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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-27- 8.97% |
$5.37K - $6.6K
|
274
$70.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-50- 4.22% |
$9.94K - $12.2K
|
1.13K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.79KNew |
$753K - $926K
|
3.79K
$978K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-496- 7.65% |
$98.6K - $121K
|
5.99K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
461+ 16.09% |
$91.6K - $113K
|
3.33K
$859K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-806- 7.79% |
$160K - $197K
|
9.54K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-10- 0.92% |
$1.99K - $2.44K
|
1.08K
$279K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1K- 11.77% |
$199K - $245K
|
7.5K
$1.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
748New |
$149K - $183K
|
748
$193K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-160- 0.97% |
$31.8K - $39.1K
|
16.3K
$4.21M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 3.45% |
$199 - $244
|
30
$7.75K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$199 - $244
|
4
$1.03K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-15.4K- 57.52% |
$3.06M - $3.76M
|
11.4K
$2.93M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10- 25.0% |
$1.99K - $2.44K
|
30
$7.75K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-201- 87.77% |
$39.9K - $49.1K
|
28
$7.23K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
16+ 84.21% |
$3.18K - $3.91K
|
35
$9.04K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-785- 20.97% |
$156K - $192K
|
2.96K
$764K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-10K- 96.74% |
$1.43M - $1.98M
|
337
$87.1K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-932- 4.75% |
$134K - $184K
|
18.7K
$4.83M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
33New |
$4.73K - $6.52K
|
33
$8.52K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
730+ 2.92% |
$105K - $144K
|
25.7K
$6.65M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
53+ 230.43% |
$7.6K - $10.5K
|
76
$19.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
500+ 2.65% |
$71.7K - $98.8K
|
19.4K
$5.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
226+ 3.34% |
$32.4K - $44.7K
|
7K
$1.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-80- 49.69% |
$11.5K - $15.8K
|
81
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-35- 0.44% |
$5.02K - $6.92K
|
7.94K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.47KNew |
$355K - $489K
|
2.47K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-848- 6.63% |
$122K - $168K
|
11.9K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02KNew |
$147K - $202K
|
1.02K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.32KNew |
$189K - $260K
|
1.32K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-123- 7.69% |
$17.6K - $24.3K
|
1.48K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.63K- 84.66% |
$950K - $1.31M
|
1.2K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-63.1K- 79.81% |
$9.04M - $12.5M
|
16K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$573 - $791
|
4
$1.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14- 0.54% |
$2.01K - $2.77K
|
2.6K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Southeastern Asset Management Inc
Memphis, TN |
SELL
|
- |
-473K- 98.57% |
$67.8M - $93.5M
|
6.84K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-3.56K- 13.7% |
$510K - $703K
|
22.4K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$266K - $367K
|
1.86K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
10.8KNew |
$1.55M - $2.14M
|
10.8K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.22KNew |
$605K - $834K
|
4.22K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.5KNew |
$2.36M - $3.26M
|
16.5K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 2.92% |
$1.58K - $2.17K
|
388
$100K
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
18.9KNew |
$2.72M - $3.74M
|
18.9K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$430 - $593
|
3
$775
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18KNew |
$169K - $233K
|
1.18K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.07KNew |
$153K - $211K
|
1.07K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.11KNew |
$159K - $219K
|
1.11K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-2.5K- 65.79% |
$358K - $494K
|
1.3K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.99K+ 138.47% |
$286K - $394K
|
3.43K
$887K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
8New |
$1.15K - $1.58K
|
8
$2.07K
|
|