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.

AMK Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

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

AssetMark Financial Share Price & Price History

^$26.48

▼ -0.06 (-0.23%)

As of 01/27/2023 01:00 AM ET

Days: 30 | 90 | 365

The Next Big Crisis Is Here

From Porter & Company | Ad

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 Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
4/9/2021	Ted F. Angus	EVP	Sell	10,069	$21.93	$220,813.17	79,350
3/10/2021	Ted F. Angus	EVP	Sell	9,923	$24.16	$239,739.68	89,419
3/1/2021	Ted F. Angus	EVP	Sell	20,291	$25.02	$507,680.82	99,342
2/10/2021	Carrie E Hansen	COO	Sell	32,160	$26.39	$848,702.40	93,578
2/10/2021	Ted F. Angus	EVP	Sell	16,687	$26.38	$440,203.06	119,633
2/8/2021	Carrie E Hansen	COO	Sell	36,338	$25.33	$920,441.54	148,811
2/5/2021	Gary G. Zyla	CFO	Sell	35,034	$25.02	$876,550.68	130,497
2/4/2021	Carrie E Hansen	COO	Sell	16,561	$24.24	$401,438.64	214,965
2/3/2021	Natalie Grace Wolfsen	EVP	Sell	22,846	$23.03	$526,143.38	328,703
2/1/2021	Natalie Grace Wolfsen	EVP	Sell	4,146	$23.01	$95,399.46	378,054
1/25/2021	Gary G. Zyla	CFO	Sell	101	$25.03	$2,528.03	165,531
1/21/2021	Gary G. Zyla	CFO	Sell	1,909	$25.00	$47,725.00	165,632
1/20/2021	Michael Kim	EVP	Sell	3,479	$25.01	$87,009.79	294,665
1/19/2021	Gary G. Zyla	CFO	Sell	200	$25.17	$5,034.00	170,297
1/4/2021	Ted F. Angus	EVP	Sell	13,847	$23.71	$328,312.37	154,209
12/14/2020	Michael Kim	EVP	Sell	20,694	$23.93	$495,207.42	306,081
12/11/2020	Michael Kim	EVP	Sell	13,411	$24.13	$323,607.43	324,833
12/8/2020	Gary G. Zyla	CFO	Sell	16,611	$25.17	$418,098.87	170,497
12/7/2020	Jeremiah H. Chafkin	EVP	Sell	10,931	$24.43	$267,044.33	409,181
12/4/2020	Gary G. Zyla	CFO	Sell	1,389	$25.01	$34,738.89	187,108
12/2/2020	Jeremiah H. Chafkin	EVP	Sell	6,007	$23.85	$143,266.95	444,149
11/30/2020	Jeremiah H. Chafkin	EVP	Sell	15,119	$23.88	$361,041.72	444,149
11/23/2020	Carrie E Hansen	COO	Sell	18,831	$24.09	$453,638.79	232,558
11/20/2020	Carrie E Hansen	COO	Sell	19,244	$24.10	$463,780.40	273,733
11/18/2020	Carrie E Hansen	COO	Sell	16,429	$24.49	$402,346.21	273,733
11/18/2020	Jeremiah H. Chafkin	EVP	Sell	13,223	$24.60	$325,285.80	472,491
11/16/2020	Jeremiah H. Chafkin	EVP	Sell	13,223	$24.78	$327,665.94	472,491
11/3/2020	Jeremiah H. Chafkin	EVP	Sell	7,933	$23.00	$182,459.00	485,714
10/14/2020	Jeremiah H. Chafkin	EVP	Sell	7,934	$23.00	$182,482.00	497,120
9/1/2020	Jeremiah H. Chafkin	EVP	Sell	7,934	$24.10	$191,209.40	501,581
8/3/2020	Mukesh Mehta	EVP	Sell	10,000	$27.65	$276,500.00	332,431
7/10/2020	Ted F. Angus	EVP	Sell	9,447	$27.16	$256,580.52	168,055
7/1/2020	Michael Kim	EVP	Sell	8,061	$26.80	$216,034.80	350,083
6/22/2020	Natalie Grace Wolfsen	EVP	Sell	5,191	$28.02	$145,451.82	418,654
6/19/2020	Natalie Grace Wolfsen	EVP	Sell	100	$27.99	$2,799.00	418,654
6/11/2020	Gary G. Zyla	CFO	Sell	15,500	$27.05	$419,275.00	200,337
6/10/2020	Charles G Goldman	CEO	Sell	31,182	$27.92	$870,601.44	2,013,197
6/10/2020	Natalie Grace Wolfsen	EVP	Sell	21,042	$27.92	$587,492.64	421,555
6/8/2020	Charles G Goldman	CEO	Sell	11,276	$28.12	$317,081.12	2,013,197
6/8/2020	Natalie Grace Wolfsen	EVP	Sell	7,926	$28.40	$225,098.40	421,555
6/5/2020	Charles G Goldman	CEO	Sell	11,730	$27.28	$319,994.40	2,013,197
6/3/2020	Charles G Goldman	CEO	Sell	10,085	$27.10	$273,303.50	2,013,197
6/3/2020	Esi Minta-Jacobs	EVP	Sell	443	$27.00	$11,961.00	47,202
6/1/2020	Charles G Goldman	CEO	Sell	12,706	$25.92	$329,339.52	2,013,197
6/1/2020	Jeremiah H. Chafkin	EVP	Sell	7,934	$25.68	$203,745.12	523,494
5/28/2020	Charles G Goldman	CEO	Sell	18,773	$26.40	$495,607.20	2,013,197
5/28/2020	Esi Minta-Jacobs	EVP	Sell	1,000	$27.03	$27,030.00	48,645
5/26/2020	Charles G Goldman	CEO	Sell	45,300	$25.91	$1,173,723.00	2,013,197
5/26/2020	Esi Minta-Jacobs	EVP	Sell	1,736	$27.10	$47,045.60	55,194
5/22/2020	Charles G Goldman	CEO	Sell	19,373	$26.55	$514,353.15	2,013,197
5/21/2020	Esi Minta-Jacobs	EVP	Sell	2,008	$27.00	$54,216.00	55,194
5/20/2020	Charles G Goldman	CEO	Sell	11,031	$26.27	$289,784.37	2,013,197
5/18/2020	Charles G Goldman	CEO	Sell	3,851	$25.19	$97,006.69	2,017,048
5/18/2020	Michael Kim	EVP	Sell	1,763	$25.29	$44,586.27	357,829
5/15/2020	Charles G Goldman	CEO	Sell	7,708	$24.51	$188,923.08	2,017,048
5/11/2020	Charles G Goldman	CEO	Sell	5,423	$24.07	$130,531.61	2,058,611
5/11/2020	Gary G. Zyla	CFO	Sell	12,881	$23.95	$308,499.95	197,339
5/11/2020	Ted F. Angus	EVP	Sell	9,447	$23.93	$226,066.71	177,672
5/8/2020	Charles G Goldman	CEO	Sell	51,556	$24.79	$1,278,073.24	2,058,611
5/7/2020	Michael Kim	EVP	Sell	2,600	$25.00	$65,000.00	375,229
5/6/2020	Charles G Goldman	CEO	Sell	48,322	$22.80	$1,101,741.60	2,166,071
5/4/2020	Charles G Goldman	CEO	Sell	88,317	$23.10	$2,040,122.70	2,319,191
5/1/2020	Charles G Goldman	CEO	Sell	25,825	$23.54	$607,920.50	2,319,191
5/1/2020	Jeremiah H. Chafkin	EVP	Sell	7,934	$23.41	$185,734.94	528,628
4/29/2020	Carrie E Hansen	COO	Sell	8,930	$23.22	$207,354.60	286,615
4/29/2020	Charles G Goldman	CEO	Sell	29,318	$23.44	$687,213.92	2,366,732
4/29/2020	Natalie Grace Wolfsen	EVP	Sell	13,917	$23.99	$333,868.83	449,481
4/27/2020	Carrie E Hansen	COO	Sell	3,172	$22.64	$71,814.08	297,482
4/27/2020	Charles G Goldman	CEO	Sell	6,320	$22.64	$143,084.80	2,366,732
4/27/2020	Natalie Grace Wolfsen	EVP	Sell	2,500	$22.63	$56,575.00	449,481
4/24/2020	Charles G Goldman	CEO	Sell	4,115	$22.21	$91,394.15	2,400,578
4/23/2020	Carrie E Hansen	COO	Sell	11,796	$22.16	$261,399.36	297,482
4/23/2020	Ted F. Angus	EVP	Sell	4,946	$22.16	$109,603.36	187,019
4/22/2020	Charles G Goldman	CEO	Sell	63	$22.04	$1,388.52	2,400,578
4/17/2020	Carrie E Hansen	COO	Sell	3,668	$22.09	$81,026.12	309,278
4/17/2020	Charles G Goldman	CEO	Sell	7,040	$22.09	$155,513.60	2,400,641
4/17/2020	Ted F. Angus	EVP	Sell	4,200	$22.11	$92,862.00	191,965
4/14/2020	Carrie E Hansen	COO	Sell	300	$22.00	$6,600.00	312,946
4/14/2020	Charles G Goldman	CEO	Sell	550	$22.00	$12,100.00	2,407,681
4/13/2020	Gary G. Zyla	CFO	Sell	8,036	$20.32	$163,291.52	218,184
4/13/2020	Natalie Grace Wolfsen	EVP	Sell	2,500	$20.37	$50,925.00	452,281
4/8/2020	Carrie E Hansen	COO	Sell	600	$22.00	$13,200.00	314,746
4/8/2020	Charles G Goldman	CEO	Sell	1,200	$22.00	$26,400.00	2,411,231
3/30/2020	Natalie Grace Wolfsen	EVP	Sell	2,500	$20.00	$50,000.00	456,981
3/26/2020	Natalie Grace Wolfsen	EVP	Sell	2,500	$19.99	$49,975.00	456,981
3/11/2020	Carrie E Hansen	COO	Sell	6,269	$22.23	$139,359.87	321,615
3/11/2020	Charles G Goldman	CEO	Sell	6,330	$22.22	$140,652.60	2,418,761
3/10/2020	Gary G. Zyla	CFO	Sell	8,889	$22.80	$202,669.20	232,231
3/10/2020	Ted F. Angus	EVP	Sell	8,700	$22.87	$198,969.00	197,311
3/9/2020	Carrie E Hansen	COO	Sell	19,189	$23.31	$447,295.59	362,930
3/9/2020	Charles G Goldman	CEO	Sell	19,174	$23.30	$446,754.20	2,460,081
3/6/2020	Carrie E Hansen	COO	Sell	13,240	$25.29	$334,839.60	362,930
3/6/2020	Charles G Goldman	CEO	Sell	13,413	$25.30	$339,348.90	2,460,081
3/4/2020	Carrie E Hansen	COO	Sell	5,724	$26.80	$153,403.20	384,362
3/4/2020	Charles G Goldman	CEO	Sell	5,760	$26.83	$154,540.80	2,481,978
3/2/2020	Carrie E Hansen	COO	Sell	4,815	$25.87	$124,564.05	384,362
3/2/2020	Charles G Goldman	CEO	Sell	4,859	$25.85	$125,605.15	2,481,978
3/2/2020	Jeremiah H. Chafkin	EVP	Sell	3,905	$25.77	$100,631.85	550,230

Is This The End of Capitalism?

From Porter & Company | Ad

EXPOSED: The establishment plot to disenfranchise and impoverish millions of Americans…

click here now to get all the chilling details.

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

AssetMark Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/8/2022	Bank of New York Mellon Corp	99,847	$1.83M	0.0%	+11.1%	0.135%
11/21/2022	California State Teachers Retirement System	27,498	$0.50M	0.0%	-1.6%	0.037%
11/18/2022	River & Mercantile Asset Management LLP	30,200	$0.75M	0.1%	N/A	0.041%
11/16/2022	Balyasny Asset Management LLC	96,033	$1.76M	0.0%	N/A	0.130%
11/15/2022	Alliancebernstein L.P.	17,200	$0.32M	0.0%	+36.5%	0.023%
11/15/2022	State Street Corp	399,448	$7.31M	0.0%	+2.8%	0.541%
11/15/2022	Algert Global LLC	71,752	$1.31M	0.1%	+22.0%	0.097%
11/15/2022	River & Mercantile Asset Management LLP	30,200	$0.75M	0.1%	N/A	0.041%
11/15/2022	Mercer Global Advisors Inc. ADV	1,167,055	$21.35M	0.1%	+0.1%	1.580%
11/15/2022	Two Sigma Advisers LP	65,200	$1.19M	0.0%	-1.7%	0.088%
11/15/2022	Two Sigma Investments LP	24,511	$0.45M	0.0%	N/A	0.033%
11/15/2022	Vanguard Group Inc.	1,957,694	$35.81M	0.0%	+1.8%	2.651%
11/15/2022	First Trust Advisors LP	96,181	$1.76M	0.0%	-1.8%	0.130%
11/15/2022	Bank of New York Mellon Corp	99,847	$1.83M	0.0%	+11.1%	0.135%
11/15/2022	BlackRock Inc.	1,879,902	$34.38M	0.0%	-7.0%	2.546%
11/15/2022	Citadel Advisors LLC	39,699	$0.73M	0.0%	-56.9%	0.054%
11/14/2022	Mcmorgan & Co. LLC	99,956	$1.83M	0.4%	-2.1%	0.135%
11/14/2022	Tudor Investment Corp Et Al	52,302	$0.96M	0.0%	+14.0%	0.071%
11/14/2022	Renaissance Technologies LLC	32,900	$0.60M	0.0%	+16.3%	0.045%
11/14/2022	Nuveen Asset Management LLC	72,082	$1.32M	0.0%	-49.8%	0.098%
11/10/2022	Credit Suisse AG	16,324	$0.30M	0.0%	+26.6%	0.022%
11/10/2022	ExodusPoint Capital Management LP	17,604	$0.32M	0.0%	-22.8%	0.024%
11/10/2022	Dimensional Fund Advisors LP	371,542	$6.80M	0.0%	+20.7%	0.503%
11/10/2022	Tower Research Capital LLC TRC	4,308	$79K	0.0%	-55.2%	0.006%
11/7/2022	Jump Financial LLC	10,000	$0.18M	0.0%	-12.3%	0.014%
11/3/2022	Barclays PLC	28,915	$0.53M	0.0%	-12.6%	0.039%
11/2/2022	Los Angeles Capital Management LLC	42,587	$0.78M	0.0%	-52.5%	0.058%
11/2/2022	Victory Capital Management Inc.	16,954	$0.31M	0.0%	+3.1%	0.023%
11/1/2022	Jennison Associates LLC	929,548	$17M	0.0%	+8.2%	1.259%
10/31/2022	SG Americas Securities LLC	6,783	$0.12M	0.0%	-16.0%	0.009%
8/23/2022	Summit Global Investments	49,238	$0.92M	0.1%	+83.7%	0.067%
8/22/2022	Legal & General Group Plc	7,099	$0.13M	0.0%	+32.4%	0.010%
8/22/2022	ExodusPoint Capital Management LP	22,802	$0.43M	0.0%	-32.8%	0.031%
8/18/2022	Goldman Sachs Group Inc.	86,368	$1.62M	0.0%	+4.5%	0.117%
8/16/2022	Price T Rowe Associates Inc. MD	2,346,527	$44.04M	0.0%	+4.7%	3.177%
8/15/2022	State Street Corp	388,551	$7.29M	0.0%	-0.4%	0.526%
8/15/2022	Cubist Systematic Strategies LLC	23,096	$0.43M	0.0%	-3.8%	0.031%
8/15/2022	Citadel Advisors LLC	92,083	$1.73M	0.0%	-30.9%	0.125%
8/15/2022	Millennium Management LLC	191,790	$3.60M	0.0%	-33.0%	0.260%
8/15/2022	Mcmorgan & Co. LLC	102,096	$1.92M	0.4%	+26.0%	0.138%
8/15/2022	Sei Investments Co.	39,722	$0.75M	0.0%	N/A	0.054%
8/13/2022	Renaissance Technologies LLC	28,300	$0.53M	0.0%	N/A	0.038%
8/13/2022	American International Group Inc.	10,087	$0.19M	0.0%	+11.6%	0.014%
8/12/2022	Northern Trust Corp	184,559	$3.46M	0.0%	+10.2%	0.250%
8/12/2022	Credit Suisse AG	12,899	$0.24M	0.0%	-4.5%	0.017%
8/12/2022	Rhumbline Advisers	30,915	$0.58M	0.0%	+41.5%	0.042%
8/11/2022	UBS Group AG	2,321	$44K	0.0%	-66.5%	0.003%
8/11/2022	JPMorgan Chase & Co.	3,134,202	$58.83M	0.0%	-0.6%	4.244%
8/9/2022	Swiss National Bank	51,900	$0.97M	0.0%	+19.3%	0.071%
8/5/2022	Los Angeles Capital Management LLC	89,609	$1.68M	0.0%	-5.8%	0.122%
8/2/2022	Jennison Associates LLC	859,346	$16.13M	0.0%	+2.7%	1.168%
8/1/2022	New York State Teachers Retirement System	1,600	$30K	0.0%	N/A	0.002%
8/1/2022	Victory Capital Management Inc.	16,446	$0.31M	0.0%	-31.6%	0.022%
7/29/2022	SG Americas Securities LLC	8,074	$0.15M	0.0%	N/A	0.011%
7/28/2022	CWM LLC	100,098	$1.88M	0.0%	N/A	0.136%
6/30/2022	Amalgamated Bank	2,192	$49K	0.0%	N/A	0.003%
6/7/2022	Bank of America Corp DE	13,530	$0.30M	0.0%	-39.7%	0.018%
5/17/2022	Mcmorgan & Co. LLC	81,016	$1.80M	0.4%	-3.0%	0.110%
5/17/2022	Royal Bank of Canada	1,524	$34K	0.0%	-61.3%	0.002%
5/16/2022	California State Teachers Retirement System	23,629	$0.53M	0.0%	-7.6%	0.032%
5/16/2022	Goldman Sachs Group Inc.	82,677	$1.84M	0.0%	-37.5%	0.112%
5/16/2022	State Street Corp	390,286	$8.68M	0.0%	-7.3%	0.530%
5/16/2022	Engineers Gate Manager LP	19,381	$0.43M	0.0%	+14.1%	0.026%
5/16/2022	Invesco Ltd.	50,882	$1.13M	0.0%	+6.1%	0.069%
5/16/2022	UBS Group AG	6,932	$0.15M	0.0%	-39.1%	0.009%
5/16/2022	Hsbc Holdings PLC	21,521	$0.49M	0.0%	+99.9%	0.029%
5/13/2022	Northern Trust Corp	167,453	$3.73M	0.0%	-3.2%	0.228%
5/13/2022	Charles Schwab Investment Management Inc.	136,447	$3.04M	0.0%	+2.7%	0.185%
5/13/2022	American International Group Inc.	9,037	$0.20M	0.0%	-6.6%	0.012%
5/13/2022	Vanguard Group Inc.	1,654,204	$36.81M	0.0%	-0.7%	2.248%
5/13/2022	Lord Abbett & CO. LLC	562,776	$12.52M	0.0%	+1.8%	0.765%
5/13/2022	Dimensional Fund Advisors LP	235,527	$5.24M	0.0%	+13.1%	0.320%
5/12/2022	BlackRock Inc.	2,001,374	$44.53M	0.0%	-3.5%	2.719%
5/12/2022	Rhumbline Advisers	21,851	$0.49M	0.0%	-9.1%	0.030%
5/12/2022	Panagora Asset Management Inc.	14,434	$0.32M	0.0%	N/A	0.020%
5/12/2022	MetLife Investment Management LLC	10,106	$0.23M	0.0%	+57.4%	0.014%
5/12/2022	Citigroup Inc.	1,419	$32K	0.0%	-70.3%	0.002%
5/11/2022	Bank of New York Mellon Corp	93,557	$2.08M	0.0%	+2.3%	0.127%
5/11/2022	Primecap Management Co. CA	251,700	$5.60M	0.0%	+55.8%	0.342%
5/11/2022	JPMorgan Chase & Co.	3,154,103	$70.18M	0.0%	+9.0%	4.286%
5/11/2022	Jennison Associates LLC	836,661	$18.62M	0.0%	+9.9%	1.137%
5/9/2022	Swiss National Bank	43,500	$0.97M	0.0%	+9.0%	0.059%
5/6/2022	IndexIQ Advisors LLC	17,690	$0.39M	0.0%	N/A	0.024%
5/4/2022	Victory Capital Management Inc.	24,047	$0.46M	0.0%	N/A	0.033%
4/29/2022	Summit Global Investments	26,800	$0.60M	0.0%	N/A	0.036%
4/21/2022	Strs Ohio	6,300	$0.14M	0.0%	N/A	0.009%
2/15/2022	Mcmorgan & Co. LLC	83,491	$2.19M	0.4%	+26.3%	0.114%
2/15/2022	Adage Capital Partners GP L.L.C.	1,200,150	$31.46M	0.1%	-4.5%	1.632%
2/14/2022	PDT Partners LLC	11,700	$0.31M	0.0%	-16.2%	0.016%
2/11/2022	Primecap Management Co. CA	161,600	$4.24M	0.0%	+17.1%	0.220%
2/11/2022	Renaissance Technologies LLC	118,600	$3.11M	0.0%	+30.2%	0.161%
2/10/2022	JPMorgan Chase & Co.	2,894,983	$75.88M	0.0%	+4.1%	3.936%
2/10/2022	Connor Clark & Lunn Investment Management Ltd.	9,042	$0.24M	0.0%	N/A	0.012%
2/9/2022	Dimensional Fund Advisors LP	208,181	$5.45M	0.0%	+23.0%	0.283%
2/8/2022	Jennison Associates LLC	761,480	$19.96M	0.0%	+37.1%	1.035%
2/8/2022	Northern Trust Corp	173,062	$4.54M	0.0%	-1.2%	0.235%
2/7/2022	SG Americas Securities LLC	5,096	$0.13M	0.0%	-58.6%	0.007%
2/4/2022	Mercer Global Advisors Inc. ADV	1,166,044	$30.56M	0.2%	-7.1%	1.585%
2/3/2022	Los Angeles Capital Management LLC	95,159	$2.49M	0.0%	+75.3%	0.129%
2/1/2022	Zurcher Kantonalbank Zurich Cantonalbank	6,878	$0.18M	0.0%	+80.7%	0.009%

Data available starting January 2016

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.

Today's Range

Now: $26.48

$26.35

$26.67

50 Day Range

MA: $24.16

$22.77

$26.54

52 Week Range

Now: $26.48

$16.88

$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:
Natalie Grace Wolfsen (CEO)
Natalie Grace Wolfsen (EVP)
Michael Kim (Insider)
Mukesh Mehta (EVP)
Carrie E Hansen (COO)
Gary G Zyla (CFO)
Ted F Angus (EVP)
Joel David Mcnatt Jr (EVP)
Jeremiah H Chafkin (EVP)
Jeremiah H Chafkin (Vice Chairman)
John Hahn (SVP)
Learn More about top insider investors at AssetMark Financial.