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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 8.7% |
$287 - $395
|
25
$6.46K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 200.0% |
$287 - $395
|
3
$775
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$1.43K - $1.98K
|
10
$2.58K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3New |
$430 - $593
|
3
$775
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.86K - $2.57K
|
13
$3.36K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-36- 25.9% |
$5.57K - $6.83K
|
103
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
53.4K+ 4499.07% |
$8.26M - $10.1M
|
54.6K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$309 - $379
|
2
$517
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 19.35% |
$2.78K - $3.41K
|
75
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.55K - $1.9K
|
1.26K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
2.4KNew |
$371K - $455K
|
2.4K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23- 1.07% |
$3.56K - $4.36K
|
2.13K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-74- 5.31% |
$11.4K - $14K
|
1.32K
$341K
|
|
|
May 15, 2025
Q1 2025
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
22.6K+ 82.58% |
$3.5M - $4.29M
|
50K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
218+ 1.07% |
$33.7K - $41.4K
|
20.5K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.72K- 3.38% |
$575K - $705K
|
106K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.92KNew |
$297K - $364K
|
1.92K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
216New |
$33.4K - $41K
|
216
$55.8K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-823- 72.96% |
$127K - $156K
|
305
$78.8K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-507- 10.78% |
$78.4K - $96.2K
|
4.2K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.24KNew |
$1.12M - $1.37M
|
7.24K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-44- 72.13% |
$6.8K - $8.35K
|
17
$4.39K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-975- 44.02% |
$151K - $185K
|
1.24K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-790- 11.73% |
$122K - $150K
|
5.95K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.41KNew |
$373K - $457K
|
2.41K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-292- 3.73% |
$45.2K - $55.4K
|
7.54K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
75New |
$11.6K - $14.2K
|
75
$19.4K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
47+ 1.2% |
$7.27K - $8.92K
|
3.96K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
261+ 178.77% |
$40.4K - $49.5K
|
407
$105K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.21KNew |
$187K - $229K
|
1.21K
$312K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$2.32K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-150- 4.11% |
$23.2K - $28.5K
|
3.5K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.8KNew |
$278K - $341K
|
1.8K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 30.0% |
$464 - $569
|
7
$1.81K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3New |
$464 - $569
|
3
$775
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1New |
$155 - $190
|
1
$258
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21+ 1.21% |
$3.25K - $3.98K
|
1.76K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 11.11% |
$155 - $190
|
8
$2.07K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$2.01K - $2.47K
|
13
$3.36K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$247K - $304K
|
1.6K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-80- 62.99% |
$12.4K - $15.2K
|
47
$12.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 366.67% |
$6.8K - $8.35K
|
56
$14.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7New |
$1.08K - $1.33K
|
7
$1.81K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-245- 6.49% |
$37.9K - $46.5K
|
3.53K
$912K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
22New |
$3.4K - $4.17K
|
22
$5.68K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-59- 5.07% |
$9.12K - $11.2K
|
1.1K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
109New |
$16.9K - $20.7K
|
109
$28.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 200.0% |
$928 - $1.14K
|
9
$2.32K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
190+ 2.09% |
$29.4K - $36K
|
9.27K
$2.39M
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2- 0.17% |
$352 - $393
|
1.19K
$308K
|
|