 6.03% |
$430K - $481K
|
43K
$8.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 125.53% |
$10.4K - $11.6K
|
106
$19.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
94+ 11.84% |
$16.5K - $18.5K
|
888
$166K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.38K- 2.96% |
$833K - $999K
|
177K
$33M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.11K- 3.06% |
$481K - $578K
|
98.7K
$18.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
257New |
$39.8K - $47.7K
|
257
$48K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
137+ 2.41% |
$21.2K - $25.4K
|
5.82K
$1.09M
|
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-832K- 99.77% |
$129M - $155M
|
1.89K
$353K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.17% |
$1.39K - $1.67K
|
5.2K
$972K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-280- 2.31% |
$43.3K - $52K
|
11.8K
$2.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
336+ 68.57% |
$52K - $62.4K
|
826
$154K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.86K- 52.34% |
$598K - $717K
|
3.52K
$657K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
55.3K+ 261.03% |
$8.56M - $10.3M
|
76.5K
$14.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12New |
$1.86K - $2.23K
|
12
$2.24K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
118+ 5.0% |
$18.3K - $21.9K
|
2.48K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-29- 16.38% |
$4.49K - $5.38K
|
148
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.6KNew |
$2.26M - $2.71M
|
14.6K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-30.7K- 78.01% |
$4.76M - $5.71M
|
8.66K
$1.62M
|
|