Who owns Assetmark Financial Hldg?
- Ticker: AMK
- CUSIP Number: 04546l106
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Analyze quarterly positions in Assetmark Financial Hldg with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Assetmark Financial Hldg stock
Who bought or sold Assetmark Financial Hldg this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 2.6M | $93M | -12% | Mar 2024 |
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| Vanguard Group | 2.1M | $76M | 1% | Mar 2024 |
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| Jennison Associates | 1.9M | $66M | 1% | Mar 2024 |
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| BlackRock | 1.9M | $66M | 6% | Mar 2024 |
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| T. Rowe Price Investment Management | 1.2M | $42M | -28% | Mar 2024 |
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| Dimensional Fund Advisors | 1.1M | $38M | 13% | Mar 2024 |
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| Henderson Group | 726k | $26M | -1% | Mar 2024 |
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| HPM Partners | 606k | $22M | 0% | Mar 2024 |
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| Morgan Stanley | 540k | $19M | 195% | Mar 2024 |
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| Azora Capital | 519k | $18M | 48% | Mar 2024 |
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| Geode Capital Management | 477k | $17M | 8% | Mar 2024 |
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| Nuveen Asset Management | 477k | $17M | 90% | Mar 2024 |
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| Adage Capital Partners GP | 473k | $17M | -40% | Mar 2024 |
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| William Blair $ Company | 334k | $12M | 4% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 304k | $11M | 2474% | Mar 2024 |
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| PRIMECAP Management Company | 252k | $7.5M | 0% | Dec 2023 |
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| Stony Point Wealth Management | 247k | $8.7M | 0% | Mar 2024 |
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| Millennium Management | 215k | $7.6M | -54% | Mar 2024 |
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| Northern Trust | 203k | $7.2M | -6% | Mar 2024 |
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| Charles Schwab Investment Management | 190k | $6.7M | 11% | Mar 2024 |
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| Mcmorgan & Co | 135k | $4.8M | 5% | Mar 2024 |
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| FMR | 134k | $4.7M | 27% | Mar 2024 |
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| Goldman Sachs Group | 131k | $4.6M | 17% | Mar 2024 |
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| First Trust Advisors | 125k | $4.4M | 26% | Mar 2024 |
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| Bank of New York Mellon | 113k | $4.0M | -4% | Mar 2024 |
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| Phocas Financial | 106k | $3.7k | -3% | Mar 2024 |
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| Algert Coldiron Investors | 95k | $2.9M | -10% | Dec 2023 |
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| Seizert Capital Partners | 92k | $3.3M | 100% | Mar 2024 |
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| Bank of America Corporation | 69k | $2.4M | -40% | Mar 2024 |
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| Two Sigma Advisers | 69k | $2.4M | -41% | Mar 2024 |
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| Qube Research & Technologies | 66k | $2.4M | 121% | Mar 2024 |
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| Citadel Advisors | 66k | $2.3M | 107% | Mar 2024 |
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| Hodges Capital Management | 60k | $2.1M | 100% | Mar 2024 |
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| Marshall Wace | 56k | $2.0M | 100% | Mar 2024 |
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| Swiss National Bank | 51k | $1.8M | 0% | Mar 2024 |
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| Sei Investments | 46k | $1.6M | -24% | Mar 2024 |
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| One Charles Private Wealth Services | 41k | $1.5M | 0% | Mar 2024 |
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| Teacher Retirement System Of Texas | 40k | $1.4M | 39% | Mar 2024 |
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| UBS Group | 39k | $1.4M | 2% | Mar 2024 |
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| Thomas Stevens, CFA" | 38k | $1.3M | -50% | Mar 2024 |
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| Barclays | 38k | $1.3M | -25% | Mar 2024 |
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| Rhumbline Advisers | 31k | $1.1M | -2% | Mar 2024 |
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| ExodusPoint Capital Management | 30k | $1.0M | -30% | Mar 2024 |
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| Credit Suisse | 29k | $1.0M | 0% | Mar 2024 |
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| Campbell & Co. Investment Adviser | 29k | $1.0M | 117% | Mar 2024 |
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| Ubs Global Asset Management Americas | 28k | $982k | 44% | Mar 2024 |
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| California State Teachers Retirement System | 26k | $906k | -8% | Mar 2024 |
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| Lee Munder Capital Group | 26k | $905k | -30% | Mar 2024 |
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| New York State Common Retirement Fund | 25k | $883k | 0% | Mar 2024 |
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| Legal & General Group | 23k | $813k | 2% | Mar 2024 |
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| Goss Wealth Management | 23k | $804k | -25% | Mar 2024 |
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| Susquehanna International | 21k | $753k | -68% | Mar 2024 |
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| Allspring Global Investments Holdings | 21k | $750k | -38% | Mar 2024 |
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| Alliancebernstein | 20k | $590k | 0% | Dec 2023 |
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| American Century Companies | 20k | $697k | 142% | Mar 2024 |
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| Zacks Investment Management | 19k | $676k | 100% | Mar 2024 |
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| Two Sigma Investments | 19k | $674k | -80% | Mar 2024 |
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| Harbor Capital Advisors | 18k | $650k | 100% | Mar 2024 |
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| Dark Forest Capital Management | 17k | $608k | 100% | Mar 2024 |
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| Engineers Gate Manager | 17k | $590k | -45% | Mar 2024 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 17k | $584k | -26% | Mar 2024 |
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| Cubist Systematic Strategies | 17k | $583k | -24% | Mar 2024 |
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| Arrowstreet Capital, Limited Partnership | 16k | $576k | 100% | Mar 2024 |
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| Jane Street | 15k | $541k | 34% | Mar 2024 |
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| State of Wisconsin Investment Board | 15k | $540k | 100% | Mar 2024 |
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| Wells Fargo & Company | 15k | $530k | 158% | Mar 2024 |
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| Jump Financial | 15k | $446k | 14% | Dec 2023 |
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| Federated Investors | 14k | $419k | 3% | Dec 2023 |
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| Nebula Research & Development | 14k | $486k | 2% | Mar 2024 |
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| State of Tennessee, Treasury Department | 13k | $468k | 100% | Mar 2024 |
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| PanAgora Asset Management | 13k | $467k | -45% | Mar 2024 |
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| Susquehanna Fundamental Investments | 13k | $450k | 100% | Mar 2024 |
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| Principal Financial Group | 13k | $448k | 46% | Mar 2024 |
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| Hrt Financial | 13k | $444k | 100% | Mar 2024 |
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| Victory Capital Management | 13k | $443k | -14% | Mar 2024 |
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| AQR Capital Management | 12k | $431k | -47% | Mar 2024 |
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| Yarbrough Capital | 12k | $430k | 0% | Mar 2024 |
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| Squarepoint Ops | 12k | $425k | 100% | Mar 2024 |
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| Mirae Asset Global Investments | 12k | $420k | -1% | Mar 2024 |
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| Martingale Asset Management | 12k | $348k | 13% | Dec 2023 |
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| MetLife Investment Advisors | 11k | $341k | 0% | Dec 2023 |
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| Hsbc Holdings | 11k | $335k | 20% | Dec 2023 |
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| Trexquant Investment | 11k | $329k | 100% | Dec 2023 |
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| American International | 11k | $327k | 0% | Dec 2023 |
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| Arp Americas | 11k | $372k | -20% | Mar 2024 |
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| New York Life Investment Management | 10k | $359k | -8% | Mar 2024 |
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| Citigroup | 10k | $356k | 37% | Mar 2024 |
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| Allianz Asset Management | 9.2k | $276k | 100% | Dec 2023 |
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| Horizon Investment Services | 8.5k | $301k | 100% | Mar 2024 |
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| Axa | 8.2k | $292k | -80% | Mar 2024 |
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| Zurcher Kantonalbank | 8.0k | $284k | 0% | Mar 2024 |
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| Ing Investment Management | 7.5k | $267k | -19% | Mar 2024 |
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| Keybank National Association | 7.5k | $265k | 100% | Mar 2024 |
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| Arizona State Retirement System | 7.1k | $253k | -2% | Mar 2024 |
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| T. Rowe Price Associates | 6.3k | $223k | 100% | Mar 2024 |
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| Aquatic Capital Management | 6.1k | $216k | 259% | Mar 2024 |
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| Verition Fund Management | 5.9k | $210k | 100% | Mar 2024 |
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| Quest Partners | 5.8k | $205k | -69% | Mar 2024 |
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| Sandler O'Neill Asset Management | 5.4k | $163k | 100% | Dec 2023 |
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| SG Americas Securities | 4.9k | $174k | -13% | Mar 2024 |
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| Russell Investments | 3.5k | $125k | -29% | Mar 2024 |
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| State of Wyoming | 2.6k | $92k | -14% | Mar 2024 |
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| Acadian Asset Management | 2.6k | $91k | -71% | Mar 2024 |
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| Summit Investment Advisors | 2.2k | $77k | 0% | Mar 2024 |
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| C.M. Bidwell & Associates | 2.0k | $70k | 100% | Mar 2024 |
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| New York State Teachers Retirement System | 1.9k | $67k | 0% | Mar 2024 |
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| Lazard Asset Management | 1.7k | $52k | 100% | Dec 2023 |
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| Point72 Asia | 1.7k | $59k | 100% | Mar 2024 |
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| Signature | 1.7k | $59k | -1% | Mar 2024 |
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| Advisor Group Holdings | 1.7k | $59k | 100% | Mar 2024 |
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| Metropolitan Life Insurance Company | 1.2k | $37k | 0% | Dec 2023 |
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| Simplex Trading | 1.2k | $42k | 100% | Mar 2024 |
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| Pnc Financial Services | 980.00 | $35k | 0% | Mar 2024 |
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| Covestor | 775.00 | $27k | -43% | Mar 2024 |
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| Amalgamated Bank | 756.00 | $27k | -76% | Mar 2024 |
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| Quadrant Capital | 710.00 | $25k | 0% | Mar 2024 |
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| Point72 | 680.00 | $24k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 500.00 | $18k | 0% | Mar 2024 |
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| Royal Bank of Canada | 493.00 | $17k | -91% | Mar 2024 |
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| Tower Research Capital | 389.00 | $14k | 51% | Mar 2024 |
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| Parallel Advisors | 262.00 | $9.3k | 0% | Mar 2024 |
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| Hillsdale Investment Management | 190.00 | $6.7k | 100% | Mar 2024 |
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| CWM | 179.00 | $6.0k | 5% | Mar 2024 |
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| Zrc Wealth Management | 110.00 | $3.9k | 0% | Mar 2024 |
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| Us Bancorp | 73.00 | $2.6k | 100% | Mar 2024 |
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| Quarry | 60.00 | $2.1k | 100% | Mar 2024 |
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| JFS Wealth Advisors | 42.00 | $1.5k | 0% | Mar 2024 |
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| Venturi Wealth Management | 33.00 | $1.2k | -25% | Mar 2024 |
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| GAMMA Investing | 30.00 | $1.1k | 0% | Mar 2024 |
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| Farther Finance Advisors | 16.00 | $557.000000 | -24% | Mar 2024 |
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| SJS Investment Consulting | 15.00 | $532.000500 | 0% | Mar 2024 |
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| Hanson McClain Advisors | 15.00 | $532.000500 | 50% | Mar 2024 |
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| DiNuzzo Private Wealth | 10.00 | $355.000000 | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 5.00 | $177.000000 | 100% | Mar 2024 |
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| Tfo-tdc | 2.00 | $71.000000 | -100% | Mar 2024 |
|
Who sold out of Assetmark Financial Hldg?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2023 | 76k | $2.3M |
| Y-Intercept | Sep 2023 | 24k | $611k |
| D. E. Shaw & Co | Dec 2023 | 15k | $448k |
| GSA Capital Partners | Dec 2023 | 14k | $431k |
| Franklin Resources | Dec 2023 | 11k | $322k |
| Quadrature Capital | Sep 2023 | 11k | $265k |
| TT International Asset Management | Dec 2023 | 10k | $305k |
| Point72 Asset Management | Dec 2023 | 9.0k | $270k |
| Dynamic Technology Lab Private | Dec 2023 | 7.7k | $230k |
| Quantbot Technologies | Sep 2023 | 3.2k | $81k |
| West Tower Group | Dec 2023 | 212.00 | $6.3k |
| First Manhattan | Sep 2023 | 7.00 | $175.000000 |
| Point72 Middle East FZE | Dec 2023 | 4.00 | $120.000000 |