Latest Institutional Purchases of Artisan Partners Asset Management Inc. (APAM)
This list provides information on the latest institutional transactions involving Artisan Partners Asset Management Inc. (APAM) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
250New |
$6.73K - $10.1K
|
250
$10.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200New |
$5.39K - $8.1K
|
200
$8.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
181+ 11.75% |
$4.87K - $7.33K
|
1.72K
$70.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
168New |
$4.52K - $6.81K
|
168
$6.84K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
63New |
$1.7K - $2.55K
|
63
$2.57K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 1.29% |
$404 - $608
|
1.18K
$47.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14New |
$377 - $567
|
14
$570
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
50.4KNew |
$1.62M - $1.99M
|
50.4K
$2.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$32.1K - $39.6K
|
1K
$40.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
908New |
$29.2K - $35.9K
|
908
$37K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
772New |
$24.8K - $30.6K
|
772
$31.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
524New |
$16.8K - $20.7K
|
524
$21.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
456+ 7.42% |
$14.7K - $18K
|
6.6K
$269K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
431New |
$13.9K - $17.1K
|
431
$17.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
323New |
$10.4K - $12.8K
|
323
$13.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
250New |
$8.04K - $9.9K
|
250
$10.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
240+ 2.12% |
$7.71K - $9.5K
|
11.6K
$471K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
188New |
$6.04K - $7.44K
|
188
$7.66K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
100+ 50.0% |
$3.21K - $3.96K
|
300
$12.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
83New |
$2.67K - $3.29K
|
83
$3.38K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
76New |
$2.44K - $3.01K
|
76
$3.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
17New |
$546 - $673
|
17
$692
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$450 - $554
|
14
$570
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
14New |
$450 - $554
|
14
$570
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.12% |
$32.1 - $39.6
|
802
$32.7K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.9KNew |
$612K - $852K
|
17.9K
$729K
|
|
|
May 11, 2022
Q1 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
5.9KNew |
$202K - $281K
|
5.9K
$240K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1KNew |
$34.2K - $47.6K
|
1K
$40.7K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
175New |
$5.99K - $8.33K
|
175
$7.13K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
132New |
$4.51K - $6.29K
|
132
$5.38K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
62New |
$2.12K - $2.95K
|
62
$2.53K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
300K+ 100.0% |
$12.9M - $15.6M
|
600K
$24.4M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
11.5KNew |
$497K - $599K
|
11.5K
$469K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
10.4KNew |
$448K - $540K
|
10.4K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
200New |
$8.63K - $10.4K
|
200
$8.15K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
33New |
$1.42K - $1.72K
|
33
$1.34K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
172KNew |
$8.11M - $9.06M
|
172K
$7M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.94KNew |
$280K - $313K
|
5.94K
$242K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Fidelity National Financial, Inc.
Jacksonville, FL |
BUY
|
- |
150KNew |
$7.28M - $8.5M
|
150K
$6.11M
|
|
|
Aug 03, 2021
Q2 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.1K+ 35.14% |
$151K - $176K
|
11.9K
$486K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
42New |
$2.04K - $2.38K
|
42
$1.71K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27New |
$1.31K - $1.53K
|
27
$1.1K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
105KNew |
$4.84M - $5.71M
|
105K
$4.28M
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.5KNew |
$69.1K - $81.6K
|
1.5K
$61.1K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
177New |
$8.15K - $9.63K
|
177
$7.21K
|
|
|
May 12, 2021
Q1 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
137New |
$6.31K - $7.46K
|
137
$5.58K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
$38.3K - $50.7K
|
1K
$40.7K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.3KNew |
$41.4K - $87.6K
|
2.3K
$93.7K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
47New |
$1.4K - $1.58K
|
47
$1.91K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
934+ 1436.92% |
$30.5K - $38.6K
|
999
$40.7K
|
|