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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
674New |
$75.4K - $110K
|
674
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
674New |
$75.4K - $110K
|
674
$105K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
323New |
$36.1K - $52.5K
|
323
$50.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114New |
$12.8K - $18.5K
|
114
$17.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
105New |
$11.7K - $17.1K
|
105
$16.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
77New |
$8.61K - $12.5K
|
77
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$5.93K - $8.62K
|
53
$8.27K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$2.46K - $3.58K
|
22
$3.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3New |
$336 - $488
|
3
$468
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$336 - $488
|
3
$468
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
38.4KNew |
$1.83M - $5.13M
|
38.4K
$5.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
10.1K+ 0.42% |
$483K - $1.35M
|
2.44M
$381M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.09KNew |
$148K - $413K
|
3.09K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.55KNew |
$122K - $341K
|
2.55K
$399K
|
|
|
Nov 09, 2022
Q3 2022
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
1.4KNew |
$66.9K - $187K
|
1.4K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.05K+ 15.68% |
$50.3K - $141K
|
7.78K
$1.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
660New |
$31.5K - $88.2K
|
660
$103K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
70+ 87.5% |
$3.34K - $9.35K
|
150
$23.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
62New |
$2.96K - $8.29K
|
62
$9.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14New |
$669 - $1.87K
|
14
$2.19K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$143 - $401
|
3
$468
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3New |
$143 - $401
|
3
$468
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.9KNew |
$216K - $275K
|
1.9K
$297K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
110New |
$12.5K - $15.9K
|
110
$17.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
11New |
$1.25K - $1.59K
|
11
$1.72K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$795 - $1.01K
|
7
$1.09K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$454 - $578
|
4
$624
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$114 - $144
|
1
$156
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
68New |
$8.33K - $11.3K
|
68
$10.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.97KNew |
$439K - $565K
|
2.97K
$463K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$222K - $286K
|
1.5K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
394+ 27.94% |
$58.2K - $75K
|
1.8K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$14.8K - $19K
|
100
$15.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16New |
$2.37K - $3.05K
|
16
$2.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$294 - $360
|
2
$312
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
5.3K+ 53.0% |
$788K - $927K
|
15.3K
$2.39M
|
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.7KNew |
$253K - $297K
|
1.7K
$265K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
31New |
$4.61K - $5.42K
|
31
$4.84K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73New |
$7.24K - $11.1K
|
73
$11.4K
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
62New |
$6.14K - $9.43K
|
62
$9.68K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Harbor Advisors LLC
|
BUY
|
- |
2.5KNew |
$169K - $254K
|
2.5K
$390K
|
|
|
Feb 12, 2021
Q4 2020
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.06K+ 19.22% |
$71.8K - $108K
|
6.6K
$1.03M
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3New |
$202 - $305
|
3
$468
|
|
| Q2 2020 | |||||||
|
Aug 06, 2024
Q2 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$277 - $409
|
5
$780
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3New |
$215 - $262
|
3
$468
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
4.2K+ 247.06% |
$313K - $386K
|
5.9K
$921K
|
|
|
Nov 14, 2019
Q3 2019
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
705+ 5.74% |
$52.5K - $64.9K
|
13K
$2.03M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
45KNew |
$3.77M - $5.19M
|
45K
$7.02M
|
|
|
Jul 08, 2019
Q2 2019
|
Investors Research Corp
|
BUY
|
- |
150New |
$12.6K - $17.3K
|
150
$23.4K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
106K+ 278.22% |
$10.2M - $11.8M
|
144K
$22.5M
|
|