Latest Institutional Purchases of Asset Mark Financial Holdings, Inc. (AMK)
This list provides information on the latest institutional transactions involving Asset Mark Financial Holdings, Inc. (AMK) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
10.2KNew |
$343K - $376K
|
10.2K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.75K+ 6.99% |
$295K - $324K
|
134K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Vazirani Asset Management LLC
New York, NY |
BUY
|
- |
8.74KNew |
$295K - $324K
|
8.74K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
8.47KNew |
$286K - $314K
|
8.47K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.38KNew |
$249K - $273K
|
7.38K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.44K+ 20.86% |
$218K - $239K
|
37.3K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6.32KNew |
$214K - $234K
|
6.32K
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.34K+ 14.08% |
$180K - $198K
|
43.2K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.29K+ 18.68% |
$145K - $159K
|
27.3K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
3.99K+ 2.95% |
$135K - $148K
|
139K
$4.9M
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.7K+ 18.8% |
$125K - $137K
|
23.4K
$824K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.48K+ 893.32% |
$117K - $129K
|
3.86K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.67K+ 14.68% |
$56.4K - $61.9K
|
13K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.51KNew |
$50.9K - $55.8K
|
1.51K
$53.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.4KNew |
$47.2K - $51.8K
|
1.4K
$49.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.19K+ 6.95% |
$40.3K - $44.2K
|
18.4K
$647K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.12K+ 8.89% |
$38K - $41.7K
|
13.8K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
983+ 15.66% |
$33.2K - $36.4K
|
7.26K
$256K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
900+ 5.45% |
$30.4K - $33.4K
|
17.4K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
371+ 2.62% |
$12.5K - $13.7K
|
14.6K
$513K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
365New |
$12.3K - $13.5K
|
365
$12.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
318+ 0.05% |
$10.7K - $11.8K
|
606K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
223+ 0.82% |
$7.54K - $8.26K
|
27.6K
$972K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
146+ 2.04% |
$4.93K - $5.41K
|
7.29K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
114+ 6.0% |
$3.85K - $4.22K
|
2.01K
$71K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
108+ 60.34% |
$3.65K - $4K
|
287
$10.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
103+ 1.78% |
$3.48K - $3.82K
|
5.89K
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
75New |
$2.53K - $2.78K
|
75
$2.64K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
48New |
$1.62K - $1.78K
|
48
$1.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
25New |
$845 - $927
|
25
$881
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$338 - $371
|
10
$352
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 3.05% |
$270 - $296
|
270
$9.51K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6New |
$203 - $222
|
6
$211
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Sea Cliff Partners Management, LP
San Francisco, CA |
BUY
|
- |
256KNew |
$7.52M - $9.27M
|
256K
$9.03M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
92.4KNew |
$2.71M - $3.34M
|
92.4K
$3.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
60KNew |
$1.76M - $2.17M
|
60K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
30.9KNew |
$906K - $1.12M
|
30.9K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
24K+ 9.54% |
$705K - $869K
|
276K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.1KNew |
$561K - $691K
|
19.1K
$673K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
15.3KNew |
$448K - $552K
|
15.3K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
14.6K+ 268.32% |
$428K - $527K
|
20K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
13.5KNew |
$396K - $489K
|
13.5K
$476K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$373K - $460K
|
12.7K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12KNew |
$352K - $434K
|
12K
$423K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.2K+ 38.6% |
$329K - $405K
|
40.2K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
8.51KNew |
$250K - $308K
|
8.51K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.24KNew |
$242K - $298K
|
8.24K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.04K+ 26.75% |
$177K - $219K
|
28.6K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.94KNew |
$174K - $215K
|
5.94K
$209K
|
|