LPL Financial’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Sell |
10,809
-972
| -8% | -$293K | ﹤0.01% | 3131 |
|
|
2025
Q4 | $3.4M | Buy |
11,781
+5,571
| +90% | +$1.44M | ﹤0.01% | 2888 |
|
|
2025
Q3 | $1.48M | Buy |
6,210
+2,769
| +80% | +$610K | ﹤0.01% | 3614 |
|
|
2025
Q2 | $677K | Sell |
3,441
-1,224
| -26% | -$212K | ﹤0.01% | 4114 |
|
|
2025
Q1 | $784K | Buy |
4,665
+163
| +4% | +$28.4K | ﹤0.01% | 3759 |
|
|
2024
Q4 | $833K | Buy |
4,502
+933
| +26% | +$174K | ﹤0.01% | 3651 |
|
|
2024
Q3 | $635K | Sell |
3,569
-88
| -2% | -$14.9K | ﹤0.01% | 3799 |
|
|
2024
Q2 | $571K | Sell |
3,657
-239
| -6% | -$38.1K | ﹤0.01% | 3755 |
|
|
2024
Q1 | $652K | Buy |
3,896
+796
| +26% | +$124K | ﹤0.01% | 3557 |
|
|
2023
Q4 | $469K | Buy |
3,100
+191
| +7% | +$25.7K | ﹤0.01% | 3718 |
|
|
2023
Q3 | $379K | Sell |
2,909
-347
| -11% | -$48.5K | ﹤0.01% | 3711 |
|
|
2023
Q2 | $488K | Sell |
3,256
-2,109
| -39% | -$302K | ﹤0.01% | 3468 |
|
|
2023
Q1 | $764K | Sell |
5,365
-1,627
| -23% | -$257K | ﹤0.01% | 2973 |
|
|
2022
Q4 | $1.11M | Buy |
6,992
+281
| +4% | +$39.8K | ﹤0.01% | 2569 |
|
|
2022
Q3 | $751K | Buy |
6,711
+2,714
| +68% | +$341K | ﹤0.01% | 2768 |
|
|
2022
Q2 | $466K | Buy |
3,997
+2,119
| +113% | +$273K | ﹤0.01% | 3272 |
|
|
2022
Q1 | $265K | Sell |
1,878
-1,611
| -46% | -$231K | ﹤0.01% | 3660 |
|
|
2021
Q4 | $574K | Buy |
3,489
+38
| +1% | +$6.37K | ﹤0.01% | 3160 |
|
|
2021
Q3 | $521K | Sell |
3,451
-1
| -0% | -$164 | ﹤0.01% | 3179 |
|
|
2021
Q2 | $532K | Sell |
3,452
-7
| -0.2% | -$1.12K | ﹤0.01% | 3101 |
|
|
2021
Q1 | $515K | Sell |
3,459
-2,394
| -41% | -$313K | ﹤0.01% | 2997 |
|
|
2020
Q4 | $595K | Buy |
5,853
+72
| +1% | +$6.22K | ﹤0.01% | 2599 |
|
|
2020
Q3 | $395K | Sell |
5,781
-283
| -5% | -$19.8K | ﹤0.01% | 2674 |
|
|
2020
Q2 | $452K | Sell |
6,064
-50
| -0.8% | -$3.38K | ﹤0.01% | 2483 |
|
|
2020
Q1 | $362K | Buy |
6,114
+395
| +7% | +$29.6K | ﹤0.01% | 2340 |
|
|
2019
Q4 | $485K | Sell |
5,719
-2,243
| -28% | -$184K | ﹤0.01% | 2396 |
|
|
2019
Q3 | $664K | Sell |
7,962
-233
| -3% | -$19.5K | ﹤0.01% | 2043 |
|
|
2019
Q2 | $755K | Sell |
8,195
-370
| -4% | -$36.3K | ﹤0.01% | 1939 |
|
|
2019
Q1 | $923K | Buy |
8,565
+6,181
| +259% | +$657K | ﹤0.01% | 1705 |
|
|
2018
Q4 | $232K | Sell |
2,384
-4,555
| -66% | -$514K | ﹤0.01% | 2686 |
|
|
2018
Q3 | $949K | Sell |
6,939
-316
| -4% | -$46.7K | ﹤0.01% | 1708 |
|
|
2018
Q2 | $1.08M | Buy |
7,255
+664
| +10% | +$109K | ﹤0.01% | 1578 |
|
|
2018
Q1 | $1.24M | Sell |
6,591
-427
| -6% | -$83.2K | ﹤0.01% | 1445 |
|
|
2017
Q4 | $1.44M | Sell |
7,018
-618
| -8% | -$120K | ﹤0.01% | 1278 |
|
|
2017
Q3 | $1.44M | Buy |
7,636
+2,984
| +64% | +$531K | 0.01% | 1192 |
|
|
2017
Q2 | $787K | Buy |
4,652
+202
| +5% | +$32.2K | ﹤0.01% | 1542 |
|
|
2017
Q1 | $725K | Buy |
4,450
+625
| +16% | +$98.9K | ﹤0.01% | 1496 |
|
|
2016
Q4 | $558K | Buy |
3,825
+544
| +17% | +$79K | ﹤0.01% | 1659 |
|
|
2016
Q3 | $482K | Buy |
3,281
+284
| +9% | +$40.7K | ﹤0.01% | 1752 |
|
|
2016
Q2 | $397K | Sell |
2,997
-61
| -2% | -$9.98K | ﹤0.01% | 1861 |
|
|
2016
Q1 | $487K | Buy |
3,058
+1,410
| +86% | +$197K | ﹤0.01% | 2173 |
|
|
2015
Q4 | $255K | Sell |
1,648
-3,100
| -65% | -$533K | ﹤0.01% | 2656 |
|
|
2015
Q3 | $828K | Sell |
4,748
-1,225
| -21% | -$241K | ﹤0.01% | 1388 |
|
|
2015
Q2 | $1.29M | Buy |
5,973
+1,139
| +24% | +$253K | 0.01% | 1174 |
|
|
2015
Q1 | $1.04M | Sell |
4,834
-1,598
| -25% | -$337K | 0.01% | 1327 |
|
|
2014
Q4 | $1.36M | Buy |
6,432
+449
| +8% | +$89.2K | 0.01% | 1098 |
|
|
2014
Q3 | $1.17M | Buy |
5,983
+226
| +4% | +$46.1K | 0.01% | 1171 |
|
|
2014
Q2 | $1.18M | Sell |
5,757
-571
| -9% | -$110K | 0.01% | 1207 |
|
|
2014
Q1 | $1.27M | Sell |
6,328
-616
| -9% | -$121K | 0.01% | 1114 |
|
|
2013
Q4 | $1.51M | Buy |
6,944
+404
| +6% | +$80.6K | 0.01% | 995 |
|
|
2013
Q3 | $1.24M | Sell |
6,540
-1,137
| -15% | -$202K | 0.01% | 1058 |
|
|
2013
Q2 | $1.26M | Buy |
+7,677
| New | +$1.21M | 0.01% | 973 |
|
Other funds holding AMG
VPM
VCM
AI
