How many institutions own AMK stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AMK shares is 210, representing 32.66% of the company's common stock.

Who are the major shareholders selling AssetMark Financial Holdings, Inc. stock?

FMR LLC, in the last quarter, reduced its stake in AMK by -100% restricting it's holding to 0 shares of worth nearly -. GOLDMAN SACHS GROUP INC also lessened -100% of the AMK shares from its portfolio, reducing its holding to 0 shares of worth -. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also shunned AMK shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying AMK stock?

As per its latest 13F filing, RONALD BLUE TRUST, INC. increased its stake in AMK by 100% in the last quarter. The institutional holder raised its holding to 136 shares having worth more than $4.70K. SEA CLIFF PARTNERS MANAGEMENT, LP also added 100% more shares of AMK to its portfolio, raising its holding to 256.19 thousand shares of worth $9.07M. LEGAL & GENERAL GROUP PLC also increased its AMK shares holding by 1.72% which brought its holding to 22.97 thousand shares worth $813.33M.

AMK's major insiders: who are they?

The insider with the most stakes in AMK is Wolfsen Natalie Grace , EVP, Chief Executive Officer at the company. Additionally, AMK stock is highly held by CEO and President Kim Michael and Vice Chairman Chafkin Jeremiah H among others.

Did an insider recently sell AMK stock?

Company executives, directors, and other insiders own 69.1% percent of AssetMark Financial Holdings, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which AMK insiders have sold stock, totaling 0 shares. Insiders that have sold shares include HUATAI SECURITIES CO., LTD., ANGUS TED F., and KIM MICHAEL.

Which insider recently purchased AMK stock?

There have been 0 transaction(s) during the past 6-months in which AssetMark Financial Holdings, Inc. insiders have bought stock, totalling 0 shares

How much of AMK does insiders own?

Around 0 AssetMark Financial Holdings, Inc. shares are held by insiders, which represents about 69.1% of AMK stock.

Who is the insider with the largest stake?

AMK EVP, Chief Executive Officer, Wolfsen Natalie Grace holds the largest portfolio of the company's shares. AMK shares owned by Wolfsen total nearly 430.73 thousand.

Which institution holds the most shares in AMK?

FMR LLC is the largest institutional owner in AMK which holds 0 shares worth - or 0% of the total AMK shares outstanding followed by GOLDMAN SACHS GROUP INC with ownership of 0 shares representing 0% of the AMK ownership. CHARLES SCHWAB INVESTMENT MANAGEMENT INC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is AssetMark Financial Holdings, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AMK is concerned, it is a stock which is optionable.

Is there a short position on AMK's shares?

Number of AMK shares short is 1.16M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AMK shares are there?

As of today, 74.83M shares of AMK are outstanding.

Is there many float in AMK stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AMK has 22.64M shares in float.

AMK short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AMK is 2.06.

AssetMark Financial (AMK) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares1.55

Short Percent Of Float5.03

Shares Outstanding74.83M

Shares Float22.64M

Shares Short1.16M

Short Ratio2.06

5.03%

Short % of Float

1.55%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

69.1% Percentage of Shares held by All Insiders

32.66% Percentage of Shares held by All Institutions

105.7% Percentage of Float held by Institutions

210

Number of Institutions Holding Shares

Institutional Ownership

About 32.66% of AMK shares are held by financial institutions. FMR LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in AssetMark Financial Holdings, Inc. is owned by the company. GOLDMAN SACHS GROUP INC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2024	FMR LLC	0%	0	-	-143.17K	-100.00%
Sep 30, 2024	GOLDMAN SACHS GROUP INC	0%	0	-	-274.06K	-100.00%
Sep 30, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-179.72K	-100.00%
Sep 30, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-50.84K	-100.00%
Sep 30, 2024	STRS OHIO	0%	0	-	-17.4K	-100.00%
Sep 30, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-2.01K	-100.00%
Sep 30, 2024	ROTHSCHILD INVESTMENT LLC	0%	0	-	-10	-100.00%
Sep 30, 2024	NORTHERN TRUST CORP	0%	0	-	-195.79K	-100.00%
Sep 30, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-8.57K	-100.00%
Sep 30, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-46.04K	-100.00%
Sep 30, 2024	US BANCORP \DE\	0%	0	-	-69	-100.00%
Sep 30, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0%	0	-	-84K	-100.00%
Sep 30, 2024	ROYAL BANK OF CANADA	0%	0	-	-2.15K	-100.00%
Sep 30, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0%	0	-	-6.32K	-100.00%
Sep 30, 2024	GABELLI & CO INVESTMENT ADVISERS, INC.	0%	0	-	-55K	-100.00%
Sep 30, 2024	CITIGROUP INC	0%	0	-	-5.31K	-100.00%
Sep 30, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-25.16K	-100.00%
Sep 30, 2024	VOYA INVESTMENT MANAGEMENT LLC	0%	0	-	-7.3K	-100.00%
Sep 30, 2024	HARBOR CAPITAL ADVISORS, INC.	0%	0	-	-6.72K	-100.00%
Sep 30, 2024	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-302.1K	-100.00%
Sep 30, 2024	D. E. SHAW & CO., INC.	0%	0	-	-414.66K	-100.00%
Sep 30, 2024	NISA INVESTMENT ADVISORS, LLC	0%	0	-	-6	-100.00%
Sep 30, 2024	MARTINGALE ASSET MANAGEMENT L P	0%	0	-	-11.63K	-100.00%
Sep 30, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	0	-	-21.65K	-100.00%
Sep 30, 2024	LEGAL & GENERAL GROUP PLC	0%	0	-	-24.04K	-100.00%
Sep 30, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-1.14M	-100.00%
Sep 30, 2024	JENNISON ASSOCIATES LLC	0%	0	-	-764.75K	-100.00%
Sep 30, 2024	GLAZER CAPITAL, LLC	0%	0	-	-1.74M	-100.00%
Sep 30, 2024	INVESCO LTD.	0%	0	-	-27.57K	-100.00%
Sep 30, 2024	COMERICA BANK	0%	0	-	-75	-100.00%
Sep 30, 2024	MORGAN STANLEY	0%	0	-	-529.19K	-100.00%
Sep 30, 2024	AMERICAN CENTURY COMPANIES INC	0%	0	-	-23.39K	-100.00%
Sep 30, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-980	-100.00%
Sep 30, 2024	SEI INVESTMENTS CO	0%	0	-	-9.66K	-100.00%
Sep 30, 2024	FIL LTD	0%	0	-	-1M	-100.00%
Sep 30, 2024	VANGUARD GROUP INC	0%	0	-	-2.09M	-100.00%
Sep 30, 2024	STATE STREET CORP	0%	0	-	-676.88K	-100.00%
Sep 30, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0%	0	-	-7.26K	-100.00%
Sep 30, 2024	GABELLI FUNDS LLC	0%	0	-	-88.74K	-100.00%
Sep 30, 2024	BARCLAYS PLC	0%	0	-	-23.64K	-100.00%
Sep 30, 2024	BLAIR WILLIAM & CO/IL	0%	0	-	-101.29K	-100.00%
Sep 30, 2024	JPMORGAN CHASE & CO	0%	0	-	-40.22K	-100.00%
Sep 30, 2024	DEUTSCHE BANK AG\	0%	0	-	-9.6K	-100.00%
Sep 30, 2024	FEDERATED HERMES, INC.	0%	0	-	-876	-100.00%
Sep 30, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	0	-	-2.17K	-100.00%
Sep 30, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0%	0	-	-2.9K	-100.00%
Sep 30, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	0	-	-14.55K	-100.00%
Sep 30, 2024	AMALGAMATED BANK	0%	0	-	-756	-100.00%
Sep 30, 2024	HSBC HOLDINGS PLC	0%	0	-	-194.61K	-100.00%
Sep 30, 2024	RONALD BLUE TRUST, INC.	0%	136	4.7K	136	+100.00%
Mar 31, 2024	SEA CLIFF PARTNERS MANAGEMENT, LP	0.34%	256.19K	9.07M	256.19K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.04%	27.35K	968.43K	-24.39K	-47.14%
Mar 31, 2024	LMCG INVESTMENTS, LLC	0.03%	25.54K	904.51K	-10.94K	-29.99%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	24.93K	883K	-1	0.00%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.03%	22.97K	813.33M	388	+1.72%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	22.7K	803.93K	-2.74K	-10.78%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	21.27K	753.03K	21.27K	+100.00%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.03%	21.19K	750.27K	-13.14K	-38.28%
Mar 31, 2024	MALTESE CAPITAL MANAGEMENT LLC	0.03%	20K	708.2K	14.57K	+268.32%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.03%	19.69K	697.22K	0	0
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.03%	19.69K	697.05K	11.56K	+142.34%
Mar 31, 2024	HARBOR CAPITAL ADVISORS, INC.	0.02%	18.35K	650K	18.35K	+100.00%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.02%	16.82K	595.53K	5.85K	+53.32%
Mar 31, 2024	STRS OHIO	0.02%	16.5K	584K	-5.9K	-26.34%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.02%	15.25K	540.11K	15.25K	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	14.97K	530.09K	9.18K	+158.37%
Mar 31, 2024	JPMORGAN CHASE & CO	3.52%	2.62M	92.65M	-364.25K	-12.22%
Mar 31, 2024	VANGUARD GROUP INC	2.88%	2.14M	75.78M	23.51K	+1.11%
Mar 31, 2024	JENNISON ASSOCIATES LLC	2.52%	1.87M	66.38M	21.29K	+1.15%
Mar 31, 2024	BLACKROCK INC.	2.5%	1.86M	65.91M	-75.95K	-3.92%
Mar 31, 2024	CAPITAL WORLD INVESTORS	1.77%	1.31M	46.45M	-300K	-18.61%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	1.6%	1.19M	42M	-326.42K	-21.58%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.44%	1.07M	37.82M	124.77K	+13.23%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.98%	726.45K	25.72M	-8.57K	-1.17%
Mar 31, 2024	CERITY PARTNERS LLC	0.82%	605.8K	21.45M	320	+0.05%
Mar 31, 2024	STATE STREET CORP	0.73%	544K	19.26M	20.37K	+3.89%
Mar 31, 2024	MORGAN STANLEY	0.73%	539.97K	19.12M	358.59K	+197.70%
Mar 31, 2024	AZORA CAPITAL LP	0.7%	518.53K	18.36M	53.18K	+11.43%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.64%	477.31K	16.9M	4.94K	+1.05%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.64%	476.96K	16.89M	158.51K	+49.78%
Mar 31, 2024	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.64%	473.02K	16.75M	-316.27K	-40.07%
Mar 31, 2024	BLAIR WILLIAM & CO/IL	0.45%	334.04K	11.83M	11.54K	+3.58%
Mar 31, 2024	DEUTSCHE BANK AG\	0.41%	304.11K	10.77M	292.29K	+2,473.67%
Mar 31, 2024	PRIMECAP MANAGEMENT CO/CA/	0.37%	275.7K	9.76M	24K	+9.54%
Mar 31, 2024	SENECA HOUSE ADVISORS	0.33%	246.86K	8.74M	0	0
Mar 31, 2024	ALGERT GLOBAL LLC	0.14%	101.56K	3.6M	6.21K	+6.51%
Mar 31, 2024	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.06%	41.39K	1.47M	0	0
Mar 31, 2024	TEACHER RETIREMENT SYSTEM OF TEXAS	0.05%	40.21K	1.42M	11.2K	+38.60%
Mar 31, 2024	UBS GROUP AG	0.05%	39.37K	1.39M	645	+1.67%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.05%	37.91K	1.34M	-38.52K	-50.40%
Mar 31, 2024	BARCLAYS PLC	0.05%	37.68K	1.34M	-12.41K	-24.77%
Mar 31, 2024	RHUMBLINE ADVISERS	0.04%	30.87K	1.09M	-651	-2.07%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.04%	30.85K	1.09M	30.85K	+100.00%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.04%	29.48K	1.04M	5.2K	+21.41%
Mar 31, 2024	CREDIT SUISSE AG/	0.04%	29.02K	1.03M	0	0
Mar 31, 2024	CAMPBELL & CO INVESTMENT ADVISER LLC	0.04%	28.6K	1.01M	6.04K	+26.75%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.29%	214.93K	7.61M	-251.95K	-53.97%
Mar 31, 2024	NORTHERN TRUST CORP	0.27%	202.98K	7.19M	-19.81K	-8.89%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.26%	189.89K	6.72M	18.41K	+10.73%
Mar 31, 2024	MCMORGAN & CO LLC	0.18%	134.92K	4.78M	1.07K	+0.80%
Mar 31, 2024	FMR LLC	0.18%	134.08K	4.75M	30.23K	+29.11%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.18%	130.93K	4.64M	18.98K	+16.96%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.17%	129.2K	4.58M	43.7K	+51.11%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.17%	125.14K	4.43M	60.32K	+93.05%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.15%	113.23K	4.01M	-5.08K	-4.30%
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.14%	105.51K	3.74M	-2.95K	-2.72%
Mar 31, 2024	SEIZERT CAPITAL PARTNERS, LLC	0.12%	92.38K	3.27M	92.38K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.09%	68.71K	2.43M	-45.31K	-39.74%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.09%	68.6K	2.43M	-47.2K	-40.76%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.09%	66.41K	2.35M	31.89K	+92.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.08%	62.87K	2.23M	32.31K	+105.71%
Mar 31, 2024	HODGES CAPITAL MANAGEMENT INC.	0.08%	60K	2.12K	60K	+100.00%
Mar 31, 2024	MARSHALL WACE, LLP	0.08%	56.3K	1.99M	56.3K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.07%	51.3K	1.82M	0	0
Mar 31, 2024	SEI INVESTMENTS CO	0.06%	45.69K	1.62M	-9.88K	-17.78%
Dec 31, 2023	LMCG INVESTMENTS, LLC	0.05%	36.49K	1.09M	0	0
Dec 31, 2023	VANGUARD GROUP INC	2.85%	2.12M	63.39M	31.16K	+1.49%
Dec 31, 2023	BLACKROCK INC.	2.61%	1.94M	58.02M	186.03K	+10.62%
Dec 31, 2023	JENNISON ASSOCIATES LLC	2.5%	1.85M	55.51M	133.58K	+7.77%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.17%	1.61M	48.27M	0	0
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	2.04%	1.51M	45.3M	-145.6K	-8.78%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.27%	943.4K	28.26M	98.44K	+11.65%
Dec 31, 2023	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.06%	789.3K	23.64M	1.34K	+0.17%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.99%	735.02K	22.01M	5.16K	+0.71%
Dec 31, 2023	CERITY PARTNERS LLC	0.82%	605.48K	18.13M	0	0
Dec 31, 2023	STATE STREET CORP	0.71%	523.63K	15.68M	-4.98K	-0.94%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.64%	472.37K	14.15M	29.3K	+6.61%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.63%	466.88K	13.98M	125.17K	+36.63%
Dec 31, 2023	AZORA CAPITAL LP	0.63%	465.36K	13.94M	114.97K	+32.81%
Dec 31, 2023	BLAIR WILLIAM & CO/IL	0.43%	322.49K	9.66M	48.34K	+17.63%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.43%	318.45K	9.54M	66.89K	+26.59%
Dec 31, 2023	PRIMECAP MANAGEMENT CO/CA/	0.34%	251.7K	7.54M	0	0
Dec 31, 2023	SENECA HOUSE ADVISORS	0.33%	246.86K	7.39M	0	0
Dec 31, 2023	NORTHERN TRUST CORP	0.3%	222.79K	6.67M	6.56K	+3.03%
Dec 31, 2023	MORGAN STANLEY	0.24%	181.38K	5.43M	-1.6K	-0.88%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	171.49K	5.14M	2.15K	+1.27%
Dec 31, 2023	MCMORGAN & CO LLC	0.18%	133.85K	4.01M	4.99K	+3.87%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.16%	118.31K	3.54M	13.52K	+12.91%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.16%	115.8K	3.47M	33.1K	+40.02%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.15%	114.03K	3.42M	45.54K	+66.49%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.15%	111.95K	3.35M	35.48K	+46.39%
Dec 31, 2023	PHOCAS FINANCIAL CORP.	0.15%	108.46K	3.25M	108.46K	+100.00%
Dec 31, 2023	FMR LLC	0.14%	103.85K	3.11M	-2.05K	-1.93%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.13%	96.81K	2.9M	35.49K	+57.86%
Dec 31, 2023	ALGERT GLOBAL LLC	0.13%	95.35K	2.86M	-11.11K	-10.44%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.12%	85.5K	2.56M	5.4K	+6.74%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	76.42K	2.29M	-30	-0.04%
Dec 31, 2023	NORGES BANK	0.1%	76.2K	2.28M	76.2K	+100.00%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.09%	64.82K	1.94M	-34.88K	-34.98%
Dec 31, 2023	SEI INVESTMENTS CO	0.07%	55.58K	1.66M	-4.28K	-7.15%
Dec 31, 2023	INVESCO LTD.	0.07%	51.74K	1.55M	-8.27K	-13.79%
Dec 31, 2023	SWISS NATIONAL BANK	0.07%	51.3K	1.54M	-5.6K	-9.84%
Dec 31, 2023	BARCLAYS PLC	0.07%	50.09K	1.5M	27.05K	+117.41%
Dec 31, 2023	ONE CHARLES PRIVATE WEALTH SERVICES, LLC	0.06%	41.39K	1.24M	41.39K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.05%	38.72K	1.16M	7.7K	+24.84%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.05%	34.52K	1.03M	4.46K	+14.84%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.05%	34.33K	1.03M	-10.11K	-22.75%
Dec 31, 2023	RHUMBLINE ADVISERS	0.04%	31.52K	943.98K	-165	-0.52%
Dec 31, 2023	CITADEL ADVISORS LLC	0.04%	30.57K	915.42K	11.18K	+57.66%
Dec 31, 2023	CREDIT SUISSE AG/	0.04%	29.02K	869.03K	2.69K	+10.23%
Dec 31, 2023	TEACHER RETIREMENT SYSTEM OF TEXAS	0.04%	29.01K	869K	-7.81K	-21.21%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.04%	26.76K	801.43K	-959	-3.46%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.03%	25.45K	778.38K	-5.02K	-16.48%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	24.93K	747K	-2.2K	-8.12%
Dec 31, 2023	JPMORGAN CHASE & CO	4.01%	2.98M	89.28M	-29.59K	-0.98%
Sep 30, 2023	CAPITAL INTERNATIONAL INVESTORS	0.76%	565.94K	-	-305.75K	-35.08%
Sep 30, 2023	FEDERATED HERMES, INC.	0.02%	13.59K	-	230	+1.72%
Sep 30, 2023	JANE STREET GROUP, LLC	0.02%	17.05K	-	17.05K	+100.00%
Sep 30, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.03%	18.75K	-	9.31K	+98.58%
Sep 30, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	19.29K	-	8.22K	+74.20%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	0.03%	19.69K	-	0	0
Sep 30, 2023	AVIVA PLC	0.03%	22.35K	-	-26.83K	-54.55%
Sep 30, 2023	BARCLAYS PLC	0.03%	23.04K	-	3.66K	+18.89%
Sep 30, 2023	STRS OHIO	0.03%	23.3K	-	1.3K	+5.91%
Sep 30, 2023	PANAGORA ASSET MANAGEMENT INC	0.03%	24.07K	-	-9	-0.04%
Sep 30, 2023	Y-INTERCEPT (HONG KONG) LTD	0.03%	24.35K	-	24.35K	+100.00%
Sep 30, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.03%	24.47K	-	-10	-0.04%
Sep 30, 2023	GSA CAPITAL PARTNERS LLP	0.03%	25.26K	-	14.47K	+134.07%
Sep 30, 2023	CREDIT SUISSE AG/	0.04%	26.32K	-	-1.27K	-4.59%
Sep 30, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.04%	27.14K	-	15	+0.06%
Sep 30, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.04%	27.72K	-	-2.35K	-7.82%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.04%	30.06K	-	7.16K	+31.25%
Sep 30, 2023	NEWEDGE ADVISORS, LLC	0.04%	30.47K	-	5.81K	+23.58%
Sep 30, 2023	BLACKROCK INC.	2.37%	1.75M	-	4.81K	+0.28%
Sep 30, 2023	UBS GROUP AG	0.04%	31.02K	-	-786	-2.47%
Sep 30, 2023	RHUMBLINE ADVISERS	0.04%	31.68K	-	-477	-1.48%
Sep 30, 2023	CUBIST SYSTEMATIC STRATEGIES, LLC	0.05%	33.46K	-	12.16K	+57.05%
Sep 30, 2023	LMCG INVESTMENTS, LLC	0.05%	36.49K	-	36.49K	+100.00%
Sep 30, 2023	TEACHER RETIREMENT SYSTEM OF TEXAS	0.05%	36.82K	-	-6.77K	-15.54%
Sep 30, 2023	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.06%	42.41K	-	31.46K	+287.24%
Sep 30, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.06%	44.44K	-	-17.01K	-27.68%
Sep 30, 2023	SWISS NATIONAL BANK	0.08%	56.9K	-	600	+1.07%
Sep 30, 2023	INVESCO LTD.	0.08%	60.01K	-	-176.25K	-74.60%
Sep 30, 2023	TWO SIGMA INVESTMENTS, LP	0.08%	61.32K	-	15.29K	+33.22%
Sep 30, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.1%	76.45K	-	-3.38K	-4.23%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.1%	76.47K	-	-10.05K	-11.61%
Sep 30, 2023	TWO SIGMA ADVISERS, LP	0.11%	82.7K	-	1.8K	+2.23%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0.13%	99.7K	-	-45.12K	-31.16%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.14%	104.79K	-	2.19K	+2.13%
Sep 30, 2023	FMR LLC	0.14%	105.9K	-	9.93K	+10.35%
Sep 30, 2023	ALGERT GLOBAL LLC	0.14%	106.46K	-	-5.88K	-5.23%
Sep 30, 2023	CERITY PARTNERS LLC	0.82%	605.48K	-	0	0
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	1.14%	844.95K	-	91.92K	+12.21%
Sep 30, 2023	CAPITAL WORLD INVESTORS	2.18%	1.61M	-	49.21K	+3.15%
Sep 30, 2023	JENNISON ASSOCIATES LLC	2.32%	1.72M	-	191.48K	+12.53%
Sep 30, 2023	MCMORGAN & CO LLC	0.17%	128.86K	-	20.84K	+19.29%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.23%	169.34K	-	7.84K	+4.86%
Sep 30, 2023	MORGAN STANLEY	0.25%	182.98K	-	39.85K	+27.85%
Sep 30, 2023	NORTHERN TRUST CORP	0.29%	216.24K	-	4.78K	+2.26%
Sep 30, 2023	SENECA HOUSE ADVISORS	0.33%	246.86K	-	16.36K	+7.10%
Sep 30, 2023	NEBULA RESEARCH & DEVELOPMENT LLC	0.02%	13.44K	-	13.44K	+100.00%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.34%	251.55K	-	8.66K	+3.57%
Sep 30, 2023	PRIMECAP MANAGEMENT CO/CA/	0.34%	251.7K	-	0	0
Sep 30, 2023	BLAIR WILLIAM & CO/IL	0.37%	274.16K	-	-50.23K	-15.49%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.6%	443.08K	-	25.99K	+6.23%

Insiders

Among the AMK insiders holding of 69.1% of the stake in company, WOLFSEN NATALIE GRACE, EVP, Chief Executive Officer, holds the largest shares of 430.73K. KIM MICHAEL, CEO and President, is the second largest AMK insider with ownership of 355.33K shares. CHAFKIN JEREMIAH H, Vice Chairman, stands third with possession of 306.46K shares of that stake.

Insiders	Designation	Shares Held
WOLFSEN NATALIE GRACE	EVP, Chief Executive Officer	430.73K
KIM MICHAEL	CEO and President	355.33K
CHAFKIN JEREMIAH H	Vice Chairman	306.46K
MEHTA MUKESH	EVP, Chief Information Officer	304.79K
HANSEN CARRIE E.	EVP, Chief Operating Officer	134.58K
ANGUS TED F.	EVP, General Counsel	113.81K
ZYLA GARY G.	EVP, Chief Financial Officer	92.8K
MINTA-JACOBS ESI	HR & Digital Product Solutions	66.77K
MCNATT JOEL DAVID JR	EVP, Investment Solutions	53.93K
HAHN JOHN	SVP, Finance & Reporting (PAO)	13.05K
HUATAI SECURITIES CO., LTD.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 05, 2024	HUATAI SECURITIES CO., LTD.	SALE	35.25	50.87M	1.79B	0
Jun 10, 2024	ANGUS TED F.	SALE	34.33	1.25K	42.78K	113.81K
Jun 10, 2024	KIM MICHAEL	SALE	34.33	1.37K	47.07K	355.33K
Jun 10, 2024	MCNATT JOEL DAVID JR	SALE	34.33	437	15K	53.93K
Jun 10, 2024	HANSEN CARRIE E.	SALE	34.33	1.25K	42.78K	134.58K
Jun 10, 2024	MEHTA MUKESH	SALE	34.33	1.25K	42.78K	304.79K
Jun 10, 2024	MINTA-JACOBS ESI	SALE	34.33	308	10.57K	66.77K
Jun 10, 2024	ZYLA GARY G.	SALE	34.33	1.25K	42.78K	92.8K
Mar 04, 2024	KIM MICHAEL	SALE	35.18	11.83K	416.28K	364.78K
Dec 06, 2023	HANSEN CARRIE E.	SALE	26.18	11.5K	301.07K	145.19K
Nov 17, 2023	MCNATT JOEL DAVID JR	SALE	25.17	4K	100.68K	56.32K
Jun 14, 2023	ANGUS TED F.	SALE	28.16	7.27K	204.58K	123.45K
Jun 09, 2023	KIM MICHAEL	SALE	29.61	1.35K	39.91K	334.31K
Jun 09, 2023	ANGUS TED F.	SALE	29.61	855	25.32K	130.71K
Jun 09, 2023	MEHTA MUKESH	SALE	29.61	855	25.32K	313.67K
Jun 09, 2023	WOLFSEN NATALIE GRACE	SALE	29.61	1.35K	39.91K	430.73K
Jun 09, 2023	MINTA-JACOBS ESI	SALE	29.61	300	8.88K	69.3K
Jun 09, 2023	MCNATT JOEL DAVID JR	SALE	29.61	300	8.88K	60.32K
Jun 09, 2023	ZYLA GARY G.	SALE	29.61	855	25.32K	100.58K
Jun 09, 2023	HANSEN CARRIE E.	SALE	29.61	855	25.32K	156.69K
Jun 08, 2023	KIM MICHAEL	SALE	30.04	4.98K	149.57K	335.66K
Jun 08, 2023	ZYLA GARY G.	SALE	30.04	3.32K	99.67K	101.44K
Jun 08, 2023	MEHTA MUKESH	SALE	30.04	3.32K	99.67K	314.53K
Jun 08, 2023	MINTA-JACOBS ESI	SALE	30.04	1.06K	31.75K	69.6K
Jun 08, 2023	ANGUS TED F.	SALE	30.04	3.32K	99.67K	131.57K
Jun 08, 2023	MCNATT JOEL DAVID JR	SALE	30.04	1.46K	43.74K	60.62K
Jun 08, 2023	WOLFSEN NATALIE GRACE	SALE	30.04	7.19K	215.87K	432.08K
Jun 08, 2023	HANSEN CARRIE E.	SALE	30.04	3.32K	99.67K	157.55K
May 17, 2023	MINTA-JACOBS ESI	SALE	28.12	6K	168.72K	58.6K
May 17, 2023	ANGUS TED F.	SALE	28.12	5.64K	158.51K	96.99K
May 08, 2023	ZYLA GARY G.	SALE	26.83	8.96K	240.34K	89.6K
Mar 06, 2023	KIM MICHAEL	SALE	31.66	4.04K	128.03K	72.55K
Mar 06, 2023	WOLFSEN NATALIE GRACE	SALE	31.66	5.55K	175.55K	412.57K
Jun 10, 2022	MINTA-JACOBS ESI	SALE	19.06	308	5.87K	64.6K
Jun 10, 2022	ANGUS TED F.	SALE	19.06	877	16.72K	102.63K
Jun 10, 2022	MCNATT JOEL DAVID JR	SALE	19.06	308	5.87K	32.8K
Jun 10, 2022	ZYLA GARY G.	SALE	19.06	877	16.72K	98.55K
Jun 09, 2022	MINTA-JACOBS ESI	SALE	20.00	505	10.1K	66.49K
Jun 09, 2022	MCNATT JOEL DAVID JR	SALE	20.00	505	10.1K	33.1K
Jun 09, 2022	MEHTA MUKESH	SALE	20.00	1.59K	31.7K	280.83K
Jun 09, 2022	KIM MICHAEL	SALE	20.00	1.8K	36.02K	374.74K
Jun 09, 2022	WOLFSEN NATALIE GRACE	SALE	20.00	3.23K	64.54K	419.5K
Jun 08, 2022	MINTA-JACOBS ESI	SALE	19.06	308	5.87K	66.18K
Jun 08, 2022	KIM MICHAEL	SALE	19.06	965	18.39K	373.77K
Jun 08, 2022	WOLFSEN NATALIE GRACE	SALE	19.06	1.38K	26.36K	418.12K
Jun 08, 2022	HANSEN CARRIE E.	SALE	20.00	1.59K	31.7K	123.85K
Jun 08, 2022	MCNATT JOEL DAVID JR	SALE	19.06	308	5.87K	20.24K
Jun 08, 2022	ZYLA GARY G.	SALE	20.00	1.59K	31.7K	99.43K
Jun 08, 2022	MEHTA MUKESH	SALE	19.06	877	16.72K	279.95K
Jun 08, 2022	ANGUS TED F.	SALE	20.00	1.59K	31.7K	103.5K
Mar 04, 2022	KIM MICHAEL	SALE	22.30	4.11K	91.74K	353.51K
Mar 04, 2022	WOLFSEN NATALIE GRACE	SALE	22.30	5.08K	113.17K	392.03K
Nov 12, 2021	MEHTA MUKESH	SALE	28.01	607	17K	263.12K
Nov 11, 2021	MEHTA MUKESH	SALE	28.01	1.46K	40.78K	263.72K
Nov 10, 2021	MEHTA MUKESH	SALE	28.04	27.94K	783.35K	265.18K
Sep 14, 2021	CHAFKIN JEREMIAH H	SALE	26.18	15.35K	401.76K	306.46K
Sep 13, 2021	CHAFKIN JEREMIAH H	SALE	26.08	34.65K	903.78K	321.81K
Sep 02, 2021	MEHTA MUKESH	SALE	27.06	9.38K	253.74K	293.12K
Aug 19, 2021	MEHTA MUKESH	SALE	27.00	500	13.5K	302.49K
Aug 18, 2021	MEHTA MUKESH	SALE	27.08	15.87K	429.81K	302.99K
Aug 11, 2021	CHAFKIN JEREMIAH H	SALE	26.55	50K	1.33M	356.89K
Jun 25, 2021	MEHTA MUKESH	SALE	27.04	2.53K	68.52K	302.64K
Jun 17, 2021	MEHTA MUKESH	SALE	27.05	1.62K	43.74K	305.18K
Jun 16, 2021	MEHTA MUKESH	SALE	27.00	100	2.7K	306.79K
Jun 11, 2021	HAHN JOHN	SALE	25.68	301	7.73K	13.05K
Jun 09, 2021	ANGUS TED F.	SALE	25.68	859	22.06K	85.79K
Jun 09, 2021	MEHTA MUKESH	SALE	25.68	859	22.06K	318.87K
Jun 09, 2021	HANSEN CARRIE E.	SALE	25.68	859	22.06K	106.14K
Jun 09, 2021	ZYLA GARY G.	SALE	25.68	859	22.06K	81.72K
Jun 09, 2021	CHAFKIN JEREMIAH H	SALE	25.68	430	11.04K	406.46K
Jun 09, 2021	WOLFSEN NATALIE GRACE	SALE	25.68	945	24.27K	397.1K
Jun 09, 2021	MINTA-JACOBS ESI	SALE	25.68	301	7.73K	55.62K
Jun 09, 2021	KIM MICHAEL	SALE	25.68	945	24.27K	357.63K
May 18, 2021	ZYLA GARY G.	SALE	25.39	1K	25.39K	65.5K
May 10, 2021	ANGUS TED F.	SALE	23.09	9.78K	225.82K	69.57K
Apr 09, 2021	ANGUS TED F.	SALE	21.93	10.07K	220.81K	79.35K
Mar 10, 2021	ANGUS TED F.	SALE	24.16	9.92K	239.74K	89.42K
Mar 10, 2021	HAHN JOHN	SALE	24.55	2.59K	63.58K	9.96K
Mar 09, 2021	HAHN JOHN	SALE	24.50	16.64K	407.56K	12.55K
Mar 08, 2021	HAHN JOHN	SALE	24.53	800	19.62K	29.18K
Mar 01, 2021	ANGUS TED F.	SALE	25.02	20.29K	507.68K	99.34K
Feb 11, 2021	HANSEN CARRIE E.	SALE	26.29	3.66K	96.27K	89.92K
Feb 10, 2021	HANSEN CARRIE E.	SALE	26.39	32.16K	848.7K	93.58K
Feb 10, 2021	ANGUS TED F.	SALE	26.38	16.69K	440.2K	119.63K
Feb 09, 2021	HANSEN CARRIE E.	SALE	25.71	19.52K	501.76K	129.3K
Feb 08, 2021	HANSEN CARRIE E.	SALE	25.33	36.34K	920.44K	148.81K
Feb 05, 2021	ZYLA GARY G.	SALE	25.02	35.03K	876.55K	130.5K
Feb 05, 2021	HAHN JOHN	SALE	25.01	6.68K	166.94K	29.98K
Feb 05, 2021	HANSEN CARRIE E.	SALE	24.94	29.82K	743.61K	185.15K
Feb 04, 2021	WOLFSEN NATALIE GRACE	SALE	24.13	56	1.35K	328.65K
Feb 04, 2021	HANSEN CARRIE E.	SALE	24.24	16.56K	401.44K	214.97K
Feb 03, 2021	WOLFSEN NATALIE GRACE	SALE	23.03	22.85K	526.14K	336.76K
Feb 02, 2021	WOLFSEN NATALIE GRACE	SALE	23.36	18.45K	431.04K	359.6K
Feb 01, 2021	WOLFSEN NATALIE GRACE	SALE	23.01	4.15K	95.4K	378.05K
Jan 25, 2021	ZYLA GARY G.	SALE	25.03	101	2.53K	165.53K
Jan 21, 2021	KIM MICHAEL	SALE	25.01	637	15.93K	294.03K
Jan 21, 2021	ZYLA GARY G.	SALE	25.00	1.91K	47.73K	165.63K
Jan 20, 2021	KIM MICHAEL	SALE	25.01	3.48K	87.01K	294.67K
Jan 20, 2021	ZYLA GARY G.	SALE	25.01	2.76K	68.93K	167.54K
Jan 19, 2021	ZYLA GARY G.	SALE	25.17	200	5.03K	170.3K
Jan 05, 2021	ANGUS TED F.	SALE	23.51	17.89K	420.55K	136.32K
Jan 04, 2021	ANGUS TED F.	SALE	23.71	13.85K	328.29K	154.21K
Dec 15, 2020	KIM MICHAEL	SALE	24.16	5.9K	142.42K	298.14K
Nov 09, 2020	MEHTA MUKESH	SALE	25.18	5.03K	126.76K	306.89K
Jul 20, 2020	HAHN JOHN	SALE	28.00	4.25K	119.06K	36.66K
Jun 10, 2020	HAHN JOHN	SALE	28.01	2.23K	62.32K	36.66K
May 08, 2020	MEHTA MUKESH	SALE	25.04	13.2K	330.53K	350.05K
May 07, 2020	MEHTA MUKESH	SALE	25.00	6.8K	170K	363.25K

Frequently Asked Questions