Latest Institutional Transactions on Artisan Partners Asset Management Inc. (APAM)
This table provides information on the latest institutional transactions involving Artisan Partners Asset Management Inc. (APAM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122K+ 1.15% |
$4.85M - $5.7M
|
10.7M
$452M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.3K+ 81.44% |
$449K - $527K
|
25.1K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
797+ 75.62% |
$31.7K - $37.3K
|
1.85K
$78.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
44.6KNew |
$1.78M - $2.09M
|
44.6K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12KNew |
$479K - $562K
|
12K
$509K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
2.54KNew |
$101K - $119K
|
2.54K
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-61- 0.19% |
$2.43K - $2.85K
|
31.5K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-250- 2.13% |
$9.95K - $11.7K
|
11.5K
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.5KNew |
$99.5K - $117K
|
2.5K
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 4.62% |
$358 - $421
|
186
$7.87K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
29New |
$1.15K - $1.36K
|
29
$1.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
70+ 14.2% |
$2.79K - $3.27K
|
563
$23.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$39.8 - $46.7
|
1
$42.3
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.87K- 48.26% |
$194K - $228K
|
5.22K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
110KNew |
$4.37M - $5.13M
|
110K
$4.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-436- 5.15% |
$17.4K - $20.4K
|
8.03K
$340K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
382+ 1.47% |
$15.2K - $17.9K
|
26.4K
$1.12M
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$327 - $366
|
8
$338
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
407+ 8.97% |
$16.7K - $18.6K
|
4.94K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
784+ 2.41% |
$32.1K - $35.9K
|
33.3K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-37.7K- 44.71% |
$1.54M - $1.73M
|
46.7K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 7.61% |
$17.8K - $19.9K
|
5.28K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.37KNew |
$261K - $292K
|
6.37K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.2KNew |
$500K - $560K
|
12.2K
$517K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.61K- 26.79% |
$107K - $119K
|
7.13K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14New |
$573 - $641
|
14
$592
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
65+ 83.33% |
$2.66K - $2.98K
|
143
$6.05K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-344- 9.71% |
$14.1K - $15.7K
|
3.2K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.3KNew |
$135K - $151K
|
3.3K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
16KNew |
$656K - $734K
|
16K
$678K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$40.9 - $45.8
|
1
$42.3
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-295- 0.87% |
$12.1K - $13.5K
|
33.5K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
82New |
$3.36K - $3.75K
|
82
$3.47K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
479New |
$19.6K - $21.9K
|
479
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-571- 0.38% |
$23.4K - $26.1K
|
150K
$6.34M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-26- 40.0% |
$1.06K - $1.19K
|
39
$1.65K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.56KNew |
$187K - $209K
|
4.56K
$193K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-275- 1.05% |
$11.3K - $12.6K
|
26K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.3K+ 18.21% |
$666K - $745K
|
106K
$4.47M
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-14.5K- 10.04% |
$592K - $662K
|
130K
$5.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.58KNew |
$269K - $301K
|
6.58K
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.56KNew |
$187K - $209K
|
4.56K
$193K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$440K - $492K
|
10.8K
$455K
|
|
|
Apr 23, 2024
Q1 2024
|
Origin Asset Management LLP
London, X0 |
BUY
|
- |
4.6KNew |
$188K - $211K
|
4.6K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
9.17KNew |
$375K - $420K
|
9.17K
$388K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2025
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.1KNew |
$359K - $504K
|
11.1K
$471K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.4KNew |
$174K - $244K
|
5.4K
$228K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2KNew |
$362K - $508K
|
11.2K
$475K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$35K - $49.2K
|
1.09K
$46K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 7.69% |
$580 - $814
|
252
$10.7K
|
|