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 06, 2025
Q4 2024
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
16KNew |
$2.81M - $3.14M
|
16K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.26K+ 0.69% |
$398K - $445K
|
331K
$52.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-87- 2.72% |
$15.3K - $17.1K
|
3.11K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
5.44K+ 4.8% |
$955K - $1.07M
|
119K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.95KNew |
$1.05M - $1.17M
|
5.95K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
209+ 0.73% |
$36.7K - $41.1K
|
28.7K
$4.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-265- 8.73% |
$46.6K - $52.1K
|
2.77K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-528- 5.75% |
$92.8K - $104K
|
8.65K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
156KNew |
$27.4M - $30.6M
|
156K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.81% |
$1.76K - $1.97K
|
1.25K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
876+ 18.9% |
$154K - $172K
|
5.51K
$873K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.29KNew |
$227K - $254K
|
1.29K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.7KNew |
$4.16M - $4.65M
|
23.7K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.19KNew |
$209K - $234K
|
1.19K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 6.67% |
$527 - $590
|
42
$6.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
124+ 131.91% |
$21.8K - $24.4K
|
218
$34.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-149- 0.92% |
$26.2K - $29.3K
|
16K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.13KNew |
$198K - $222K
|
1.13K
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Bruni J V & CO
|
SELL
|
- |
-1.05K- 0.35% |
$185K - $206K
|
302K
$47.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-169- 4.71% |
$29.7K - $33.2K
|
3.42K
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
71.5K+ 84.31% |
$12.6M - $14M
|
156K
$24.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 100.0% |
$703 - $786
|
8
$1.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-64- 33.86% |
$11.2K - $12.6K
|
125
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
62+ 79.49% |
$10.9K - $12.2K
|
140
$22.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-671- 19.07% |
$118K - $132K
|
2.85K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$352 - $393
|
2
$317
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 30.14% |
$3.87K - $4.32K
|
95
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-145- 1.98% |
$25.5K - $28.5K
|
7.18K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.17K- 24.5% |
$732K - $819K
|
12.8K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-21.7K- 21.69% |
$3.81M - $4.27M
|
78.4K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
261+ 1.85% |
$45.9K - $51.3K
|
14.4K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
55+ 0.9% |
$9.67K - $10.8K
|
6.15K
$974K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.61K- 7.66% |
$284K - $317K
|
19.4K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
900+ 12.68% |
$158K - $177K
|
8K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
32+ 1.13% |
$5.62K - $6.29K
|
2.86K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.9K- 3.08% |
$1.92M - $2.14M
|
344K
$54.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 8.06% |
$2.99K - $3.34K
|
194
$30.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-319- 15.52% |
$56.1K - $62.7K
|
1.74K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
69.3KNew |
$12.2M - $13.6M
|
69.3K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
27+ 0.24% |
$4.75K - $5.31K
|
11.5K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
366+ 15.69% |
$64.3K - $71.9K
|
2.7K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
1.5KNew |
$264K - $295K
|
1.5K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.07K+ 29.87% |
$188K - $210K
|
4.66K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7.38K+ 3.98% |
$1.3M - $1.45M
|
193K
$30.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
6+ 0.16% |
$1.05K - $1.18K
|
3.7K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75- 80.65% |
$13.2K - $14.7K
|
18
$2.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.01K- 75.57% |
$1.41M - $1.57M
|
2.59K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.83K+ 70.16% |
$322K - $360K
|
4.45K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.81K- 10.46% |
$846K - $945K
|
41.2K
$6.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
39+ 0.24% |
$6.86K - $7.66K
|
16.2K
$2.57M
|