Latest Institutional Purchases of Affiliated Managers Group, Inc. (AMG)
This list provides information on the latest institutional transactions involving Affiliated Managers Group, Inc. (AMG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
90+ 4.56% |
$12.9K - $17.8K
|
2.06K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
75+ 0.5% |
$10.8K - $14.8K
|
15.1K
$3.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
53+ 230.43% |
$7.6K - $10.5K
|
76
$19.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$5.59K - $7.71K
|
39
$10.1K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
33New |
$4.73K - $6.52K
|
33
$8.52K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32New |
$4.59K - $6.33K
|
32
$8.27K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27New |
$3.87K - $5.34K
|
27
$6.97K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$3.58K - $4.94K
|
25
$6.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
13New |
$1.86K - $2.57K
|
13
$3.36K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13New |
$1.86K - $2.57K
|
13
$3.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 2.92% |
$1.58K - $2.17K
|
388
$100K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$1.43K - $1.98K
|
10
$2.58K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
8New |
$1.15K - $1.58K
|
8
$2.07K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$1K - $1.38K
|
7
$1.81K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$860 - $1.19K
|
6
$1.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$860 - $1.19K
|
6
$1.55K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5New |
$717 - $988
|
5
$1.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4New |
$573 - $791
|
4
$1.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$430 - $593
|
3
$775
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3New |
$430 - $593
|
3
$775
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$287 - $395
|
3
$775
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 200.0% |
$287 - $395
|
3
$775
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 8.7% |
$287 - $395
|
25
$6.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.05% |
$143 - $198
|
96
$24.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$143 - $198
|
1
$258
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$143 - $198
|
1
$258
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$143 - $198
|
1
$258
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
53.4K+ 4499.07% |
$8.26M - $10.1M
|
54.6K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
22.6K+ 82.58% |
$3.5M - $4.29M
|
50K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.24KNew |
$1.12M - $1.37M
|
7.24K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.41KNew |
$373K - $457K
|
2.41K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
2.4KNew |
$371K - $455K
|
2.4K
$620K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.92KNew |
$297K - $364K
|
1.92K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.8KNew |
$278K - $341K
|
1.8K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$247K - $304K
|
1.6K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.21KNew |
$187K - $229K
|
1.21K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
261+ 178.77% |
$40.4K - $49.5K
|
407
$105K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
218+ 1.07% |
$33.7K - $41.4K
|
20.5K
$5.31M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
216New |
$33.4K - $41K
|
216
$55.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
190+ 2.09% |
$29.4K - $36K
|
9.27K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
109New |
$16.9K - $20.7K
|
109
$28.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
75New |
$11.6K - $14.2K
|
75
$19.4K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
47+ 1.2% |
$7.27K - $8.92K
|
3.96K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 366.67% |
$6.8K - $8.35K
|
56
$14.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
22New |
$3.4K - $4.17K
|
22
$5.68K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
21+ 1.21% |
$3.25K - $3.98K
|
1.76K
$454K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13New |
$2.01K - $2.47K
|
13
$3.36K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.55K - $1.9K
|
1.26K
$325K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$1.39K - $1.71K
|
9
$2.32K
|
|