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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.94KNew |
$174K - $215K
|
5.94K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.4K+ 258.82% |
$129K - $159K
|
6.1K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 6360.0% |
$74.7K - $92.1K
|
2.58K
$91.1K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.97KNew |
$58K - $71.5K
|
1.97K
$69.6K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
680New |
$20K - $24.6K
|
680
$24K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
60New |
$1.76K - $2.17K
|
60
$2.11K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5New |
$147 - $181
|
5
$176
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 50.0% |
$147 - $181
|
15
$529
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
41.4KNew |
$959K - $1.26M
|
41.4K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.5KNew |
$314K - $412K
|
13.5K
$477K
|
|
|
Feb 29, 2024
Q4 2023
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
10.2KNew |
$237K - $311K
|
10.2K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.2KNew |
$213K - $280K
|
9.2K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.69KNew |
$178K - $234K
|
7.69K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.48KNew |
$173K - $228K
|
7.48K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.38K+ 148.34% |
$125K - $164K
|
9K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.69K+ 10.23% |
$62.4K - $82K
|
29K
$1.02M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 13.6% |
$41.3K - $54.3K
|
14.9K
$525K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.32K+ 12.76% |
$30.5K - $40.1K
|
11.6K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
925+ 13.02% |
$21.4K - $28.2K
|
8.03K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$11.6K - $15.2K
|
500
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
330New |
$7.65K - $10K
|
330
$11.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
114+ 19.13% |
$2.64K - $3.47K
|
710
$25K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
110New |
$2.55K - $3.35K
|
110
$3.88K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30New |
$695 - $913
|
30
$1.06K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$232 - $304
|
10
$352
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 10.53% |
$92.7 - $122
|
42
$1.48K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$23.2 - $30.4
|
15
$529
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
76.6KNew |
$1.92M - $2.45M
|
76.6K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.3KNew |
$611K - $778K
|
24.3K
$858K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
16.4K+ 7.1% |
$410K - $523K
|
247K
$8.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.8KNew |
$321K - $409K
|
12.8K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.02K+ 227.8% |
$50.6K - $64.4K
|
2.9K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
438+ 25.3% |
$11K - $14K
|
2.17K
$76.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
115+ 10.25% |
$2.88K - $3.67K
|
1.24K
$43.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40New |
$1K - $1.28K
|
40
$1.41K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
7New |
$176 - $224
|
7
$247
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
18.6KNew |
$488K - $611K
|
18.6K
$654K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.7KNew |
$283K - $354K
|
10.7K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.81KNew |
$232K - $290K
|
8.81K
$311K
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.1KNew |
$213K - $267K
|
8.1K
$285K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
100+ 0.19% |
$2.63K - $3.29K
|
52.5K
$1.85M
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107KNew |
$2.47M - $3.4M
|
107K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
50KNew |
$1.16M - $1.59M
|
50K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
31KNew |
$716K - $984K
|
31K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
29.5KNew |
$683K - $938K
|
29.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13.5KNew |
$311K - $427K
|
13.5K
$474K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
12.1KNew |
$281K - $385K
|
12.1K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
9.83KNew |
$227K - $312K
|
9.83K
$346K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.47KNew |
$80.3K - $110K
|
3.47K
$122K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
869New |
$20.1K - $27.6K
|
869
$30.6K
|
|