AssetMark Financial Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:0LA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Mar 24	Sell€383,274	H. Kim	Individual	11,833	€32.39
06 Dec 23	Sell€278,941	Carrie Hansen	Individual	11,500	€24.26
17 Nov 23	Sell€92,485	Joel McNatt	Individual	4,000	€23.12
14 Jun 23	Sell€188,543	Ted Angus	Individual	7,265	€25.95
09 Jun 23	Sell€48,927	Joel McNatt	Individual	1,756	€27.93
09 Jun 23	Sell€116,215	Ted Angus	Individual	4,173	€27.93
09 Jun 23	Sell€116,215	Mukesh Mehta	Individual	4,173	€27.93
09 Jun 23	Sell€116,215	Carrie Hansen	Individual	4,173	€27.93
09 Jun 23	Sell€37,783	Esi Minta-Jacobs	Individual	1,357	€27.93
09 Jun 23	Sell€237,826	Natalie Wolfsen	Individual	8,534	€27.93
09 Jun 23	Sell€176,182	H. Kim	Individual	6,327	€27.93
09 Jun 23	Sell€116,215	Gary Zyla	Individual	4,173	€27.93
17 May 23	Sell€155,847	Esi Minta-Jacobs	Individual	6,000	€25.97
17 May 23	Sell€146,418	Ted Angus	Individual	5,637	€25.97

Insider Trading Volume

Insider Buying: 0LA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0LA?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	6,085	0.00818%
General Public	791,741	1.06%
Individual Insiders	1,292,469	1.74%
Institutions	21,435,143	28.8%
Public Companies	50,873,799	68.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 94.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
68.4%	Huatai Securities Co., Ltd.	50,873,799	€1.6b	0%	no data
3.87%	JP Morgan Asset Management	2,879,955	€91.3m	-1.38%	0.01%
2.84%	The Vanguard Group, Inc.	2,116,522	€67.1m	1.49%	no data
2.6%	BlackRock, Inc.	1,937,171	€61.4m	10.6%	no data
2.49%	Jennison Associates LLC	1,853,384	€58.7m	7.77%	0.04%
2.17%	Capital Research and Management Company	1,611,713	€51.1m	-26%	no data
2.03%	T. Rowe Price Group, Inc.	1,512,437	€47.9m	-8.78%	no data
1.27%	Dimensional Fund Advisors LP	943,396	€29.9m	11.7%	0.01%
1.06%	Adage Capital Management, L.P.	789,298	€25.0m	0.17%	0.05%
0.99%	Janus Henderson Group plc	735,021	€23.3m	0.71%	0.01%
0.81%	Cerity Partners LLC	605,481	€19.2m	0%	0.05%
0.7%	State Street Global Advisors, Inc.	523,626	€16.6m	-0.94%	no data
0.63%	Geode Capital Management, LLC	472,374	€15.0m	6.61%	no data
0.63%	Millennium Management LLC	466,880	€14.8m	36.6%	0.01%
0.63%	Azora Capital LP	465,355	€14.7m	32.8%	1.41%
0.48%	Natalie Wolfsen	354,861	€11.2m	3.24%	no data
0.43%	William Blair Investment Management, LLC	322,494	€10.2m	17.6%	0.01%
0.43%	H. Kim	318,153	€10.1m	3.49%	no data
0.34%	PRIMECAP Management Company	251,700	€8.0m	0%	0.01%
0.34%	Mukesh Mehta	250,421	€7.9m	0%	no data
0.33%	Stony Point Wealth Management Inc.	246,860	€7.8m	0%	3.74%
0.3%	Northern Trust Global Investments	222,793	€7.1m	3.03%	no data
0.24%	Nuveen Investments, Inc.	178,603	€5.7m	-0.67%	0.02%
0.23%	Charles Schwab Investment Management, Inc.	171,489	€5.4m	0%	no data
0.19%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	139,842	€4.4m	94.9%	no data