AMK Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 2.30%

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

^$34.92

▲ +0.42 (1.22%)

As of 04/19/2024 02:55 PM ET

Days: 30 | 90 | 365

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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

Biden’s $374B Giveaway Into This Sector

From DTI | Ad

Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here

Click here for the full story

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
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%
3/11/2024	Vanguard Group Inc.	2,116,522	$63.39M	0.0%	+1.5%	2.850%
3/1/2024	Goldman Sachs Group Inc.	111,950	$3.35M	0.0%	+46.4%	0.151%
2/29/2024	TT International Asset Management LTD	10,206	$0.31M	0.0%	N/A	0.014%
2/16/2024	GSA Capital Partners LLP	14,391	$0.43M	0.0%	-43.0%	0.019%
2/15/2024	Legal & General Group Plc	22,581	$0.68M	0.0%	+1.5%	0.030%
2/15/2024	Barclays PLC	50,091	$1.50M	0.0%	+117.4%	0.067%
2/15/2024	Vanguard Group Inc.	2,116,522	$63.39M	0.0%	+1.5%	2.850%
2/15/2024	Nuveen Asset Management LLC	318,445	$9.54M	0.0%	+26.6%	0.429%
2/15/2024	OLD Mission Capital LLC	13,530	$0.41M	0.0%	N/A	0.018%
2/14/2024	Royal Bank of Canada	5,218	$0.16M	0.0%	+89.5%	0.007%
2/14/2024	Point72 Asset Management L.P.	9,000	$0.27M	0.0%	+148.3%	0.012%
2/14/2024	Cubist Systematic Strategies LLC	21,633	$0.65M	0.0%	-35.3%	0.029%
2/14/2024	Nebula Research & Development LLC	16,453	$0.49M	0.1%	+22.4%	0.022%
2/14/2024	Azora Capital LP	465,355	$13.94M	1.2%	+32.8%	0.627%
2/14/2024	Sei Investments Co.	55,576	$1.67M	0.0%	-7.1%	0.075%
2/14/2024	Quadrature Capital Ltd	8,130	$0.24M	0.0%	-23.1%	0.011%
2/13/2024	Northern Trust Corp	222,793	$6.67M	0.0%	+3.0%	0.300%
2/13/2024	Tower Research Capital LLC TRC	6,085	$0.18M	0.0%	+2,258.5%	0.008%
2/13/2024	First Trust Advisors LP	64,824	$1.94M	0.0%	-35.0%	0.087%
2/13/2024	Goldman Sachs Group Inc.	111,950	$3.35M	0.0%	+46.4%	0.151%
2/13/2024	The Manufacturers Life Insurance Company	12,660	$0.38M	0.0%	-3.6%	0.017%
2/13/2024	Campbell & CO Investment Adviser LLC	22,565	$0.68M	0.1%	+70.8%	0.030%
2/13/2024	California State Teachers Retirement System	26,759	$0.80M	0.0%	-3.5%	0.036%
2/12/2024	Allianz Asset Management GmbH	9,201	$0.28M	0.0%	N/A	0.012%
2/12/2024	Hsbc Holdings PLC	11,043	$0.34M	0.0%	+20.5%	0.015%
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	UBS Group AG	38,723	$1.16M	0.0%	+24.8%	0.052%
2/9/2024	Dynamic Technology Lab Private Ltd	7,689	$0.23M	0.0%	N/A	0.010%
2/9/2024	Norges Bank	76,200	$2.28M	0.0%	N/A	0.103%
2/7/2024	Principal Financial Group Inc.	8,666	$0.26M	0.0%	N/A	0.012%
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%
11/24/2023	Deutsche Bank AG	11,779	$0.30M	0.0%	+16.7%	0.016%
11/16/2023	Tudor Investment Corp Et Al	8,415	$0.21M	0.0%	-84.9%	0.011%
11/15/2023	The Manufacturers Life Insurance Company	13,127	$0.33M	0.0%	+28.5%	0.018%
11/15/2023	GSA Capital Partners LLP	25,259	$0.63M	0.1%	+134.1%	0.034%
11/15/2023	Sei Investments Co.	59,854	$1.50M	0.0%	+31.0%	0.081%
11/15/2023	JPMorgan Chase & Co.	3,010,408	$75.50M	0.0%	+2.9%	4.054%
11/15/2023	Legal & General Group Plc	22,244	$0.56M	0.0%	+17.6%	0.030%
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%
11/14/2023	California State Teachers Retirement System	27,718	$0.70M	0.0%	-7.8%	0.037%
11/14/2023	Qube Research & Technologies Ltd	30,063	$0.75M	0.0%	+31.2%	0.040%
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	Northern Trust Corp	216,235	$5.42M	0.0%	+2.3%	0.291%
11/13/2023	Hsbc Holdings PLC	9,166	$0.23M	0.0%	N/A	0.012%
11/13/2023	Invesco Ltd.	60,013	$1.51M	0.0%	-74.6%	0.081%
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	Rhumbline Advisers	31,684	$0.80M	0.0%	-1.5%	0.043%
11/9/2023	Deutsche Bank AG	11,779	$0.30M	0.0%	+16.7%	0.016%
11/9/2023	Citigroup Inc.	1,969	$49K	0.0%	-79.6%	0.003%
11/9/2023	Blair William & Co. IL	274,157	$6.88M	0.0%	-15.5%	0.369%
11/9/2023	UBS Group AG	31,019	$0.78M	0.0%	-2.5%	0.042%
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%
8/21/2023	California State Teachers Retirement System	30,070	$0.89M	0.0%	+9.4%	0.040%
8/16/2023	Nuveen Asset Management LLC	242,891	$7.20M	0.0%	-31.0%	0.327%
8/15/2023	Alliancebernstein L.P.	19,690	$0.58M	0.0%	+8.8%	0.027%

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: $34.92

$34.29

$34.96

50 Day Range

MA: $34.74

$31.11

$37.03

52 Week Range

Now: $34.92

$22.92

$37.54

Volume

95,596 shs

Average Volume

196,638 shs

Market Capitalization

$2.60 billion

P/E Ratio

21.29

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:
Hodges Capital Management Inc. — 0.08%
Los Angeles Capital Management LLC — 0.05%
Allspring Global Investments Holdings LLC — 0.03%
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
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.