Purchases and Sales Made in Q3 2022 in Asset Mark Financial Holdings, Inc. (AMK)
This table provides information about the institutional ownership of Asset Mark Financial Holdings, Inc. (AMK) during Q3 2022. The information is specifically focused on institutions that hold shares of AssetMark Financial Holdings, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 300.0% |
$103 - $130
|
8
$282
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.01% |
$51.5 - $65.2
|
299
$10.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 0.14% |
$34.3 - $43.5
|
1.43K
$50.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 56.41% |
$378 - $478
|
17
$599
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-29- 0.03% |
$498 - $630
|
100K
$3.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-87- 31.29% |
$1.49K - $1.89K
|
191
$6.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-236- 48.16% |
$4.05K - $5.13K
|
254
$8.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-238- 0.48% |
$4.08K - $5.17K
|
49K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-366- 15.77% |
$6.28K - $7.96K
|
1.96K
$68.9K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-442- 1.58% |
$7.58K - $9.61K
|
27.5K
$969K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-600- 43.6% |
$10.3K - $13K
|
776
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.1K- 1.66% |
$18.9K - $23.9K
|
65.2K
$2.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.21K- 58.04% |
$20.7K - $26.2K
|
872
$30.7K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.22K- 2.99% |
$20.9K - $26.5K
|
39.5K
$1.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.29K- 15.99% |
$22.2K - $28.1K
|
6.78K
$239K
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 12.28% |
$24K - $30.4K
|
10K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.75K- 1.79% |
$30.1K - $38.1K
|
96.2K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-2.14K- 2.1% |
$36.7K - $46.5K
|
100K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.72K- 13.41% |
$63.8K - $80.9K
|
24K
$846K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.18K- 12.64% |
$71.8K - $90.9K
|
28.9K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.2K- 22.8% |
$89.2K - $113K
|
17.6K
$620K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.32K- 55.24% |
$91.2K - $116K
|
4.31K
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.69K- 6.7% |
$132K - $167K
|
107K
$3.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-47K- 52.47% |
$807K - $1.02M
|
42.6K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50.5K- 83.76% |
$866K - $1.1M
|
9.79K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-52.4K- 56.89% |
$899K - $1.14M
|
39.7K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62K- 96.06% |
$1.06M - $1.35M
|
2.55K
$89.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-71.4K- 49.78% |
$1.23M - $1.55M
|
72.1K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-77K- 9.22% |
$1.32M - $1.67M
|
759K
$26.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141K- 6.97% |
$2.42M - $3.06M
|
1.88M
$66.2M
|