Purchases and Sales Made in Q1 2023 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q1 2023. The information is specifically focused on institutions that hold shares of AFFILIATED MANAGERS GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
233+ 10.77% |
$31.1K - $41.3K
|
2.4K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200+ 3.92% |
$26.7K - $35.4K
|
5.3K
$840K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
195New |
$26K - $34.5K
|
195
$30.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
169+ 12.17% |
$22.5K - $29.9K
|
1.56K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
162+ 8.06% |
$21.6K - $28.7K
|
2.17K
$344K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
139+ 1.7% |
$18.5K - $24.6K
|
8.34K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
128+ 1.19% |
$17.1K - $22.7K
|
10.9K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
124+ 15.1% |
$16.5K - $22K
|
945
$150K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
108+ 5.74% |
$14.4K - $19.1K
|
1.99K
$316K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
99+ 2.06% |
$13.2K - $17.5K
|
4.91K
$778K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92+ 23.65% |
$12.3K - $16.3K
|
481
$76.2K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
76+ 1.51% |
$10.1K - $13.5K
|
5.12K
$812K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 31.05% |
$9.07K - $12K
|
287
$45.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60New |
$8K - $10.6K
|
60
$9.51K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
55+ 25.11% |
$7.33K - $9.74K
|
274
$43.4K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
52+ 0.38% |
$6.93K - $9.21K
|
13.7K
$2.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
50New |
$6.67K - $8.85K
|
50
$7.92K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44+ 10.68% |
$5.87K - $7.79K
|
456
$72.3K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
43+ 1.11% |
$5.73K - $7.61K
|
3.93K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41+ 0.9% |
$5.47K - $7.26K
|
4.58K
$726K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
40+ 2.75% |
$5.33K - $7.08K
|
1.49K
$237K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
35+ 0.26% |
$4.67K - $6.2K
|
13.7K
$2.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
35+ 0.71% |
$4.67K - $6.2K
|
4.98K
$789K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$4.67K - $6.2K
|
35
$5.55K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
22+ 11.76% |
$2.93K - $3.89K
|
209
$33.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
22+ 122.22% |
$2.93K - $3.89K
|
40
$6.34K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 6.58% |
$2.67K - $3.54K
|
324
$51.3K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20+ 0.12% |
$2.67K - $3.54K
|
17K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17+ 0.95% |
$2.27K - $3.01K
|
1.81K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$2K - $2.66K
|
15
$2.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
12New |
$1.6K - $2.12K
|
12
$1.9K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 24.44% |
$1.47K - $1.95K
|
56
$8.87K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
11New |
$1.47K - $1.95K
|
11
$1.74K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 52.94% |
$1.2K - $1.59K
|
26
$4.12K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 9.47% |
$1.2K - $1.59K
|
104
$16.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 5.26% |
$1.07K - $1.42K
|
160
$25.4K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
7+ 0.24% |
$933 - $1.24K
|
2.95K
$467K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 20.59% |
$933 - $1.24K
|
41
$6.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.38% |
$933 - $1.24K
|
1.83K
$290K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$800 - $1.06K
|
6
$951
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$667 - $885
|
5
$792
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4New |
$533 - $708
|
4
$634
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$533 - $708
|
4
$634
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4+ 0.02% |
$533 - $708
|
16.8K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 80.0% |
$533 - $708
|
9
$1.43K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.1% |
$533 - $708
|
4.11K
$651K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$400 - $531
|
3
$475
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$400 - $531
|
3
$475
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2New |
$267 - $354
|
2
$317
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$267 - $354
|
2
$317
|