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AMK Insider Trading

Insider Ownership Percentage: 2.10%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $530,932.07

AssetMark Financial Insider Trading History Chart

This chart shows the insider buying and selling history at AssetMark Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

AssetMark Financial Share Price & Price History

Current Price: $26.48
Price Change: Price Decrease of -0.06 (-0.23%)
As of 01/27/2023 01:00 AM ET

This chart shows the closing price history over time for AMK up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
The Next Big Crisis Is Here
You just can’t see it yet because it’s NOT a banking, financial, or economic crisis… it’s far worse and threatens every dollar in your retirement account.
Click here to watch it, free.

AssetMark Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/10/2022Carrie E HansenCOOSell877$19.06$16,715.62122,973View SEC Filing Icon  
6/9/2022Gary G. ZylaCFOSell1,585$20.00$31,700.0099,431View SEC Filing Icon  
6/9/2022Joel David Mcnatt JrEVPSell505$20.00$10,100.0020,547View SEC Filing Icon  
6/9/2022Michael KimInsiderSell1,801$20.00$36,020.00374,738View SEC Filing Icon  
6/9/2022Natalie Grace WolfsenCEOSell3,227$20.00$64,540.00419,498View SEC Filing Icon  
3/4/2022Michael KimInsiderSell4,114$22.30$91,742.20View SEC Filing Icon  
3/4/2022Natalie Grace WolfsenCEOSell5,075$22.30$113,172.50View SEC Filing Icon  
2/5/2022John HahnSVPSell6,675$25.01$166,941.75View SEC Filing Icon  
11/12/2021Mukesh MehtaEVPSell607$28.01$17,002.07View SEC Filing Icon  
11/10/2021Mukesh MehtaEVPSell27,937$28.04$783,353.48View SEC Filing Icon  
9/13/2021Jeremiah H. ChafkinVice ChairmanSell34,654$26.08$903,776.32View SEC Filing Icon  
9/2/2021Mukesh MehtaEVPSell9,377$27.06$253,741.62View SEC Filing Icon  
8/11/2021Jeremiah H. ChafkinEVPSell50,000$26.55$1,327,500.00View SEC Filing Icon  
6/25/2021Mukesh MehtaEVPSell2,534$27.04$68,519.36302,643View SEC Filing Icon  
6/16/2021Mukesh MehtaEVPSell100$27.00$2,700.00306,794View SEC Filing Icon  
5/18/2021Gary G. ZylaCFOSell65,000$24.74$1,608,100.0066,497View SEC Filing Icon  
5/10/2021Ted F. AngusEVPSell9,780$23.09$225,820.2069,570View SEC Filing Icon  
5/7/2021Mukesh MehtaEVPSell6,800$25.00$170,000.00View SEC Filing Icon  
4/9/2021Ted F. AngusEVPSell10,069$21.93$220,813.1779,350View SEC Filing Icon  
3/10/2021Ted F. AngusEVPSell9,923$24.16$239,739.6889,419View SEC Filing Icon  
3/1/2021Ted F. AngusEVPSell20,291$25.02$507,680.8299,342View SEC Filing Icon  
2/10/2021Carrie E HansenCOOSell32,160$26.39$848,702.4093,578View SEC Filing Icon  
2/10/2021Ted F. AngusEVPSell16,687$26.38$440,203.06119,633View SEC Filing Icon  
2/8/2021Carrie E HansenCOOSell36,338$25.33$920,441.54148,811View SEC Filing Icon  
2/5/2021Gary G. ZylaCFOSell35,034$25.02$876,550.68130,497View SEC Filing Icon  
2/4/2021Carrie E HansenCOOSell16,561$24.24$401,438.64214,965View SEC Filing Icon  
2/3/2021Natalie Grace WolfsenEVPSell22,846$23.03$526,143.38328,703View SEC Filing Icon  
2/1/2021Natalie Grace WolfsenEVPSell4,146$23.01$95,399.46378,054View SEC Filing Icon  
1/25/2021Gary G. ZylaCFOSell101$25.03$2,528.03165,531View SEC Filing Icon  
1/21/2021Gary G. ZylaCFOSell1,909$25.00$47,725.00165,632View SEC Filing Icon  
1/20/2021Michael KimEVPSell3,479$25.01$87,009.79294,665View SEC Filing Icon  
1/19/2021Gary G. ZylaCFOSell200$25.17$5,034.00170,297View SEC Filing Icon  
1/4/2021Ted F. AngusEVPSell13,847$23.71$328,312.37154,209View SEC Filing Icon  
12/14/2020Michael KimEVPSell20,694$23.93$495,207.42306,081View SEC Filing Icon  
12/11/2020Michael KimEVPSell13,411$24.13$323,607.43324,833View SEC Filing Icon  
12/8/2020Gary G. ZylaCFOSell16,611$25.17$418,098.87170,497View SEC Filing Icon  
12/7/2020Jeremiah H. ChafkinEVPSell10,931$24.43$267,044.33409,181View SEC Filing Icon  
12/4/2020Gary G. ZylaCFOSell1,389$25.01$34,738.89187,108View SEC Filing Icon  
12/2/2020Jeremiah H. ChafkinEVPSell6,007$23.85$143,266.95444,149View SEC Filing Icon  
11/30/2020Jeremiah H. ChafkinEVPSell15,119$23.88$361,041.72444,149View SEC Filing Icon  
11/23/2020Carrie E HansenCOOSell18,831$24.09$453,638.79232,558View SEC Filing Icon  
11/20/2020Carrie E HansenCOOSell19,244$24.10$463,780.40273,733View SEC Filing Icon  
11/18/2020Carrie E HansenCOOSell16,429$24.49$402,346.21273,733View SEC Filing Icon  
11/18/2020Jeremiah H. ChafkinEVPSell13,223$24.60$325,285.80472,491View SEC Filing Icon  
11/16/2020Jeremiah H. ChafkinEVPSell13,223$24.78$327,665.94472,491View SEC Filing Icon  
11/3/2020Jeremiah H. ChafkinEVPSell7,933$23.00$182,459.00485,714View SEC Filing Icon  
10/14/2020Jeremiah H. ChafkinEVPSell7,934$23.00$182,482.00497,120View SEC Filing Icon  
9/1/2020Jeremiah H. ChafkinEVPSell7,934$24.10$191,209.40501,581View SEC Filing Icon  
8/3/2020Mukesh MehtaEVPSell10,000$27.65$276,500.00332,431View SEC Filing Icon  
7/10/2020Ted F. AngusEVPSell9,447$27.16$256,580.52168,055View SEC Filing Icon  
7/1/2020Michael KimEVPSell8,061$26.80$216,034.80350,083View SEC Filing Icon  
6/22/2020Natalie Grace WolfsenEVPSell5,191$28.02$145,451.82418,654View SEC Filing Icon  
6/19/2020Natalie Grace WolfsenEVPSell100$27.99$2,799.00418,654View SEC Filing Icon  
6/11/2020Gary G. ZylaCFOSell15,500$27.05$419,275.00200,337View SEC Filing Icon  
6/10/2020Charles G GoldmanCEOSell31,182$27.92$870,601.442,013,197View SEC Filing Icon  
6/10/2020Natalie Grace WolfsenEVPSell21,042$27.92$587,492.64421,555View SEC Filing Icon  
6/8/2020Charles G GoldmanCEOSell11,276$28.12$317,081.122,013,197View SEC Filing Icon  
6/8/2020Natalie Grace WolfsenEVPSell7,926$28.40$225,098.40421,555View SEC Filing Icon  
6/5/2020Charles G GoldmanCEOSell11,730$27.28$319,994.402,013,197View SEC Filing Icon  
6/3/2020Charles G GoldmanCEOSell10,085$27.10$273,303.502,013,197View SEC Filing Icon  
6/3/2020Esi Minta-JacobsEVPSell443$27.00$11,961.0047,202View SEC Filing Icon  
6/1/2020Charles G GoldmanCEOSell12,706$25.92$329,339.522,013,197View SEC Filing Icon  
6/1/2020Jeremiah H. ChafkinEVPSell7,934$25.68$203,745.12523,494View SEC Filing Icon  
5/28/2020Charles G GoldmanCEOSell18,773$26.40$495,607.202,013,197View SEC Filing Icon  
5/28/2020Esi Minta-JacobsEVPSell1,000$27.03$27,030.0048,645View SEC Filing Icon  
5/26/2020Charles G GoldmanCEOSell45,300$25.91$1,173,723.002,013,197View SEC Filing Icon  
5/26/2020Esi Minta-JacobsEVPSell1,736$27.10$47,045.6055,194View SEC Filing Icon  
5/22/2020Charles G GoldmanCEOSell19,373$26.55$514,353.152,013,197View SEC Filing Icon  
5/21/2020Esi Minta-JacobsEVPSell2,008$27.00$54,216.0055,194View SEC Filing Icon  
5/20/2020Charles G GoldmanCEOSell11,031$26.27$289,784.372,013,197View SEC Filing Icon  
5/18/2020Charles G GoldmanCEOSell3,851$25.19$97,006.692,017,048View SEC Filing Icon  
5/18/2020Michael KimEVPSell1,763$25.29$44,586.27357,829View SEC Filing Icon  
5/15/2020Charles G GoldmanCEOSell7,708$24.51$188,923.082,017,048View SEC Filing Icon  
5/11/2020Charles G GoldmanCEOSell5,423$24.07$130,531.612,058,611View SEC Filing Icon  
5/11/2020Gary G. ZylaCFOSell12,881$23.95$308,499.95197,339View SEC Filing Icon  
5/11/2020Ted F. AngusEVPSell9,447$23.93$226,066.71177,672View SEC Filing Icon  
5/8/2020Charles G GoldmanCEOSell51,556$24.79$1,278,073.242,058,611View SEC Filing Icon  
5/7/2020Michael KimEVPSell2,600$25.00$65,000.00375,229View SEC Filing Icon  
5/6/2020Charles G GoldmanCEOSell48,322$22.80$1,101,741.602,166,071View SEC Filing Icon  
5/4/2020Charles G GoldmanCEOSell88,317$23.10$2,040,122.702,319,191View SEC Filing Icon  
5/1/2020Charles G GoldmanCEOSell25,825$23.54$607,920.502,319,191View SEC Filing Icon  
5/1/2020Jeremiah H. ChafkinEVPSell7,934$23.41$185,734.94528,628View SEC Filing Icon  
4/29/2020Carrie E HansenCOOSell8,930$23.22$207,354.60286,615View SEC Filing Icon  
4/29/2020Charles G GoldmanCEOSell29,318$23.44$687,213.922,366,732View SEC Filing Icon  
4/29/2020Natalie Grace WolfsenEVPSell13,917$23.99$333,868.83449,481View SEC Filing Icon  
4/27/2020Carrie E HansenCOOSell3,172$22.64$71,814.08297,482View SEC Filing Icon  
4/27/2020Charles G GoldmanCEOSell6,320$22.64$143,084.802,366,732View SEC Filing Icon  
4/27/2020Natalie Grace WolfsenEVPSell2,500$22.63$56,575.00449,481View SEC Filing Icon  
4/24/2020Charles G GoldmanCEOSell4,115$22.21$91,394.152,400,578View SEC Filing Icon  
4/23/2020Carrie E HansenCOOSell11,796$22.16$261,399.36297,482View SEC Filing Icon  
4/23/2020Ted F. AngusEVPSell4,946$22.16$109,603.36187,019View SEC Filing Icon  
4/22/2020Charles G GoldmanCEOSell63$22.04$1,388.522,400,578View SEC Filing Icon  
4/17/2020Carrie E HansenCOOSell3,668$22.09$81,026.12309,278View SEC Filing Icon  
4/17/2020Charles G GoldmanCEOSell7,040$22.09$155,513.602,400,641View SEC Filing Icon  
4/17/2020Ted F. AngusEVPSell4,200$22.11$92,862.00191,965View SEC Filing Icon  
4/14/2020Carrie E HansenCOOSell300$22.00$6,600.00312,946View SEC Filing Icon  
4/14/2020Charles G GoldmanCEOSell550$22.00$12,100.002,407,681View SEC Filing Icon  
4/13/2020Gary G. ZylaCFOSell8,036$20.32$163,291.52218,184View SEC Filing Icon  
4/13/2020Natalie Grace WolfsenEVPSell2,500$20.37$50,925.00452,281View SEC Filing Icon  
4/8/2020Carrie E HansenCOOSell600$22.00$13,200.00314,746View SEC Filing Icon  
4/8/2020Charles G GoldmanCEOSell1,200$22.00$26,400.002,411,231View SEC Filing Icon  
3/30/2020Natalie Grace WolfsenEVPSell2,500$20.00$50,000.00456,981View SEC Filing Icon  
3/26/2020Natalie Grace WolfsenEVPSell2,500$19.99$49,975.00456,981View SEC Filing Icon  
3/11/2020Carrie E HansenCOOSell6,269$22.23$139,359.87321,615View SEC Filing Icon  
3/11/2020Charles G GoldmanCEOSell6,330$22.22$140,652.602,418,761View SEC Filing Icon  
3/10/2020Gary G. ZylaCFOSell8,889$22.80$202,669.20232,231View SEC Filing Icon  
3/10/2020Ted F. AngusEVPSell8,700$22.87$198,969.00197,311View SEC Filing Icon  
3/9/2020Carrie E HansenCOOSell19,189$23.31$447,295.59362,930View SEC Filing Icon  
3/9/2020Charles G GoldmanCEOSell19,174$23.30$446,754.202,460,081View SEC Filing Icon  
3/6/2020Carrie E HansenCOOSell13,240$25.29$334,839.60362,930View SEC Filing Icon  
3/6/2020Charles G GoldmanCEOSell13,413$25.30$339,348.902,460,081View SEC Filing Icon  
3/4/2020Carrie E HansenCOOSell5,724$26.80$153,403.20384,362View SEC Filing Icon  
3/4/2020Charles G GoldmanCEOSell5,760$26.83$154,540.802,481,978View SEC Filing Icon  
3/2/2020Carrie E HansenCOOSell4,815$25.87$124,564.05384,362View SEC Filing Icon  
3/2/2020Charles G GoldmanCEOSell4,859$25.85$125,605.152,481,978View SEC Filing Icon  
3/2/2020Jeremiah H. ChafkinEVPSell3,905$25.77$100,631.85550,230View SEC Filing Icon  
See Full Table
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SEC Filings (Institutional Ownership Changes) for AssetMark Financial (NYSE:AMK)

26.81% 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

This chart shows the instiutional buying and selling at AMK by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

AssetMark Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/8/2022Bank of New York Mellon Corp99,847$1.83M0.0%+11.1%0.135%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System27,498$0.50M0.0%-1.6%0.037%Search for SEC Filing on Google Icon
11/18/2022River & Mercantile Asset Management LLP30,200$0.75M0.1%N/A0.041%Search for SEC Filing on Google Icon
11/16/2022Balyasny Asset Management LLC96,033$1.76M0.0%N/A0.130%Search for SEC Filing on Google Icon
11/15/2022Alliancebernstein L.P.17,200$0.32M0.0%+36.5%0.023%Search for SEC Filing on Google Icon
11/15/2022State Street Corp399,448$7.31M0.0%+2.8%0.541%Search for SEC Filing on Google Icon
11/15/2022Algert Global LLC71,752$1.31M0.1%+22.0%0.097%Search for SEC Filing on Google Icon
11/15/2022River & Mercantile Asset Management LLP30,200$0.75M0.1%N/A0.041%Search for SEC Filing on Google Icon
11/15/2022Mercer Global Advisors Inc. ADV1,167,055$21.35M0.1%+0.1%1.580%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Advisers LP65,200$1.19M0.0%-1.7%0.088%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Investments LP24,511$0.45M0.0%N/A0.033%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.1,957,694$35.81M0.0%+1.8%2.651%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP96,181$1.76M0.0%-1.8%0.130%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp99,847$1.83M0.0%+11.1%0.135%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.1,879,902$34.38M0.0%-7.0%2.546%Search for SEC Filing on Google Icon
11/15/2022Citadel Advisors LLC39,699$0.73M0.0%-56.9%0.054%Search for SEC Filing on Google Icon
11/14/2022Mcmorgan & Co. LLC99,956$1.83M0.4%-2.1%0.135%Search for SEC Filing on Google Icon
11/14/2022Tudor Investment Corp Et Al52,302$0.96M0.0%+14.0%0.071%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC32,900$0.60M0.0%+16.3%0.045%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC72,082$1.32M0.0%-49.8%0.098%Search for SEC Filing on Google Icon
11/10/2022Credit Suisse AG16,324$0.30M0.0%+26.6%0.022%Search for SEC Filing on Google Icon
11/10/2022ExodusPoint Capital Management LP17,604$0.32M0.0%-22.8%0.024%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP371,542$6.80M0.0%+20.7%0.503%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 4,308$79K0.0%-55.2%0.006%Search for SEC Filing on Google Icon
11/7/2022Jump Financial LLC10,000$0.18M0.0%-12.3%0.014%Search for SEC Filing on Google Icon
11/3/2022Barclays PLC28,915$0.53M0.0%-12.6%0.039%Search for SEC Filing on Google Icon
11/2/2022Los Angeles Capital Management LLC42,587$0.78M0.0%-52.5%0.058%Search for SEC Filing on Google Icon
11/2/2022Victory Capital Management Inc.16,954$0.31M0.0%+3.1%0.023%Search for SEC Filing on Google Icon
11/1/2022Jennison Associates LLC929,548$17M0.0%+8.2%1.259%Search for SEC Filing on Google Icon
10/31/2022SG Americas Securities LLC6,783$0.12M0.0%-16.0%0.009%Search for SEC Filing on Google Icon
8/23/2022Summit Global Investments49,238$0.92M0.1%+83.7%0.067%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc7,099$0.13M0.0%+32.4%0.010%Search for SEC Filing on Google Icon
8/22/2022ExodusPoint Capital Management LP22,802$0.43M0.0%-32.8%0.031%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.86,368$1.62M0.0%+4.5%0.117%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD2,346,527$44.04M0.0%+4.7%3.177%Search for SEC Filing on Google Icon
8/15/2022State Street Corp388,551$7.29M0.0%-0.4%0.526%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC23,096$0.43M0.0%-3.8%0.031%Search for SEC Filing on Google Icon
8/15/2022Citadel Advisors LLC92,083$1.73M0.0%-30.9%0.125%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC191,790$3.60M0.0%-33.0%0.260%Search for SEC Filing on Google Icon
8/15/2022Mcmorgan & Co. LLC102,096$1.92M0.4%+26.0%0.138%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.39,722$0.75M0.0%N/A0.054%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC28,300$0.53M0.0%N/A0.038%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.10,087$0.19M0.0%+11.6%0.014%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp184,559$3.46M0.0%+10.2%0.250%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG12,899$0.24M0.0%-4.5%0.017%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers30,915$0.58M0.0%+41.5%0.042%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG2,321$44K0.0%-66.5%0.003%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.3,134,202$58.83M0.0%-0.6%4.244%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank51,900$0.97M0.0%+19.3%0.071%Search for SEC Filing on Google Icon
8/5/2022Los Angeles Capital Management LLC89,609$1.68M0.0%-5.8%0.122%Search for SEC Filing on Google Icon
8/2/2022Jennison Associates LLC859,346$16.13M0.0%+2.7%1.168%Search for SEC Filing on Google Icon
8/1/2022New York State Teachers Retirement System1,600$30K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/1/2022Victory Capital Management Inc.16,446$0.31M0.0%-31.6%0.022%Search for SEC Filing on Google Icon
7/29/2022SG Americas Securities LLC8,074$0.15M0.0%N/A0.011%Search for SEC Filing on Google Icon
7/28/2022CWM LLC100,098$1.88M0.0%N/A0.136%Search for SEC Filing on Google Icon
6/30/2022Amalgamated Bank2,192$49K0.0%N/A0.003%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE13,530$0.30M0.0%-39.7%0.018%Search for SEC Filing on Google Icon
5/17/2022Mcmorgan & Co. LLC81,016$1.80M0.4%-3.0%0.110%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada1,524$34K0.0%-61.3%0.002%Search for SEC Filing on Google Icon
5/16/2022California State Teachers Retirement System23,629$0.53M0.0%-7.6%0.032%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.82,677$1.84M0.0%-37.5%0.112%Search for SEC Filing on Google Icon
5/16/2022State Street Corp390,286$8.68M0.0%-7.3%0.530%Search for SEC Filing on Google Icon
5/16/2022Engineers Gate Manager LP19,381$0.43M0.0%+14.1%0.026%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.50,882$1.13M0.0%+6.1%0.069%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG6,932$0.15M0.0%-39.1%0.009%Search for SEC Filing on Google Icon
5/16/2022Hsbc Holdings PLC21,521$0.49M0.0%+99.9%0.029%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp167,453$3.73M0.0%-3.2%0.228%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.136,447$3.04M0.0%+2.7%0.185%Search for SEC Filing on Google Icon
5/13/2022American International Group Inc.9,037$0.20M0.0%-6.6%0.012%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.1,654,204$36.81M0.0%-0.7%2.248%Search for SEC Filing on Google Icon
5/13/2022Lord Abbett & CO. LLC562,776$12.52M0.0%+1.8%0.765%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP235,527$5.24M0.0%+13.1%0.320%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.2,001,374$44.53M0.0%-3.5%2.719%Search for SEC Filing on Google Icon
5/12/2022Rhumbline Advisers21,851$0.49M0.0%-9.1%0.030%Search for SEC Filing on Google Icon
5/12/2022Panagora Asset Management Inc.14,434$0.32M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/12/2022MetLife Investment Management LLC10,106$0.23M0.0%+57.4%0.014%Search for SEC Filing on Google Icon
5/12/2022Citigroup Inc.1,419$32K0.0%-70.3%0.002%Search for SEC Filing on Google Icon
5/11/2022Bank of New York Mellon Corp93,557$2.08M0.0%+2.3%0.127%Search for SEC Filing on Google Icon
5/11/2022Primecap Management Co. CA251,700$5.60M0.0%+55.8%0.342%Search for SEC Filing on Google Icon
5/11/2022JPMorgan Chase & Co.3,154,103$70.18M0.0%+9.0%4.286%Search for SEC Filing on Google Icon
5/11/2022Jennison Associates LLC836,661$18.62M0.0%+9.9%1.137%Search for SEC Filing on Google Icon
5/9/2022Swiss National Bank43,500$0.97M0.0%+9.0%0.059%Search for SEC Filing on Google Icon
5/6/2022IndexIQ Advisors LLC17,690$0.39M0.0%N/A0.024%Search for SEC Filing on Google Icon
5/4/2022Victory Capital Management Inc.24,047$0.46M0.0%N/A0.033%Search for SEC Filing on Google Icon
4/29/2022Summit Global Investments26,800$0.60M0.0%N/A0.036%Search for SEC Filing on Google Icon
4/21/2022Strs Ohio6,300$0.14M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/15/2022Mcmorgan & Co. LLC83,491$2.19M0.4%+26.3%0.114%Search for SEC Filing on Google Icon
2/15/2022Adage Capital Partners GP L.L.C.1,200,150$31.46M0.1%-4.5%1.632%Search for SEC Filing on Google Icon
2/14/2022PDT Partners LLC11,700$0.31M0.0%-16.2%0.016%Search for SEC Filing on Google Icon
2/11/2022Primecap Management Co. CA161,600$4.24M0.0%+17.1%0.220%Search for SEC Filing on Google Icon
2/11/2022Renaissance Technologies LLC118,600$3.11M0.0%+30.2%0.161%Search for SEC Filing on Google Icon
2/10/2022JPMorgan Chase & Co.2,894,983$75.88M0.0%+4.1%3.936%Search for SEC Filing on Google Icon
2/10/2022Connor Clark & Lunn Investment Management Ltd.9,042$0.24M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/9/2022Dimensional Fund Advisors LP208,181$5.45M0.0%+23.0%0.283%Search for SEC Filing on Google Icon
2/8/2022Jennison Associates LLC761,480$19.96M0.0%+37.1%1.035%Search for SEC Filing on Google Icon
2/8/2022Northern Trust Corp173,062$4.54M0.0%-1.2%0.235%Search for SEC Filing on Google Icon
2/7/2022SG Americas Securities LLC5,096$0.13M0.0%-58.6%0.007%Search for SEC Filing on Google Icon
2/4/2022Mercer Global Advisors Inc. ADV1,166,044$30.56M0.2%-7.1%1.585%Search for SEC Filing on Google Icon
2/3/2022Los Angeles Capital Management LLC95,159$2.49M0.0%+75.3%0.129%Search for SEC Filing on Google Icon
2/1/2022Zurcher Kantonalbank Zurich Cantonalbank6,878$0.18M0.0%+80.7%0.009%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
AssetMark Financial logo
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions 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 to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
Read More on AssetMark Financial

Today's Range

Now: $26.48
Low: $26.35
High: $26.67

50 Day Range

MA: $24.16
Low: $22.77
High: $26.54

52 Week Range

Now: $26.48
Low: $16.88
High: $26.70

Volume

76,391 shs

Average Volume

78,907 shs

Market Capitalization

$1.96 billion

P/E Ratio

21.71

Dividend Yield

N/A

Beta

1.05

Who are the company insiders with the largest holdings of AssetMark Financial?

AssetMark Financial's top insider shareholders include:
  1. Natalie Grace Wolfsen (CEO)
  2. Natalie Grace Wolfsen (EVP)
  3. Michael Kim (Insider)
  4. Mukesh Mehta (EVP)
  5. Carrie E Hansen (COO)
  6. Gary G Zyla (CFO)
  7. Ted F Angus (EVP)
  8. Joel David Mcnatt Jr (EVP)
  9. Jeremiah H Chafkin (EVP)
  10. Jeremiah H Chafkin (Vice Chairman)
  11. John Hahn (SVP)
Learn More about top insider investors at AssetMark Financial.
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