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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.65KClosed |
$542K - $638K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.58KClosed |
$680K - $800K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.85KClosed |
$274K - $323K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-304Closed |
$45.2K - $53.2K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7Closed |
$1.04K - $1.22K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.78KClosed |
$1.45M - $1.71M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-584KClosed |
$86.7M - $102M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-30Closed |
$4.46K - $5.25K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-23Closed |
$3.42K - $4.02K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-1.53KClosed |
$228K - $268K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-375Closed |
$37.2K - $57K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-4.8KClosed |
$476K - $730K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20Closed |
$1.98K - $3.04K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
CALL |
-50.1KClosed |
$4.97M - $7.62M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.92KClosed |
$290K - $445K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-24.2KClosed |
$2.4M - $3.68M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-84Closed |
$8.33K - $12.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$7.24K - $11.1K
|
73
$13K
|
|
|
May 13, 2021
Q1 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-6.04KClosed |
$598K - $918K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
62New |
$6.14K - $9.43K
|
62
$11.1K
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-311Closed |
$30.8K - $47.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-275Closed |
$27.3K - $41.8K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-13.3KClosed |
$1.32M - $2.02M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$297 - $456
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-13Closed |
$1.29K - $1.98K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-57.9KClosed |
$5.73M - $8.8M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-33Closed |
$3.27K - $5.02K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-3.36KClosed |
$333K - $511K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 09, 2024
Q4 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-88Closed |
$5.94K - $8.95K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-900Closed |
$60.7K - $91.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11Closed |
$742 - $1.12K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3New |
$202 - $305
|
3
$536
|
|
|
Feb 16, 2021
Q4 2020
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
- |
-6KClosed |
$405K - $610K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12.8KClosed |
$863K - $1.3M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-651Closed |
$43.9K - $66.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-38Closed |
$2.56K - $3.87K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.06K+ 19.22% |
$71.8K - $108K
|
6.6K
$1.18M
|
|
|
Feb 12, 2021
Q4 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-218Closed |
$14.7K - $22.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
2.5KNew |
$169K - $254K
|
2.5K
$447K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19Closed |
$1.28K - $1.93K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.13KClosed |
$76K - $115K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-151Closed |
$10.2K - $15.4K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Old National Bancorp
|
SELL
|
- |
-6.53KClosed |
$440K - $664K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 12, 2021
Q3 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.63KClosed |
$230K - $269K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.1KClosed |
$69.7K - $81.6K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-23Closed |
$1.46K - $1.71K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46Closed |
$2.92K - $3.41K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-7.86KClosed |
$498K - $583K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-118KClosed |
$7.48M - $8.75M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.5KClosed |
$412K - $482K
|
0
$0
|
|