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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$1.22K - $1.53K
|
10
$1.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
61New |
$7.41K - $9.36K
|
61
$11.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 7.14% |
$122 - $153
|
13
$2.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
5.05K+ 62.35% |
$614K - $775K
|
13.2K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.63K+ 143.53% |
$563K - $710K
|
7.85K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-13- 52.0% |
$1.58K - $1.99K
|
12
$2.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.58KNew |
$314K - $396K
|
2.58K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$243 - $307
|
2
$376
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$1.7K - $2.15K
|
14
$2.63K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.1K+ 55.41% |
$255K - $322K
|
5.89K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.9KNew |
$473K - $598K
|
3.9K
$732K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$608 - $767
|
5
$940
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3New |
$365 - $460
|
3
$564
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$3.04K - $3.84K
|
25
$4.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.31% |
$122 - $153
|
325
$61.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$15.2K - $19.2K
|
125
$23.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
31New |
$3.77K - $4.76K
|
31
$5.83K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
382KNew |
$49.5M - $62M
|
382K
$71.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
18New |
$2.33K - $2.92K
|
18
$3.38K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8.6KNew |
$1.11M - $1.4M
|
8.6K
$1.62M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.6K+ 22.64% |
$466K - $584K
|
19.5K
$3.66M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$648 - $812
|
5
$940
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52+ 1.33% |
$6.74K - $8.44K
|
3.98K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-106K- 87.41% |
$13.7M - $17.2M
|
15.2K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-97.2K- 81.2% |
$12.6M - $15.8M
|
22.5K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
36.3K+ 193.04% |
$4.7M - $5.89M
|
55.1K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
1.3K+ 4.06% |
$168K - $211K
|
33.3K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.61KNew |
$338K - $424K
|
2.61K
$491K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.34K- 67.12% |
$433K - $543K
|
1.64K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.86KNew |
$241K - $302K
|
1.86K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.54KNew |
$329K - $412K
|
2.54K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40.3K- 99.0% |
$5.23M - $6.55M
|
406
$76.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.58K- 41.15% |
$464K - $581K
|
5.12K
$962K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-645- 16.62% |
$83.6K - $105K
|
3.24K
$608K
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-10.5K- 24.54% |
$1.36M - $1.7M
|
32.2K
$6.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-563- 21.04% |
$73K - $91.4K
|
2.11K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.12% |
$518 - $649
|
3.23K
$606K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
25New |
$3.24K - $4.06K
|
25
$4.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.5KNew |
$2.53M - $3.17M
|
19.5K
$3.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-427- 99.53% |
$55.3K - $69.3K
|
2
$376
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-29- 3.86% |
$3.76K - $4.71K
|
722
$136K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$2.33K - $2.92K
|
18
$3.38K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-45- 1.9% |
$5.83K - $7.3K
|
2.33K
$438K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
133+ 8.01% |
$17.2K - $21.6K
|
1.79K
$337K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$3.89K - $4.87K
|
30
$5.64K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.4K- 16.47% |
$181K - $227K
|
7.1K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$389 - $487
|
3
$564
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
44New |
$5.7K - $7.14K
|
44
$8.27K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 11.32% |
$181K - $200K
|
10.3K
$1.94M
|
|