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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
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Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Secret Bull Market Starts in This Unusual Sector (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
The only accurate crypto trading system I know … (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
Is AI Energy Really 4 Million Times More Powerful Than Oil? (Surprising Answer) (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Secret Bull Market Starts in This Unusual Sector (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
The only accurate crypto trading system I know … (Ad)
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
Is AI Energy Really 4 Million Times More Powerful Than Oil? (Surprising Answer) (Ad)
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
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AssetMark Financial (AMK) Institutional Ownership

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$34.74
+0.24 (+0.70%)
(As of 04/19/2024 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)
93
Total
Institutional Inflows
(last 12 months)
$137.90M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$42.37M
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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
4/18/2024Allspring Global Investments Holdings LLC21,188$750K0.0%-38.3%0.028%
4/16/2024Hodges 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%
3/11/2024Vanguard Group Inc.2,116,522$63.39M0.0%+1.5%2.850%
3/1/2024Goldman Sachs Group Inc.111,950$3.35M0.0%+46.4%0.151%
2/29/2024TT International Asset Management LTD10,206$305K0.0%N/A0.014%
2/16/2024GSA Capital Partners LLP14,391$431K0.0%-43.0%0.019%
2/15/2024Legal & General Group Plc22,581$676K0.0%+1.5%0.030%
2/15/2024Barclays PLC50,091$1.50M0.0%+117.4%0.067%
2/15/2024Vanguard Group Inc.2,116,522$63.39M0.0%+1.5%2.850%
2/15/2024Nuveen Asset Management LLC318,445$9.54M0.0%+26.6%0.429%
2/15/2024OLD Mission Capital LLC13,530$405K0.0%N/A0.018%
2/14/2024Royal Bank of Canada5,218$156K0.0%+89.5%0.007%
2/14/2024Point72 Asset Management L.P.9,000$270K0.0%+148.3%0.012%
2/14/2024Cubist Systematic Strategies LLC21,633$648K0.0%-35.3%0.029%
2/14/2024Nebula Research & Development LLC16,453$493K0.1%+22.4%0.022%
2/14/2024Azora Capital LP465,355$13.94M1.2%+32.8%0.627%
2/14/2024Sei Investments Co.55,576$1.67M0.0%-7.1%0.075%
2/14/2024Quadrature Capital Ltd8,130$243K0.0%-23.1%0.011%
2/13/2024Northern Trust Corp222,793$6.67M0.0%+3.0%0.300%
2/13/2024Tower Research Capital LLC TRC 6,085$182K0.0%+2,258.5%0.008%
2/13/2024First Trust Advisors LP64,824$1.94M0.0%-35.0%0.087%
2/13/2024Goldman Sachs Group Inc.111,950$3.35M0.0%+46.4%0.151%
2/13/2024The Manufacturers Life Insurance Company 12,660$379K0.0%-3.6%0.017%
2/13/2024Campbell & CO Investment Adviser LLC22,565$676K0.1%+70.8%0.030%
2/13/2024California State Teachers Retirement System26,759$801K0.0%-3.5%0.036%
2/12/2024Allianz Asset Management GmbH9,201$276K0.0%N/A0.012%
2/12/2024Hsbc Holdings PLC11,043$335K0.0%+20.5%0.015%
2/9/2024Quest Partners LLC18,613$557K0.1%N/A0.025%
2/9/2024Trexquant Investment LP10,969$329K0.0%N/A0.015%
2/9/2024UBS Group AG38,723$1.16M0.0%+24.8%0.052%
2/9/2024Dynamic Technology Lab Private Ltd7,689$230K0.0%N/A0.010%
2/9/2024Norges Bank76,200$2.28M0.0%N/A0.103%
2/7/2024Principal Financial Group Inc.8,666$260K0.0%N/A0.012%
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%
2/7/2024Teacher 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%
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2/6/2024Swiss National Bank51,300$1.54M0.0%-9.8%0.069%
2/5/2024Victory Capital Management Inc.14,614$438K0.0%+54.8%0.020%
2/1/2024New York State Common Retirement Fund24,931$747K0.0%-8.1%0.034%
2/1/2024Jennison Associates LLC1,853,384$55.51M0.0%+7.8%2.496%
1/31/2024Federated Hermes Inc.13,975$419K0.0%+2.8%0.019%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 8,027$240K0.0%+13.0%0.011%
1/30/2024Strs Ohio22,400$670K0.0%-3.9%0.030%
1/30/2024Phocas Financial Corp.108,464$3.25M0.4%N/A0.146%
1/25/2024Allspring Global Investments Holdings LLC34,329$1.03M0.0%-22.7%0.046%
1/24/2024Arizona State Retirement System7,266$218K0.0%N/A0.010%
1/12/2024SG 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%
11/24/2023Deutsche Bank AG11,779$295K0.0%+16.7%0.016%
11/16/2023Tudor Investment Corp Et Al8,415$211K0.0%-84.9%0.011%
11/15/2023The Manufacturers Life Insurance Company 13,127$329K0.0%+28.5%0.018%
11/15/2023GSA Capital Partners LLP25,259$633K0.1%+134.1%0.034%
11/15/2023Sei Investments Co.59,854$1.50M0.0%+31.0%0.081%
11/15/2023JPMorgan Chase & Co.3,010,408$75.50M0.0%+2.9%4.054%
11/15/2023Legal & General Group Plc22,244$558K0.0%+17.6%0.030%
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%
11/14/2023California State Teachers Retirement System27,718$695K0.0%-7.8%0.037%
11/14/2023Qube Research & Technologies Ltd30,063$754K0.0%+31.2%0.040%
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%
11/13/2023Northern Trust Corp216,235$5.42M0.0%+2.3%0.291%
11/13/2023Hsbc Holdings PLC9,166$231K0.0%N/A0.012%
11/13/2023Invesco Ltd.60,013$1.51M0.0%-74.6%0.081%
11/13/2023FMR LLC105,898$2.66M0.0%+10.3%0.143%
11/13/2023Aviva PLC22,352$561K0.0%-54.6%0.030%
11/9/2023Rhumbline Advisers31,684$795K0.0%-1.5%0.043%
11/9/2023Deutsche Bank AG11,779$295K0.0%+16.7%0.016%
11/9/2023Citigroup Inc.1,969$49K0.0%-79.6%0.003%
11/9/2023Blair William & Co. IL274,157$6.88M0.0%-15.5%0.369%
11/9/2023UBS Group AG31,019$778K0.0%-2.5%0.042%
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%
11/8/2023New York Life Investment Management LLC11,321$284K0.0%-13.7%0.015%
11/7/2023Quantbot 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%
11/6/2023Victory Capital Management Inc.9,441$237K0.0%N/A0.013%
11/3/2023Lmcg Investments LLC36,487$915K0.1%N/A0.049%
10/31/2023Teacher Retirement System of Texas36,821$923K0.0%-15.5%0.050%
10/31/2023Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316%
10/27/2023Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060%
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10/26/2023Mirae Asset Global Investments Co. Ltd.11,851$297K0.0%+6.1%0.016%
10/26/2023Strs Ohio23,300$584K0.0%+5.9%0.031%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank7,102$178K0.0%+40.8%0.010%
10/24/2023Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141%
10/13/2023Seneca 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%
8/21/2023California State Teachers Retirement System30,070$892K0.0%+9.4%0.040%
8/16/2023Nuveen Asset Management LLC242,891$7.20M0.0%-31.0%0.327%
8/15/2023Alliancebernstein L.P.19,690$584K0.0%+8.8%0.027%
(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, 127 institutional investors and hedge funds held shares of AssetMark Financial. The most heavily invested institutionals were JPMorgan Chase & Co. ($75.50M), Vanguard Group Inc. ($63.39M), Jennison Associates LLC ($55.51M), T. Rowe Price Investment Management Inc. ($54.01M), BlackRock Inc. ($51.80M), Capital World Investors ($46.34M), and Price T Rowe Associates Inc. MD ($44.04M).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 119 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 ($1.09M), Cerity Partners LLC ($659.03K), Dimensional Fund Advisors LP ($570.97K), JPMorgan Chase & Co. ($496.59K), Blair William & Co. IL ($347.73K), Seneca House Advisors ($255.86K), and Phocas Financial Corp. ($215.11K).

How much institutional buying is happening at AssetMark Financial?

Institutional investors have bought a total of 6,756,048 shares in the last 24 months. This purchase volume represents approximately $185.25M in transactions.

Which AssetMark Financial major shareholders have been selling company stock?

Of the 61 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. ($391.78K), BlackRock Inc. ($356.42K), Nuveen Asset Management LLC ($289.45K), Invesco Ltd. ($176.25K), Millennium Management LLC ($114.89K), Mercer Global Advisors Inc. ADV ($100.25K), and Los Angeles Capital Management LLC ($94.47K).

How much institutional selling is happening at AssetMark Financial?

Institutional investors have sold a total of 2,463,920 shares in the last 24 months. This volume of shares sold represents approximately $63.18M in transactions.


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This page (NYSE:AMK) was last updated on 4/19/2024 by MarketBeat.com Staff

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