Notice: This company has been marked as potentially delisted and may not be actively trading. AssetMark Financial (AMK) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsEarningsHeadlinesInsider TradesOwnershipShort InterestSustainabilityTrends Institutional Ownership Changes (13F Filings) for AssetMark Financial (NYSE:AMK)CurrentInstitutional OwnershipPercentage28.64%Number ofInstitutional Buyers(last 12 months)46TotalInstitutional Inflows(last 12 months)$144.48MNumber ofInstitutional Sellers(last 12 months)17TotalInstitutional Outflows(last 12 months)$26.37M Get AMK Insider Trade Alerts Want to know when executives and insiders are buying or selling AssetMark Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AMK Institutional Buying and Selling by Quarter Ad Crypto Swap ProfitsURGENT: This Altcoin Opportunity Won’t Wait – Act NowCrypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.>> Register for the Workshop Now AssetMark Financial Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails9/16/2024 Cubist Systematic Strategies LLC72,340$2.50M0.0%+339.3%0.097% 8/16/2024 Water Island Capital LLC21,880$756K0.1%N/A0.029% 8/16/2024 Algert Global LLC39,515$1.37M0.0%-61.1%0.053% 8/15/2024 The Manufacturers Life Insurance Company 14,554$503K0.0%+2.6%0.020% 8/15/2024 Millennium Management LLC593,071$20.49M0.0%+175.9%0.797% 8/15/2024 Mcmorgan & Co. LLC138,908$4.80M0.8%+3.0%0.187% Get the Latest News and Ratings for AMK and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AssetMark Financial and its competitors with MarketBeat's FREE daily newsletter. 8/15/2024 Dark Forest Capital Management LP18,359$634K0.1%+6.9%0.025% 8/14/2024 Cubist Systematic Strategies LLC72,340$2.50M0.0%+339.3%0.097% 8/14/2024 Glazer Capital LLC1,739,617$60.10M4.7%N/A2.338% 8/14/2024 Marshall Wace LLP141,119$4.88M0.0%+150.7%0.190% 8/14/2024 Sagefield Capital LP70,100$2.42M0.3%N/A0.094% 8/14/2024 Gabelli Funds LLC88,742$3.07M0.0%N/A0.119% 8/14/2024 ProShare Advisors LLC10,152$351K0.0%N/A0.014% 8/13/2024 Sei Investments Co.9,657$334K0.0%-78.9%0.013% 8/12/2024 Hsbc Holdings PLC194,611$6.71M0.0%+2,528.8%0.262% 8/12/2024 Blair William & Co. IL101,293$3.50M0.0%-69.7%0.136% 8/9/2024 Renaissance Technologies LLC302,100$10.44M0.0%+133.8%0.406% 8/9/2024 Dimensional Fund Advisors LP1,135,506$39.23M0.0%+6.3%1.526% 8/8/2024 Federated Hermes Inc.876$30K0.0%-94.0%0.001% 8/8/2024 American Century Companies Inc.23,385$808K0.0%+18.8%0.031% 8/6/2024 Los Angeles Capital Management LLC43,245$1.49M0.0%+14.1%0.058% 8/2/2024 Wolverine Asset Management LLC51,835$1.79M0.0%N/A0.070% 8/1/2024 Rhumbline Advisers37,308$1.29M0.0%+20.9%0.050% 8/1/2024 Versor Investments LP57,748$2.00M0.4%+450.0%0.078% 7/31/2024 Picton Mahoney Asset Management376,812$13.02M0.5%N/A0.506% 7/29/2024 Principal Financial Group Inc.13,770$476K0.0%+8.9%0.019% 7/26/2024 Bank of New York Mellon Corp126,203$4.36M0.0%+11.5%0.170% 7/12/2024 SG Americas Securities LLC84,035$2.90M0.0%+1,614.0%0.113% 7/9/2024 Harbor Capital Advisors Inc.6,715$232K0.0%-63.4%0.009% 5/16/2024 California State Teachers Retirement System25,578$906K0.0%-4.4%0.034% 5/16/2024 Janus Henderson Group PLC726,449$25.72M0.0%-1.2%0.976% 5/15/2024 Price T Rowe Associates Inc. MD6,278$223K0.0%N/A0.008% 5/15/2024 Quadrature Capital Ltd12,790$452K0.0%+57.3%0.017% 5/14/2024 Capital World Investors1,311,713$46.45M0.0%-18.6%1.763% 5/11/2024 Covestor Ltd775$27K0.0%-43.2%0.001% 5/10/2024 Acadian Asset Management LLC2,584$91K0.0%+6,360.0%0.003% 5/10/2024 Vanguard Group Inc.2,140,031$75.78M0.0%+1.1%2.876% 5/9/2024 Blair William & Co. IL334,035$11.83M0.0%+3.6%0.449% 5/7/2024 Sei Investments Co.45,694$1.62M0.0%-17.8%0.061% 5/7/2024Susquehanna Fundamental Investments LLC12,696$450K0.0%N/A0.017% URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.>> Register for the Workshop Now5/7/2024 Horizon Investment Services LLC8,505$301K0.1%N/A0.011% 5/7/2024 SG Americas Securities LLC4,903$174K0.0%-12.9%0.007% 5/2/2024 Jennison Associates LLC1,874,673$66.38M0.0%+1.1%2.520% 4/29/2024 Principal Financial Group Inc.12,646$448K0.0%+45.9%0.017% 4/18/2024 Allspring Global Investments Holdings LLC21,188$750K0.0%-38.3%0.028% 4/16/2024 Hodges 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% 3/25/2024 Quadrature Capital Ltd8,130$243K0.0%-23.1%0.011% 2/29/2024 TT International Asset Management LTD10,206$305K0.0%N/A0.014% 2/14/2024 Azora Capital LP465,355$13.94M1.2%+32.8%0.627% 2/13/2024 Campbell & CO Investment Adviser LLC22,565$676K0.1%+70.8%0.030% 2/9/2024 Quest Partners LLC18,613$557K0.1%N/A0.025% 2/9/2024 Trexquant Investment LP10,969$329K0.0%N/A0.015% 2/9/2024 Dynamic Technology Lab Private Ltd7,689$230K0.0%N/A0.010% 2/7/2024 Dimensional Fund Advisors LP943,396$28.26M0.0%+11.7%1.270% 2/7/2024 Jump Financial LLC14,894$446K0.0%+13.6%0.020% 2/7/2024 Teacher Retirement System of Texas29,010$869K0.0%-21.2%0.039% 2/6/2024 Charles Schwab Investment Management Inc.171,489$5.14M0.0%+1.3%0.231% 2/6/2024 One Charles Private Wealth Services LLC41,390$1.24M0.7%N/A0.056% 2/6/2024 Swiss National Bank51,300$1.54M0.0%-9.8%0.069% 2/5/2024 Victory Capital Management Inc.14,614$438K0.0%+54.8%0.020% 2/1/2024 New York State Common Retirement Fund24,931$747K0.0%-8.1%0.034% 2/1/2024 Jennison Associates LLC1,853,384$55.51M0.0%+7.8%2.496% 1/31/2024 Federated Hermes Inc.13,975$419K0.0%+2.8%0.019% 1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,027$240K0.0%+13.0%0.011% 1/30/2024 Strs Ohio22,400$670K0.0%-3.9%0.030% 1/30/2024 Phocas Financial Corp.108,464$3.25M0.4%N/A0.146% 1/25/2024 Allspring Global Investments Holdings LLC34,329$1.03M0.0%-22.7%0.046% 1/24/2024 Arizona State Retirement System7,266$218K0.0%N/A0.010% 1/12/2024 SG Americas Securities LLC5,627$169K0.0%N/A0.008% 12/18/2023 Vanguard Group Inc.2,085,366$52.30M0.0%+1.2%2.808% 12/6/2023 Citigroup Inc.1,969$49K0.0%-79.6%0.003% 11/15/2023 Adage Capital Partners GP L.L.C.787,960$19.76M0.0%+14.8%1.061% 11/14/2023 Quadrature Capital Ltd10,579$265K0.0%+46.6%0.014% 11/13/2023 Mcmorgan & Co. LLC128,863$3.23M0.6%+19.3%0.174% 11/13/2023 Algert Global LLC106,460$2.67M0.1%-5.2%0.143% 11/13/2023 Hsbc Holdings PLC9,166$231K0.0%N/A0.012% 11/13/2023 FMR LLC105,898$2.66M0.0%+10.3%0.143% 11/13/2023Aviva PLC22,352$561K0.0%-54.6%0.030% 11/9/2023 Blair William & Co. IL274,157$6.88M0.0%-15.5%0.369% 11/8/2023 Campbell & CO Investment Adviser LLC13,211$331K0.0%-38.6%0.018% 11/8/2023 Charles Schwab Investment Management Inc.169,337$4.25M0.0%+4.9%0.228% 11/8/2023 Swiss National Bank56,900$1.43M0.0%+1.1%0.077% 11/8/2023 New York Life Investment Management LLC11,321$284K0.0%-13.7%0.015% 11/7/2023 Quantbot Technologies LP3,240$81K0.0%N/A0.004% 11/7/2023 Barclays PLC23,040$578K0.0%+18.9%0.031% 11/7/2023 Jump Financial LLC13,111$329K0.0%-38.5%0.018% 11/6/2023 Versor Investments LP13,100$329K0.1%N/A0.018% 11/6/2023 Los Angeles Capital Management LLC76,454$1.92M0.0%-4.2%0.103% 11/6/2023 Victory Capital Management Inc.9,441$237K0.0%N/A0.013% Did You See Trump’s Bombshell Exec. Order 001? (Ad)Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001." I put all the details together for you here — but please hurry. 11/3/2023 Lmcg Investments LLC36,487$915K0.1%N/A0.049% 10/31/2023 Teacher Retirement System of Texas36,821$923K0.0%-15.5%0.050% 10/31/2023 Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316% 10/27/2023 Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060% 10/26/2023 Mirae Asset Global Investments Co. Ltd.11,851$297K0.0%+6.1%0.016% 10/26/2023 Strs Ohio23,300$584K0.0%+5.9%0.031% 10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank7,102$178K0.0%+40.8%0.010% 10/24/2023 Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141% 10/13/2023 Seneca House Advisors246,860$6.15M3.2%+7.1%0.332% 8/24/2023 Alberta Investment Management Corp18,555$550K0.0%N/A0.025% (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, 91 institutional investors and hedge funds held shares of AssetMark Financial. The most heavily invested institutionals were JPMorgan Chase & Co. ($86.75M), Vanguard Group Inc. ($75.78M), Jennison Associates LLC ($66.38M), Glazer Capital LLC ($60.10M), Capital World Investors ($46.45M), Dimensional Fund Advisors LP ($39.23M), and Janus Henderson Group PLC ($25.72M).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 82 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: Glazer Capital LLC ($1.74M), Jennison Associates LLC ($945.13K), Cerity Partners LLC ($659.03K), Millennium Management LLC ($378.15K), Picton Mahoney Asset Management ($376.81K), Blair William & Co. IL ($359.27K), and Seneca House Advisors ($255.86K). How much institutional buying is happening at AssetMark Financial? Institutional investors have bought a total of 7,433,761 shares in the last 24 months. This purchase volume represents approximately $237.72M in transactions. Which AssetMark Financial major shareholders have been selling company stock? Of the 35 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: Capital World Investors ($300K), Blair William & Co. IL ($282.98K), JPMorgan Chase & Co. ($122.86K), Mercer Global Advisors Inc. ADV ($100.25K), Algert Global LLC ($67.93K), Cerity Partners LLC ($53.55K), and Sei Investments Co. ($45.92K). How much institutional selling is happening at AssetMark Financial? Institutional investors have sold a total of 1,305,409 shares in the last 24 months. This volume of shares sold represents approximately $40.54M in transactions. 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