Affiliated Managers shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Affiliated Managers (AMG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Affiliated Managers
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Quarterly reported holdings in Affiliated Managers by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 969 | 238.37 |
| 2025-06-30 | $353k | 1.8k | 196.74 |
| 2025-03-31 | $2.0M | 12k | 168.03 |
| 2024-12-31 | $2.6M | 14k | 184.92 |
| 2024-09-30 | $660k | 3.7k | 177.80 |
| 2024-06-30 | $303k | 1.9k | 156.27 |
| 2024-03-31 | $368k | 2.2k | 167.49 |
| 2023-12-31 | $1.1M | 7.2k | 151.42 |
| 2023-09-30 | $950k | 7.3k | 130.34 |
| 2023-06-30 | $1.1M | 7.1k | 149.89 |
| 2023-03-31 | $1.1M | 7.4k | 142.42 |
| 2022-12-31 | $1.5M | 9.8k | 158.43 |
| 2022-09-30 | $1.1M | 9.8k | 111.87 |
| 2022-06-30 | $1.3M | 11k | 116.61 |
| 2022-03-31 | $138k | 978 | 141.10 |
| 2021-12-31 | $136k | 826 | 164.65 |
| 2021-09-30 | $114k | 752 | 151.60 |
| 2021-06-30 | $111k | 718 | 154.60 |
| 2021-03-31 | $107k | 718 | 149.03 |
| 2020-12-31 | $12k | 121 | 99.17 |
| 2020-09-30 | $12k | 178 | 67.42 |
| 2020-06-30 | $999 | 9 | 111.11 |
| 2019-09-30 | $23k | 281 | 81.85 |
| 2019-06-30 | $2.0k | 22 | 90.91 |
| 2019-03-31 | $999 | 9 | 111.11 |
| 2018-12-31 | $999 | 9 | 111.11 |
| 2018-09-30 | $2.0k | 13 | 153.85 |
| 2018-06-30 | $3.0k | 17 | 176.47 |
| 2018-03-31 | $9.0k | 49 | 183.67 |
| 2017-12-31 | $6.0k | 29 | 206.90 |
| 2017-06-30 | $14k | 86 | 162.79 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors