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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 6.17% |
$1.76K - $1.97K
|
172
$27.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 10.81% |
$703 - $786
|
33
$5.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.2% |
$17.6K - $19.7K
|
8.4K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
344+ 43.6% |
$60.5K - $67.6K
|
1.13K
$180K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 47.62% |
$1.76K - $1.97K
|
31
$4.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-6.05K- 32.06% |
$1.06M - $1.19M
|
12.8K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
11.6KNew |
$2.03M - $2.27M
|
11.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
47New |
$8.26K - $9.24K
|
47
$7.45K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1- 0.39% |
$176 - $197
|
256
$40.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
535+ 0.54% |
$94K - $105K
|
99.2K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-773- 33.25% |
$136K - $152K
|
1.55K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-20- 0.11% |
$3.52K - $3.93K
|
18.5K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11+ 0.61% |
$1.93K - $2.16K
|
1.8K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5New |
$879 - $983
|
5
$793
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4- 19.05% |
$703 - $786
|
17
$2.69K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-256- 4.93% |
$45K - $50.3K
|
4.94K
$783K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
264+ 26.94% |
$46.4K - $51.9K
|
1.24K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.12K- 16.94% |
$196K - $219K
|
5.47K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
10.9KNew |
$1.92M - $2.15M
|
10.9K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 42.86% |
$527 - $590
|
10
$1.59K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$527 - $590
|
8
$1.27K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
290+ 25.89% |
$51K - $57K
|
1.41K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66- 1.72% |
$11.6K - $13K
|
3.78K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 40.0% |
$703 - $786
|
6
$951
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
19New |
$3.34K - $3.73K
|
19
$3.01K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.32K+ 65.72% |
$232K - $259K
|
3.33K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-977- 34.65% |
$172K - $192K
|
1.84K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
189K+ 10522.77% |
$33.1M - $37.1M
|
190K
$30.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-27.6K- 34.48% |
$4.85M - $5.42M
|
52.4K
$8.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.47K- 41.1% |
$434K - $485K
|
3.54K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2New |
$352 - $393
|
2
$317
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 0.27% |
$7.91K - $8.84K
|
16.8K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
504+ 36.68% |
$88.6K - $99K
|
1.88K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-375- 12.03% |
$65.9K - $73.7K
|
2.74K
$435K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-6- 0.07% |
$1.05K - $1.18K
|
8.28K
$1.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.45K+ 6.03% |
$430K - $481K
|
43K
$6.82M
|
|
| Q3 2024 | |||||||
|
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.9K- 11.78% |
$3.39M - $4.07M
|
164K
$26M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.46K+ 3.08% |
$226K - $271K
|
48.9K
$7.75M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
137+ 2.41% |
$21.2K - $25.4K
|
5.82K
$922K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12New |
$1.86K - $2.23K
|
12
$1.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.6KNew |
$2.26M - $2.71M
|
14.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12KNew |
$1.85M - $2.22M
|
12K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.36K+ 66.59% |
$520K - $624K
|
8.42K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$92.8K - $111K
|
600
$95.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 450.0% |
$2.78K - $3.34K
|
22
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-178- 6.2% |
$27.5K - $33K
|
2.69K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2K- 44.97% |
$309K - $371K
|
2.45K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.43K+ 15.14% |
$375K - $450K
|
18.5K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-1.77K- 43.46% |
$274K - $328K
|
2.3K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-420- 4.24% |
$65K - $78K
|
9.48K
$1.5M
|
|