AssetMark Financial Holdings, Inc.

NYSE:AMK Stock Report

Market Cap: US$2.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

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
05 Sep 24SellUS$1,793,301,415Huatai Securities Co., Ltd.Company50,873,799US$35.25
10 Jun 24SellUS$331,406Ted AngusIndividual9,634US$34.41
10 Jun 24SellUS$365,025Carrie HansenIndividual10,611US$34.41
10 Jun 24SellUS$324,893H. KimIndividual9,445US$34.41
10 Jun 24SellUS$181,203Joel McNattIndividual5,267US$34.41
10 Jun 24SellUS$305,461Mukesh MehtaIndividual8,880US$34.41
10 Jun 24SellUS$86,998Esi Minta-JacobsIndividual2,529US$34.41
10 Jun 24SellUS$267,817Gary ZylaIndividual7,786US$34.41
04 Mar 24SellUS$416,285H. KimIndividual11,833US$35.18

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of AMK?
Owner TypeNumber of SharesOwnership Percentage
State or Government6,9660.0092%
Individual Insiders1,326,2361.75%
Institutions23,525,81331.1%
Public Companies50,873,79967.2%

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

Top Shareholders

Top 25 shareholders own 93.16% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
68%
Huatai Securities Co., Ltd.
50,873,799US$1.8b0%no data
2.91%
BlackRock, Inc.
2,179,761US$76.8m17.1%no data
2.79%
The Vanguard Group, Inc.
2,086,641US$73.5m-2.49%no data
2.32%
Glazer Capital, LLC
1,739,617US$61.3m0%6.03%
1.96%
Polar Asset Management Partners Inc.
1,466,197US$51.7m0%1.84%
1.52%
Dimensional Fund Advisors LP
1,135,506US$40.0m6.3%0.01%
1.34%
Fidelity International Ltd
1,000,000US$35.2m0%0.01%
1.14%
First Trust Capital Management L.P.
855,208US$30.1m0%3.93%
1.02%
Jennison Associates LLC
764,750US$26.9m-59.2%0.02%
0.95%
Capital Research and Management Company
711,713US$25.1m-45.7%no data
0.9%
State Street Global Advisors, Inc.
676,875US$23.9m24.4%no data
0.81%
Cerity Partners LLC
606,119US$21.4m0.05%0.06%
0.79%
Millennium Management LLC
593,071US$20.9m176%0.02%
0.68%
Geode Capital Management, LLC
510,356US$18.0m6.92%no data
0.68%
AllianceBernstein L.P.
509,728US$18.0m2,490%0.01%
0.64%
Janus Henderson Group plc
479,708US$16.9m-34%0.01%
0.64%
Morgan Stanley, Investment Banking and Brokerage Investments
477,308US$16.8m4.74%no data
0.63%
Highland Capital Management, L.P.
469,740US$16.6m0%3.53%
0.55%
D. E. Shaw & Co., L.P.
414,658US$14.6m0%0.02%
0.54%
Qube Research & Technologies Ltd
404,017US$14.2m508%0.03%
0.5%
Picton Mahoney Asset Management
376,812US$13.3m0%0.41%
0.48%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
359,173US$12.7m18.2%no data
0.47%
Natalie Wolfsen
354,861US$12.5m0%no data
0.46%
Voloridge Investment Management, LLC
345,208US$12.2m0%0.04%
0.43%
H. Kim
321,371US$11.3m-1.55%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/09/05 02:54
End of Day Share Price 2024/09/05 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

AssetMark Financial Holdings, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James FotheringhamBMO Capital Markets Equity Research
Kevin McVeighCredit Suisse
Alexander BlosteinGoldman Sachs