AMK Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $1,438,672.09

AssetMark Financial Insider Trading History Chart

AssetMark Financial Share Price & Price History

^$33.86

▼ -0.08 (-0.24%)

As of 05/8/2024 06:11 PM ET

Days: 30 | 90 | 365

Claim Your Complimentary Bitcoin Reward

From Crypto Swap Profits | Ad

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now

AssetMark Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/6/2023	Carrie E Hansen	COO	Sell	11,500	$26.18	$301,070.00	145,193
6/14/2023	Ted F. Angus	EVP	Sell	7,265	$28.16	$204,582.40	123,445
6/9/2023	Carrie E Hansen	COO	Sell	855	$29.61	$25,316.55	156,693
6/8/2023	Gary G. Zyla	CFO	Sell	3,318	$30.04	$99,672.72	101,436
6/8/2023	Joel David Mcnatt Jr	EVP	Sell	1,456	$30.04	$43,738.24	60,619
6/8/2023	Michael Kim	Insider	Sell	4,979	$30.04	$149,569.16	335,656
6/8/2023	Natalie Grace Wolfsen	CEO	Sell	7,186	$30.04	$215,867.44	432,082
5/17/2023	Ted F. Angus	EVP	Sell	5,637	$28.12	$158,512.44	96,991
5/8/2023	Gary G. Zyla	CFO	Sell	8,958	$26.83	$240,343.14	89,597
6/10/2022	Carrie E Hansen	COO	Sell	877	$19.06	$16,715.62	122,973
6/9/2022	Gary G. Zyla	CFO	Sell	1,585	$20.00	$31,700.00	99,431
6/9/2022	Joel David Mcnatt Jr	EVP	Sell	505	$20.00	$10,100.00	20,547
6/9/2022	Michael Kim	Insider	Sell	1,801	$20.00	$36,020.00	374,738
6/9/2022	Natalie Grace Wolfsen	CEO	Sell	3,227	$20.00	$64,540.00	419,498
3/4/2022	Michael Kim	Insider	Sell	4,114	$22.30	$91,742.20
3/4/2022	Natalie Grace Wolfsen	CEO	Sell	5,075	$22.30	$113,172.50
2/5/2022	John Hahn	SVP	Sell	6,675	$25.01	$166,941.75
11/12/2021	Mukesh Mehta	EVP	Sell	607	$28.01	$17,002.07
11/10/2021	Mukesh Mehta	EVP	Sell	27,937	$28.04	$783,353.48
9/13/2021	Jeremiah H. Chafkin	Vice Chairman	Sell	34,654	$26.08	$903,776.32
9/2/2021	Mukesh Mehta	EVP	Sell	9,377	$27.06	$253,741.62
8/11/2021	Jeremiah H. Chafkin	EVP	Sell	50,000	$26.55	$1,327,500.00
6/25/2021	Mukesh Mehta	EVP	Sell	2,534	$27.04	$68,519.36	302,643
6/16/2021	Mukesh Mehta	EVP	Sell	100	$27.00	$2,700.00	306,794
5/18/2021	Gary G. Zyla	CFO	Sell	65,000	$24.74	$1,608,100.00	66,497
5/10/2021	Ted F. Angus	EVP	Sell	9,780	$23.09	$225,820.20	69,570
5/7/2021	Mukesh Mehta	EVP	Sell	6,800	$25.00	$170,000.00

RSVP: Charles Payne’s Cash Flow Workshop

From Unstoppable Prosperity | Ad

Are you ready to find untapped value in the stocks you already own… Without selling a single share… Then you need to know these Cash Flow Trade Strategies.

SEC Filings (Institutional Ownership Changes) for AssetMark Financial (NYSE:AMK)

28.64% of AssetMark Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

AssetMark Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/7/2024	Sei Investments Co.	45,694	$1.62M	0.0%	-17.8%	0.061%
5/7/2024	Susquehanna Fundamental Investments LLC	12,696	$0.45M	0.0%	N/A	0.017%
5/7/2024	Horizon Investment Services LLC	8,505	$0.30M	0.1%	N/A	0.011%
5/7/2024	SG Americas Securities LLC	4,903	$0.17M	0.0%	-12.9%	0.007%
5/2/2024	Jennison Associates LLC	1,874,673	$66.38M	0.0%	+1.1%	2.520%
4/29/2024	Principal Financial Group Inc.	12,646	$0.45M	0.0%	+45.9%	0.017%
4/18/2024	Allspring Global Investments Holdings LLC	21,188	$0.75M	0.0%	-38.3%	0.028%
4/16/2024	Hodges Capital Management Inc.	60,000	$2.12M	0.1%	N/A	0.081%
4/5/2024	Los Angeles Capital Management LLC	37,909	$1.34M	0.0%	-50.4%	0.051%
3/25/2024	Quadrature Capital Ltd	8,130	$0.24M	0.0%	-23.1%	0.011%
2/29/2024	TT International Asset Management LTD	10,206	$0.31M	0.0%	N/A	0.014%
2/14/2024	Azora Capital LP	465,355	$13.94M	1.2%	+32.8%	0.627%
2/13/2024	Campbell & CO Investment Adviser LLC	22,565	$0.68M	0.1%	+70.8%	0.030%
2/9/2024	Quest Partners LLC	18,613	$0.56M	0.1%	N/A	0.025%
2/9/2024	Trexquant Investment LP	10,969	$0.33M	0.0%	N/A	0.015%
2/9/2024	Dynamic Technology Lab Private Ltd	7,689	$0.23M	0.0%	N/A	0.010%
2/7/2024	Dimensional Fund Advisors LP	943,396	$28.26M	0.0%	+11.7%	1.270%
2/7/2024	Jump Financial LLC	14,894	$0.45M	0.0%	+13.6%	0.020%
2/7/2024	Teacher Retirement System of Texas	29,010	$0.87M	0.0%	-21.2%	0.039%
2/6/2024	Charles Schwab Investment Management Inc.	171,489	$5.14M	0.0%	+1.3%	0.231%
2/6/2024	One Charles Private Wealth Services LLC	41,390	$1.24M	0.7%	N/A	0.056%
2/6/2024	Swiss National Bank	51,300	$1.54M	0.0%	-9.8%	0.069%
2/5/2024	Victory Capital Management Inc.	14,614	$0.44M	0.0%	+54.8%	0.020%
2/1/2024	New York State Common Retirement Fund	24,931	$0.75M	0.0%	-8.1%	0.034%
2/1/2024	Jennison Associates LLC	1,853,384	$55.51M	0.0%	+7.8%	2.496%
1/31/2024	Federated Hermes Inc.	13,975	$0.42M	0.0%	+2.8%	0.019%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	8,027	$0.24M	0.0%	+13.0%	0.011%
1/30/2024	Strs Ohio	22,400	$0.67M	0.0%	-3.9%	0.030%
1/30/2024	Phocas Financial Corp.	108,464	$3.25M	0.4%	N/A	0.146%
1/25/2024	Allspring Global Investments Holdings LLC	34,329	$1.03M	0.0%	-22.7%	0.046%
1/24/2024	Arizona State Retirement System	7,266	$0.22M	0.0%	N/A	0.010%
1/12/2024	SG Americas Securities LLC	5,627	$0.17M	0.0%	N/A	0.008%
12/18/2023	Vanguard Group Inc.	2,085,366	$52.30M	0.0%	+1.2%	2.808%
12/6/2023	Citigroup Inc.	1,969	$49K	0.0%	-79.6%	0.003%
11/15/2023	Adage Capital Partners GP L.L.C.	787,960	$19.76M	0.0%	+14.8%	1.061%
11/14/2023	Quadrature Capital Ltd	10,579	$0.27M	0.0%	+46.6%	0.014%
11/13/2023	Mcmorgan & Co. LLC	128,863	$3.23M	0.6%	+19.3%	0.174%
11/13/2023	Algert Global LLC	106,460	$2.67M	0.1%	-5.2%	0.143%
11/13/2023	Hsbc Holdings PLC	9,166	$0.23M	0.0%	N/A	0.012%
11/13/2023	FMR LLC	105,898	$2.66M	0.0%	+10.3%	0.143%
11/13/2023	Aviva PLC	22,352	$0.56M	0.0%	-54.6%	0.030%
11/9/2023	Blair William & Co. IL	274,157	$6.88M	0.0%	-15.5%	0.369%
11/8/2023	Campbell & CO Investment Adviser LLC	13,211	$0.33M	0.0%	-38.6%	0.018%
11/8/2023	Charles Schwab Investment Management Inc.	169,337	$4.25M	0.0%	+4.9%	0.228%
11/8/2023	Swiss National Bank	56,900	$1.43M	0.0%	+1.1%	0.077%
11/8/2023	New York Life Investment Management LLC	11,321	$0.28M	0.0%	-13.7%	0.015%
11/7/2023	Quantbot Technologies LP	3,240	$81K	0.0%	N/A	0.004%
11/7/2023	Barclays PLC	23,040	$0.58M	0.0%	+18.9%	0.031%
11/7/2023	Jump Financial LLC	13,111	$0.33M	0.0%	-38.5%	0.018%
11/6/2023	Versor Investments LP	13,100	$0.33M	0.1%	N/A	0.018%
11/6/2023	Los Angeles Capital Management LLC	76,454	$1.92M	0.0%	-4.2%	0.103%
11/6/2023	Victory Capital Management Inc.	9,441	$0.24M	0.0%	N/A	0.013%
11/3/2023	Lmcg Investments LLC	36,487	$0.92M	0.1%	N/A	0.049%
10/31/2023	Teacher Retirement System of Texas	36,821	$0.92M	0.0%	-15.5%	0.050%
10/31/2023	Jennison Associates LLC	1,719,808	$43.13M	0.0%	+12.5%	2.316%
10/27/2023	Allspring Global Investments Holdings LLC	44,437	$1.11M	0.0%	-27.7%	0.060%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	11,851	$0.30M	0.0%	+6.1%	0.016%
10/26/2023	Strs Ohio	23,300	$0.58M	0.0%	+5.9%	0.031%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	7,102	$0.18M	0.0%	+40.8%	0.010%
10/24/2023	Bank of New York Mellon Corp	104,790	$2.63M	0.0%	+2.1%	0.141%
10/13/2023	Seneca House Advisors	246,860	$6.15M	3.2%	+7.1%	0.332%
8/24/2023	Alberta Investment Management Corp	18,555	$0.55M	0.0%	N/A	0.025%
8/22/2023	Virginia Retirement Systems ET AL	52,541	$1.56M	0.0%	N/A	0.071%
8/14/2023	Mcmorgan & Co. LLC	108,026	$3.20M	0.6%	+37.9%	0.145%
8/14/2023	West Tower Group LLC	2,075	$62K	0.0%	N/A	0.003%
8/14/2023	Cerity Partners LLC	605,481	$17.96M	0.1%	-8.1%	0.815%
8/11/2023	Panagora Asset Management Inc.	24,079	$0.71M	0.0%	-54.2%	0.032%
8/11/2023	Campbell & CO Investment Adviser LLC	21,513	$0.64M	0.1%	N/A	0.029%
8/11/2023	Capital World Investors	1,562,500	$46.34M	0.0%	+3.2%	2.104%
8/11/2023	Covestor Ltd	2,538	$75K	0.1%	+22,972.7%	0.003%
8/11/2023	JPMorgan Chase & Co.	2,924,875	$86.75M	0.0%	+5.5%	3.939%
8/11/2023	ExodusPoint Capital Management LP	10,952	$0.33M	0.0%	-41.1%	0.015%
8/7/2023	Acadian Asset Management LLC	9,023	$0.27M	0.0%	-33.5%	0.012%
8/7/2023	New York Life Investment Management LLC	13,119	$0.39M	0.0%	-13.3%	0.018%
8/3/2023	Los Angeles Capital Management LLC	79,832	$2.37M	0.0%	+14.6%	0.108%
8/3/2023	Jennison Associates LLC	1,528,327	$45.33M	0.0%	+60.1%	2.068%
8/3/2023	Bank of New York Mellon Corp	102,605	$3.04M	0.0%	-4.1%	0.139%
8/1/2023	Arizona State Retirement System	7,265	$0.22M	0.0%	+13.2%	0.010%
7/31/2023	Strs Ohio	22,000	$0.65M	0.0%	+7.8%	0.030%
7/24/2023	Allspring Global Investments Holdings LLC	61,443	$1.82M	0.0%	N/A	0.083%
7/20/2023	Seneca House Advisors	230,500	$6.84M	3.4%	-3.8%	0.312%
7/19/2023	Teacher Retirement System of Texas	43,594	$1.29M	0.0%	+35.6%	0.059%
7/19/2023	Summit Global Investments	8,400	$0.25M	0.0%	-83.1%	0.011%
7/18/2023	Allspring Global Investments Holdings LLC	61,443	$1.82M	0.0%	N/A	0.083%
7/13/2023	Phocas Financial Corp.	106,642	$3.16M	0.4%	N/A	0.144%
7/6/2023	Livforsakringsbolaget Skandia Omsesidigt	8,100	$0.24M	0.0%	N/A	0.011%
5/15/2023	HBK Investments L P	13,457	$0.42M	0.0%	N/A	0.018%
5/12/2023	NewEdge Advisors LLC	46,446	$1.46M	0.0%	+3.3%	0.063%
5/12/2023	Dark Forest Capital Management LP	6,639	$0.21M	0.1%	N/A	0.009%
5/12/2023	Blair William & Co. IL	347,725	$10.94M	0.0%	+203.9%	0.470%
5/12/2023	Panagora Asset Management Inc.	52,600	$1.65M	0.0%	+1.9%	0.071%
5/11/2023	Acadian Asset Management LLC	13,578	$0.42M	0.0%	N/A	0.018%
5/11/2023	Cerity Partners LLC	659,034	$20.73M	0.0%	N/A	0.892%
5/11/2023	ExodusPoint Capital Management LP	18,609	$0.59M	0.0%	N/A	0.025%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	9,829	$0.31M	0.0%	N/A	0.013%
5/8/2023	New York Life Investment Management LLC	15,132	$0.48M	0.0%	-40.6%	0.020%
5/8/2023	Zurcher Kantonalbank Zurich Cantonalbank	3,858	$0.12M	0.0%	-27.8%	0.005%
5/4/2023	Summit Global Investments	49,845	$1.57M	0.1%	+6.0%	0.067%
5/4/2023	Barclays PLC	23,121	$0.73M	0.0%	-20.1%	0.031%
5/4/2023	Mirae Asset Global Investments Co. Ltd.	11,769	$0.37M	0.0%	N/A	0.016%

Data available starting January 2016

AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

Today's Range

Now: $33.86

$33.86

$33.98

50 Day Range

MA: $35.17

$33.79

$37.03

52 Week Range

Now: $33.86

$22.92

$37.54

Volume

1,463,049 shs

Average Volume

315,343 shs

Market Capitalization

$2.52 billion

P/E Ratio

17.73

Dividend Yield

N/A

Beta

1.11

Who are the company insiders with the largest holdings of AssetMark Financial?: AssetMark Financial's top insider shareholders include:
Natalie Grace Wolfsen (CEO)
Michael Kim (Insider)
Carrie E Hansen (COO)
Ted F Angus (EVP)
Gary G Zyla (CFO)
Joel David Mcnatt Jr (EVP)
Learn More about top insider investors at AssetMark Financial.
Who are the major institutional investors of AssetMark Financial?: AssetMark Financial's top institutional investors include:
Jennison Associates LLC — 2.52%
Hodges Capital Management Inc. — 0.08%
Sei Investments Co. — 0.06%
Los Angeles Capital Management LLC — 0.05%
Allspring Global Investments Holdings LLC — 0.03%
Susquehanna Fundamental Investments LLC — 0.02%
Learn More about top institutional investors of AssetMark Financial stock.
Which institutional investors are selling AssetMark Financial stock?: Within the previous quarter, AMK stock was sold by these institutional investors:
Los Angeles Capital Management LLC
Allspring Global Investments Holdings LLC
Sei Investments Co.
SG Americas Securities LLC
Within the previous year, company insiders that have sold AssetMark Financial company stock include:
Natalie Grace Wolfsen (CEO)
Michael Kim (Insider)
Carrie E Hansen (COO)
Ted F Angus (EVP)
Gary G Zyla (CFO)
Joel David Mcnatt Jr (EVP)
Learn More investors selling AssetMark Financial stock.
Which institutional investors are buying AssetMark Financial stock?: Within the previous quarter, AMK stock was bought by institutional investors including:
Hodges Capital Management Inc.
Jennison Associates LLC
Susquehanna Fundamental Investments LLC
Horizon Investment Services LLC
Principal Financial Group Inc.