Affiliated Managers shares owned by LPL Financial
Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Affiliated Managers
Tip: Access up to 7 years of quarterly data
All positions including Affiliated Managers held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Affiliated Managers by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 12k | 288.28 |
| 2025-09-30 | $1.5M | 6.2k | 238.41 |
| 2025-06-30 | $677k | 3.4k | 196.74 |
| 2025-03-31 | $784k | 4.7k | 168.03 |
| 2024-12-31 | $833k | 4.5k | 184.92 |
| 2024-09-30 | $635k | 3.6k | 177.80 |
| 2024-06-30 | $571k | 3.7k | 156.23 |
| 2024-03-31 | $653k | 3.9k | 167.47 |
| 2023-09-30 | $379k | 2.9k | 130.34 |
| 2023-06-30 | $488k | 3.3k | 149.89 |
| 2023-03-31 | $764k | 5.4k | 142.42 |
| 2022-12-31 | $1.1M | 7.0k | 158.43 |
| 2022-09-30 | $751k | 6.7k | 111.91 |
| 2022-06-30 | $466k | 4.0k | 116.59 |
| 2022-03-31 | $265k | 1.9k | 141.11 |
| 2021-12-31 | $574k | 3.5k | 164.52 |
| 2021-09-30 | $521k | 3.5k | 150.97 |
| 2021-06-30 | $532k | 3.5k | 154.11 |
| 2021-03-31 | $515k | 3.5k | 148.89 |
| 2020-12-31 | $595k | 5.9k | 101.66 |
| 2020-09-30 | $395k | 5.8k | 68.33 |
| 2020-06-30 | $452k | 6.1k | 74.54 |
| 2020-03-31 | $362k | 6.1k | 59.21 |
| 2019-12-31 | $485k | 5.7k | 84.81 |
| 2019-09-30 | $664k | 8.0k | 83.40 |
| 2019-06-30 | $755k | 8.2k | 92.13 |
| 2019-03-31 | $923k | 8.6k | 107.76 |
| 2018-12-31 | $232k | 2.4k | 97.32 |
| 2018-09-30 | $949k | 6.9k | 136.76 |
| 2018-06-30 | $1.1M | 7.3k | 148.73 |
| 2018-03-31 | $1.2M | 6.6k | 188.74 |
| 2017-12-31 | $1.4M | 7.0k | 205.61 |
| 2017-09-30 | $1.4M | 7.6k | 188.97 |
| 2017-06-30 | $787k | 4.7k | 169.17 |
| 2017-03-31 | $725k | 4.5k | 162.92 |
| 2016-12-31 | $558k | 3.8k | 145.88 |
| 2016-09-30 | $482k | 3.3k | 146.91 |
| 2016-06-30 | $397k | 3.0k | 132.47 |
| 2016-03-31 | $487k | 3.1k | 159.25 |
| 2015-12-31 | $255k | 1.6k | 154.73 |
| 2015-09-30 | $828k | 4.7k | 174.39 |
| 2015-06-30 | $1.3M | 6.0k | 215.80 |
| 2015-03-31 | $1.0M | 4.8k | 214.52 |
| 2014-12-31 | $1.4M | 6.4k | 212.22 |
| 2014-09-30 | $1.2M | 6.0k | 195.39 |
| 2014-06-30 | $1.2M | 5.8k | 205.32 |
| 2014-03-31 | $1.3M | 6.3k | 200.06 |
| 2013-12-31 | $1.5M | 6.9k | 216.88 |
| 2013-09-30 | $1.2M | 6.5k | 189.14 |
| 2013-06-30 | $1.3M | 7.7k | 164.00 |
| 2012-12-31 | $989k | 7.3k | 134.89 |
| 2012-09-30 | $1.0M | 8.1k | 123.04 |