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
06 Dec 23SellUS$301,070Carrie HansenIndividual11,500US$26.18

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