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 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
859+ 9.91% |
$133K - $159K
|
9.53K
$1.51M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.07% |
$155 - $186
|
1.38K
$219K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14New |
$2.17K - $2.6K
|
14
$2.22K
|
|
Oct 28, 2024
Q3 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-3.41K- 34.12% |
$527K - $633K
|
6.58K
$1.04M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
14New |
$2.17K - $2.6K
|
14
$2.22K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
38+ 3.44% |
$5.88K - $7.05K
|
1.14K
$181K
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-4.93K- 64.44% |
$763K - $915K
|
2.72K
$431K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
9+ 28.13% |
$1.39K - $1.67K
|
41
$6.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.1K- 29.44% |
$10.7M - $12.8M
|
166K
$26.2M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 75.0% |
$464 - $557
|
7
$1.11K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-532- 31.39% |
$82.3K - $98.7K
|
1.16K
$184K
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
15.9KNew |
$2.46M - $2.95M
|
15.9K
$2.52M
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 2.48% |
$23.2K - $27.8K
|
5.89K
$934K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$155 - $186
|
1
$159
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 18.18% |
$928 - $1.11K
|
39
$6.18K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-603- 56.36% |
$93.3K - $112K
|
467
$74K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
121New |
$18.7K - $22.5K
|
121
$19.2K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 21.43% |
$1.39K - $1.67K
|
33
$5.23K
|
|
Q2 2024 | |||||||
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.2K+ 15.08% |
$623K - $712K
|
32.1K
$5.08M
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
40KNew |
$5.94M - $6.79M
|
40K
$6.35M
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-5.04KClosed |
$748K - $855K
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
322New |
$47.8K - $54.6K
|
322
$51K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 86.96% |
$14.8K - $17K
|
15
$2.38K
|
|
Aug 14, 2024
Q2 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.7KNew |
$401K - $458K
|
2.7K
$428K
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$567K - $647K
|
3.82K
$605K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
7.6KNew |
$1.13M - $1.29M
|
7.6K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$594 - $678
|
4
$634
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.51KNew |
$373K - $426K
|
2.51K
$398K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.07KNew |
$456K - $521K
|
3.07K
$487K
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-30- 15.54% |
$4.45K - $5.09K
|
163
$25.8K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-110- 6.12% |
$16.3K - $18.6K
|
1.69K
$268K
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.93KNew |
$287K - $328K
|
1.93K
$306K
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.99KNew |
$295K - $337K
|
1.99K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.89K- 4.71% |
$281K - $321K
|
38.3K
$6.07M
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.3KNew |
$935K - $1.07M
|
6.3K
$999K
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-289- 1.94% |
$42.9K - $49K
|
14.6K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.14KNew |
$317K - $363K
|
2.14K
$339K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 41.67% |
$742 - $848
|
17
$2.69K
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.5K+ 243.11% |
$1.71M - $1.95M
|
16.2K
$2.57M
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.57K+ 89.99% |
$232K - $265K
|
3.3K
$524K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
624New |
$92.6K - $106K
|
624
$98.9K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-156K- 4.82% |
$23.1M - $26.4M
|
3.08M
$488M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
2.09KNew |
$310K - $355K
|
2.09K
$332K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
150+ 3.33% |
$22.3K - $25.4K
|
4.65K
$737K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.06K+ 3.57% |
$157K - $179K
|
30.6K
$4.86M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300New |
$44.5K - $50.9K
|
300
$47.6K
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.88KNew |
$428K - $489K
|
2.88K
$457K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10.6KNew |
$1.57M - $1.8M
|
10.6K
$1.68M
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-30- 1.86% |
$4.45K - $5.09K
|
1.59K
$251K
|