Institutional Ownership Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG). We have compiled data on the 449 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $5.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
307
shares
|
$54,299
0.0% of portfolio
|
Q3 2024
Added 7575.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
296
shares
|
$52,353
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
288
shares
|
$50,938
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
275
shares
|
$48,639
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
265
shares
|
$46,870
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
265
shares
|
$46,870
0.0% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
257
shares
|
$45,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
246
shares
|
$43,510
0.0% of portfolio
|
Q2 2024
Added 29.47%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
211
shares
|
$37,319
0.0% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
189
shares
|
$33,428
0.0% of portfolio
|
Q3 2024
Added 285.71%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
186
shares
|
$32,897
0.0% of portfolio
|
Q3 2024
Added 481.25%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
168
shares
|
$29,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
163
shares
|
$28,829
0.02% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
162
shares
|
$28,652
0.0% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
148
shares
|
$26,176
0.0% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
131
shares
|
$23,169
0.0% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
125
shares
|
$22,108
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
121
shares
|
$21,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
109
shares
|
$19,278
0.0% of portfolio
|
Q3 2024
Added 165.85%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
106
shares
|
$18,748
0.0% of portfolio
|
Q4 2024
Added 125.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
98
shares
|
$17,333
0.0% of portfolio
|
Q3 2024
Reduced 75.5%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
94
shares
|
$16,625
0.0% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
93
shares
|
$16,448
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
93
shares
|
$16,448
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$14,326
0.0% of portfolio
|
Q3 2024
Reduced 14.74%
|