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 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.03KNew |
$467K - $536K
|
2.03K
$523K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-378- 12.74% |
$87.2K - $100K
|
2.59K
$669K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.09% |
$3.92K - $4.5K
|
19.6K
$5.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.03% |
$462 - $530
|
7.9K
$2.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.58K- 62.36% |
$595K - $683K
|
1.56K
$402K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 16.67% |
$231 - $265
|
7
$1.81K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-4.8K- 10.76% |
$1.11M - $1.27M
|
39.8K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
671New |
$155K - $178K
|
671
$173K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
7.2K+ 64.2% |
$1.66M - $1.91M
|
18.4K
$4.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.07K+ 42.34% |
$248K - $284K
|
3.61K
$932K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 4.97% |
$3.92K - $4.5K
|
359
$92.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 4.35% |
$231 - $265
|
22
$5.68K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.26KNew |
$291K - $334K
|
1.26K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-12.8K- 15.93% |
$2.95M - $3.39M
|
67.5K
$17.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$2.58K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.29KNew |
$1.22M - $1.4M
|
5.29K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
82+ 4.98% |
$18.9K - $21.7K
|
1.73K
$447K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 4.94% |
$10.8K - $12.4K
|
904
$234K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
185+ 13.88% |
$42.7K - $49K
|
1.52K
$392K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.32% |
$199 - $244
|
77
$19.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 8.44% |
$6.76K - $8.31K
|
437
$113K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-57.2K- 97.74% |
$11.4M - $14M
|
1.33K
$343K
|
|
|
Nov 24, 2025
Q3 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-2.16K- 28.35% |
$428K - $527K
|
5.45K
$1.41M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42- 58.33% |
$8.35K - $10.3K
|
30
$7.75K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-63- 24.14% |
$12.5K - $15.4K
|
198
$51.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11+ 0.47% |
$2.19K - $2.69K
|
2.35K
$608K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-824- 45.96% |
$164K - $201K
|
969
$250K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
800+ 2.83% |
$159K - $195K
|
29.1K
$7.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-690- 15.14% |
$137K - $169K
|
3.87K
$999K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
301+ 8.49% |
$59.8K - $73.5K
|
3.85K
$994K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
318+ 1.28% |
$63.2K - $77.7K
|
25.1K
$6.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-221- 3.16% |
$43.9K - $54K
|
6.78K
$1.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-62.1K- 61.81% |
$12.3M - $15.2M
|
38.4K
$9.91M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-13- 0.7% |
$2.58K - $3.18K
|
1.86K
$479K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.64KNew |
$326K - $400K
|
1.64K
$423K
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
6+ 0.27% |
$1.19K - $1.47K
|
2.2K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-16- 0.14% |
$3.18K - $3.91K
|
11.3K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-367- 3.3% |
$72.9K - $89.7K
|
10.7K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.45% |
$596 - $733
|
677
$175K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-360- 21.98% |
$71.5K - $88K
|
1.28K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.98K+ 21.03% |
$394K - $484K
|
11.4K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-17.2K- 1.75% |
$3.41M - $4.2M
|
964K
$249M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-46- 2.06% |
$9.14K - $11.2K
|
2.19K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-107- 5.13% |
$21.3K - $26.1K
|
1.98K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.35K- 33.27% |
$268K - $330K
|
2.71K
$700K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.58K+ 108.55% |
$313K - $385K
|
3.03K
$782K
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-847- 1.26% |
$168K - $207K
|
66.4K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-47.6K- 29.72% |
$9.47M - $11.6M
|
113K
$29.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-91.3K- 6.73% |
$18.1M - $22.3M
|
1.26M
$326M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120+ 10.98% |
$23.8K - $29.3K
|
1.21K
$313K
|
|