AssetMark Financial Holdings, Inc.

NYSE:AMK Stock Report

Mkt Cap: US$2.0b

AssetMark Financial Holdings Ownership

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


Recent Insider Transactions

NYSE:AMK Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Jun 22SellUS$48,416Ted AngusIndividual2,462US$20.00
10 Jun 22SellUS$54,413H. KimIndividual2,766US$20.00
10 Jun 22SellUS$90,900Natalie WolfsenIndividual4,610US$20.00
10 Jun 22SellUS$15,970Esi Minta-JacobsIndividual813US$20.00
10 Jun 22SellUS$48,416Gary ZylaIndividual2,462US$20.00
10 Jun 22SellUS$48,416Carrie HansenIndividual2,462US$20.00
10 Jun 22SellUS$48,416Mukesh MehtaIndividual2,462US$20.00
10 Jun 22SellUS$15,970Joel McNattIndividual813US$20.00
04 Mar 22SellUS$113,173Natalie WolfsenIndividual5,075US$22.30
04 Mar 22SellUS$91,742H. KimIndividual4,114US$22.30

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of AMK?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,541,7182.1%
General Public1,605,4612.2%
Institutions19,826,12826.8%
Public Companies50,873,79968.9%

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


Top Shareholders

Top 25 shareholders own 94.92% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
68.89%
Huatai Securities Co., Ltd.
50,873,799$1.4b0%no data
4.15%
J.P. Morgan Asset Management, Inc.
3,065,138$83.6m0.42%0.01%
3.15%
T. Rowe Price Group, Inc.
2,328,552$63.5m-0.77%0.01%
2.65%
The Vanguard Group, Inc.
1,957,694$53.4m1.76%no data
2.55%
BlackRock, Inc.
1,879,902$51.2m-6.97%no data
2%
Adage Capital Management, L.P.
1,476,382$40.2m6.62%0.09%
1.83%
Capital Research and Management Company
1,350,000$36.8m0%no data
1.58%
Mercer Global Advisors Inc.
1,167,055$31.8m0.09%0.16%
1.26%
Jennison Associates LLC
929,548$25.3m8.17%0.02%
1.03%
Janus Henderson Group plc
758,615$20.7m-9.22%0.01%
0.81%
Azora Capital LP
600,753$16.4m52.87%2.08%
0.54%
State Street Global Advisors, Inc.
399,448$10.9m2.8%no data
0.51%
Geode Capital Management, LLC
375,688$10.2m1.44%no data
0.5%
Dimensional Fund Advisors LP
371,542$10.1m20.69%no data
0.5%
Invenomic Capital Management, LP
371,267$10.1m0%1.19%
0.45%
Natalie Wolfsen
334,819$9.1m0%no data
0.41%
Jeremiah Chafkin
302,942$8.3m0%no data
0.4%
H. Kim
293,322$8.0m-2.21%no data
0.34%
PRIMECAP Management Company
251,700$6.9m0%0.01%
0.33%
Mukesh Mehta
245,617$6.7m0%no data
0.3%
Millennium Management LLC
220,259$6.0m14.84%0.01%
0.25%
Northern Trust Global Investments
184,736$5.0m0.1%no data
0.21%
Charles Schwab Investment Management, Inc.
156,067$4.3m0%no data
0.14%
McMorgan & Company LLC
99,956$2.7m-2.1%0.58%
0.14%
BNY Mellon Asset Management
99,847$2.7m11.11%no data