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 450 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 $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
7
shares
|
$1,292
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
5
shares
|
$923
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4
shares
|
$738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$738
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4
shares
|
$738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
3
shares
|
$553
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
3
shares
|
$553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
3
shares
|
$553
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3
shares
|
$553
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$369
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2
shares
|
$369
0.0% of portfolio
|
Q2 2024
Reduced 96.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2
shares
|
$369
0.0% of portfolio
|
Q4 2018
Reduced 96.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1
shares
|
$184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|