Purchases and Sales Made in Q4 2025 in Affiliated Managers Group, Inc. (AMG)
This table provides information about the institutional ownership of Affiliated Managers Group, Inc. (AMG) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
15.4K+ 79.24% |
$3.56M - $4.09M
|
34.9K
$9.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 146.19% |
$2.69M - $3.09M
|
19.6K
$5.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
7.2K+ 64.2% |
$1.66M - $1.91M
|
18.4K
$4.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
5.74K+ 194.12% |
$1.33M - $1.52M
|
8.7K
$2.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.29KNew |
$1.22M - $1.4M
|
5.29K
$1.37M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
4.09KNew |
$944K - $1.08M
|
4.09K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.03KNew |
$467K - $536K
|
2.03K
$523K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.5KNew |
$346K - $397K
|
1.5K
$387K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.26KNew |
$291K - $334K
|
1.26K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.07K+ 42.34% |
$248K - $284K
|
3.61K
$932K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
880New |
$203K - $233K
|
880
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
836New |
$193K - $221K
|
836
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
824New |
$190K - $218K
|
824
$213K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
771New |
$178K - $204K
|
771
$199K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
762+ 28.74% |
$176K - $202K
|
3.41K
$882K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
671New |
$155K - $178K
|
671
$173K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
252New |
$58.2K - $66.7K
|
252
$65.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193+ 4.03% |
$44.5K - $51.1K
|
4.98K
$1.29M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
185+ 13.88% |
$42.7K - $49K
|
1.52K
$392K
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
115+ 0.63% |
$26.5K - $30.5K
|
18.5K
$4.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
82+ 4.98% |
$18.9K - $21.7K
|
1.73K
$447K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 5.56% |
$7.15K - $8.21K
|
589
$152K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 1.46% |
$6K - $6.88K
|
1.8K
$465K
|
|
|
Jan 21, 2026
Q4 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
20+ 0.31% |
$4.62K - $5.3K
|
6.45K
$1.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.09% |
$3.92K - $4.5K
|
19.6K
$5.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
17+ 4.97% |
$3.92K - $4.5K
|
359
$92.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16+ 1.43% |
$3.69K - $4.24K
|
1.14K
$294K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
13New |
$3K - $3.44K
|
13
$3.36K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10New |
$2.31K - $2.65K
|
10
$2.58K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 31.03% |
$2.08K - $2.38K
|
38
$9.82K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7New |
$1.62K - $1.85K
|
7
$1.81K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3New |
$692 - $794
|
3
$775
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.03% |
$462 - $530
|
7.9K
$2.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 16.67% |
$231 - $265
|
7
$1.81K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 4.35% |
$231 - $265
|
22
$5.68K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-5- 14.71% |
$1.15K - $1.32K
|
29
$7.49K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-14- 1.4% |
$3.23K - $3.71K
|
985
$254K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.6% |
$4.62K - $5.3K
|
3.31K
$854K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-26- 92.86% |
$6K - $6.88K
|
2
$517
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-47- 4.94% |
$10.8K - $12.4K
|
904
$234K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.27% |
$23.1K - $26.5K
|
7.8K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-113- 15.11% |
$26.1K - $29.9K
|
635
$164K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-157- 0.56% |
$36.2K - $41.6K
|
28.1K
$7.26M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-320- 1.77% |
$73.8K - $84.7K
|
17.8K
$4.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-378- 12.74% |
$87.2K - $100K
|
2.59K
$669K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-415- 5.53% |
$95.8K - $110K
|
7.09K
$1.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-443- 4.65% |
$102K - $117K
|
9.09K
$2.35M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-860- 5.47% |
$198K - $228K
|
14.9K
$3.84M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.58K- 62.36% |
$595K - $683K
|
1.56K
$402K
|
|