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AssetMark Financial (AMK) Institutional Ownership

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-0.08 (-0.24%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for AssetMark Financial (NYSE:AMK)

Current
Institutional Ownership
Percentage
28.64%
Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$97.10M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$11.34M
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AMK Institutional Buying and Selling by Quarter

AssetMark Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Sei Investments Co.45,694$1.62M0.0%-17.8%0.061%
5/7/2024Susquehanna Fundamental Investments LLC12,696$450K0.0%N/A0.017%
5/7/2024 Horizon Investment Services LLC8,505$301K0.1%N/A0.011%
5/7/2024 SG Americas Securities LLC4,903$174K0.0%-12.9%0.007%
5/2/2024 Jennison Associates LLC1,874,673$66.38M0.0%+1.1%2.520%
4/29/2024 Principal Financial Group Inc.12,646$448K0.0%+45.9%0.017%
4/18/2024 Allspring Global Investments Holdings LLC21,188$750K0.0%-38.3%0.028%
4/16/2024 Hodges Capital Management Inc.60,000$2.12M0.1%N/A0.081%
4/5/2024 Los Angeles Capital Management LLC37,909$1.34M0.0%-50.4%0.051%
3/25/2024Quadrature Capital Ltd8,130$243K0.0%-23.1%0.011%
2/29/2024TT International Asset Management LTD10,206$305K0.0%N/A0.014%
2/14/2024Azora Capital LP465,355$13.94M1.2%+32.8%0.627%
2/13/2024Campbell & CO Investment Adviser LLC22,565$676K0.1%+70.8%0.030%
2/9/2024Quest Partners LLC18,613$557K0.1%N/A0.025%
2/9/2024Trexquant Investment LP10,969$329K0.0%N/A0.015%
2/9/2024Dynamic Technology Lab Private Ltd7,689$230K0.0%N/A0.010%
2/7/2024Dimensional Fund Advisors LP943,396$28.26M0.0%+11.7%1.270%
2/7/2024Jump Financial LLC14,894$446K0.0%+13.6%0.020%
2/7/2024 Teacher Retirement System of Texas29,010$869K0.0%-21.2%0.039%
2/6/2024Charles Schwab Investment Management Inc.171,489$5.14M0.0%+1.3%0.231%
2/6/2024One Charles Private Wealth Services LLC41,390$1.24M0.7%N/A0.056%
2/6/2024Swiss National Bank51,300$1.54M0.0%-9.8%0.069%
2/5/2024 Victory Capital Management Inc.14,614$438K0.0%+54.8%0.020%
2/1/2024 New York State Common Retirement Fund24,931$747K0.0%-8.1%0.034%
2/1/2024 Jennison Associates LLC1,853,384$55.51M0.0%+7.8%2.496%
1/31/2024Federated Hermes Inc.13,975$419K0.0%+2.8%0.019%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,027$240K0.0%+13.0%0.011%
1/30/2024Strs Ohio22,400$670K0.0%-3.9%0.030%
1/30/2024 Phocas Financial Corp.108,464$3.25M0.4%N/A0.146%
1/25/2024 Allspring Global Investments Holdings LLC34,329$1.03M0.0%-22.7%0.046%
1/24/2024 Arizona State Retirement System7,266$218K0.0%N/A0.010%
1/12/2024 SG Americas Securities LLC5,627$169K0.0%N/A0.008%
12/18/2023Vanguard Group Inc.2,085,366$52.30M0.0%+1.2%2.808%
12/6/2023Citigroup Inc.1,969$49K0.0%-79.6%0.003%
11/15/2023Adage Capital Partners GP L.L.C.787,960$19.76M0.0%+14.8%1.061%
11/14/2023Quadrature Capital Ltd10,579$265K0.0%+46.6%0.014%
11/13/2023Mcmorgan & Co. LLC128,863$3.23M0.6%+19.3%0.174%
11/13/2023Algert Global LLC106,460$2.67M0.1%-5.2%0.143%
11/13/2023Hsbc Holdings PLC9,166$231K0.0%N/A0.012%
11/13/2023FMR LLC105,898$2.66M0.0%+10.3%0.143%
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11/13/2023Aviva PLC22,352$561K0.0%-54.6%0.030%
11/9/2023Blair William & Co. IL274,157$6.88M0.0%-15.5%0.369%
11/8/2023Campbell & CO Investment Adviser LLC13,211$331K0.0%-38.6%0.018%
11/8/2023Charles Schwab Investment Management Inc.169,337$4.25M0.0%+4.9%0.228%
11/8/2023Swiss National Bank56,900$1.43M0.0%+1.1%0.077%
11/8/2023 New York Life Investment Management LLC11,321$284K0.0%-13.7%0.015%
11/7/2023 Quantbot Technologies LP3,240$81K0.0%N/A0.004%
11/7/2023Barclays PLC23,040$578K0.0%+18.9%0.031%
11/7/2023Jump Financial LLC13,111$329K0.0%-38.5%0.018%
11/6/2023Versor Investments LP13,100$329K0.1%N/A0.018%
11/6/2023 Los Angeles Capital Management LLC76,454$1.92M0.0%-4.2%0.103%
11/6/2023 Victory Capital Management Inc.9,441$237K0.0%N/A0.013%
11/3/2023 Lmcg Investments LLC36,487$915K0.1%N/A0.049%
10/31/2023 Teacher Retirement System of Texas36,821$923K0.0%-15.5%0.050%
10/31/2023 Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316%
10/27/2023 Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060%
10/26/2023 Mirae Asset Global Investments Co. Ltd.11,851$297K0.0%+6.1%0.016%
10/26/2023Strs Ohio23,300$584K0.0%+5.9%0.031%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank7,102$178K0.0%+40.8%0.010%
10/24/2023 Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141%
10/13/2023 Seneca House Advisors246,860$6.15M3.2%+7.1%0.332%
8/24/2023Alberta Investment Management Corp18,555$550K0.0%N/A0.025%
8/22/2023Virginia Retirement Systems ET AL52,541$1.56M0.0%N/A0.071%
8/14/2023Mcmorgan & Co. LLC108,026$3.20M0.6%+37.9%0.145%
8/14/2023West Tower Group LLC2,075$62K0.0%N/A0.003%
8/14/2023Cerity Partners LLC605,481$17.96M0.1%-8.1%0.815%
8/11/2023 Panagora Asset Management Inc.24,079$714K0.0%-54.2%0.032%
8/11/2023Campbell & CO Investment Adviser LLC21,513$638K0.1%N/A0.029%
8/11/2023Capital World Investors1,562,500$46.34M0.0%+3.2%2.104%
8/11/2023Covestor Ltd2,538$75K0.1%+22,972.7%0.003%
8/11/2023JPMorgan Chase & Co.2,924,875$86.75M0.0%+5.5%3.939%
8/11/2023ExodusPoint Capital Management LP10,952$325K0.0%-41.1%0.015%
8/7/2023Acadian Asset Management LLC9,023$266K0.0%-33.5%0.012%
8/7/2023 New York Life Investment Management LLC13,119$389K0.0%-13.3%0.018%
8/3/2023 Los Angeles Capital Management LLC79,832$2.37M0.0%+14.6%0.108%
8/3/2023 Jennison Associates LLC1,528,327$45.33M0.0%+60.1%2.068%
8/3/2023 Bank of New York Mellon Corp102,605$3.04M0.0%-4.1%0.139%
8/1/2023 Arizona State Retirement System7,265$215K0.0%+13.2%0.010%
7/31/2023Strs Ohio22,000$652K0.0%+7.8%0.030%
7/24/2023 Allspring Global Investments Holdings LLC61,443$1.82M0.0%N/A0.083%
7/20/2023 Seneca House Advisors230,500$6.84M3.4%-3.8%0.312%
7/19/2023 Teacher Retirement System of Texas43,594$1.29M0.0%+35.6%0.059%
7/19/2023 Summit Global Investments8,400$249K0.0%-83.1%0.011%
7/18/2023 Allspring Global Investments Holdings LLC61,443$1.82M0.0%N/A0.083%
7/13/2023 Phocas Financial Corp.106,642$3.16M0.4%N/A0.144%
7/6/2023 Livforsakringsbolaget Skandia Omsesidigt8,100$240K0.0%N/A0.011%
5/15/2023HBK Investments L P13,457$423K0.0%N/A0.018%
5/12/2023NewEdge Advisors LLC46,446$1.46M0.0%+3.3%0.063%
5/12/2023Dark Forest Capital Management LP6,639$209K0.1%N/A0.009%
5/12/2023Blair William & Co. IL347,725$10.94M0.0%+203.9%0.470%
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5/12/2023 Panagora Asset Management Inc.52,600$1.65M0.0%+1.9%0.071%
5/11/2023Acadian Asset Management LLC13,578$423K0.0%N/A0.018%
5/11/2023Cerity Partners LLC659,034$20.73M0.0%N/A0.892%
5/11/2023ExodusPoint Capital Management LP18,609$585K0.0%N/A0.025%
5/10/2023Connor Clark & Lunn Investment Management Ltd.9,829$309K0.0%N/A0.013%
5/8/2023 New York Life Investment Management LLC15,132$476K0.0%-40.6%0.020%
5/8/2023 Zurcher Kantonalbank Zurich Cantonalbank3,858$121K0.0%-27.8%0.005%
5/4/2023 Summit Global Investments49,845$1.57M0.1%+6.0%0.067%
5/4/2023Barclays PLC23,121$727K0.0%-20.1%0.031%
5/4/2023 Mirae Asset Global Investments Co. Ltd.11,769$370K0.0%N/A0.016%
(Data available from 1/1/2016 forward)

AMK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AMK shares?

During the previous two years, 78 institutional investors and hedge funds held shares of AssetMark Financial. The most heavily invested institutionals were JPMorgan Chase & Co. ($86.75M), Jennison Associates LLC ($66.38M), Vanguard Group Inc. ($52.30M), Capital World Investors ($46.34M), Dimensional Fund Advisors LP ($28.26M), Mercer Global Advisors Inc. ADV ($24.54M), and Adage Capital Partners GP L.L.C. ($19.76M).Learn more on AMK's institutional investors.

What percentage of AssetMark Financial stock is owned by institutional investors?

28.64% of AssetMark Financial stock is owned by institutional investors. Learn more on AMK's institutional investor holdings.

Which institutional investors have been buying AssetMark Financial stock?

Of the 75 institutional investors that purchased AssetMark Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($1.11M), Cerity Partners LLC ($659.03K), JPMorgan Chase & Co. ($411.06K), Blair William & Co. IL ($347.73K), Seneca House Advisors ($255.86K), Phocas Financial Corp. ($215.11K), and Allspring Global Investments Holdings LLC ($122.89K).

How much institutional buying is happening at AssetMark Financial?

Institutional investors have bought a total of 4,624,880 shares in the last 24 months. This purchase volume represents approximately $130.01M in transactions.

Which AssetMark Financial major shareholders have been selling company stock?

Of the 30 institutional investors that sold AssetMark Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($142.76K), Mercer Global Advisors Inc. ADV ($100.25K), Los Angeles Capital Management LLC ($94.47K), Cerity Partners LLC ($53.55K), Blair William & Co. IL ($50.23K), Summit Global Investments ($43.44K), and Allspring Global Investments Holdings LLC ($40.26K).

How much institutional selling is happening at AssetMark Financial?

Institutional investors have sold a total of 733,159 shares in the last 24 months. This volume of shares sold represents approximately $18.98M in transactions.


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This page (NYSE:AMK) was last updated on 5/9/2024 by MarketBeat.com Staff

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