AMK Insider Trading

Insider Ownership Percentage: 2.00%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,651,304.40

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: $34.23
Price Change: +0.30 (1.20%)
As of 06/14/2024 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

AssetMark Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/10/2024Carrie E HansenCOOSell10,611$34.40$365,018.40134,582View SEC Filing Icon  
6/10/2024Esi Minta-JacobsInsiderSell2,529$34.40$86,997.6066,766View SEC Filing Icon  
6/10/2024Gary G. ZylaCFOSell7,786$34.40$267,838.4092,795View SEC Filing Icon  
6/10/2024Michael KimCEOSell9,445$34.40$324,908.00355,332View SEC Filing Icon  
6/10/2024Mukesh MehtaEVPSell8,880$34.40$305,472.00304,791View SEC Filing Icon  
12/6/2023Carrie E HansenCOOSell11,500$26.18$301,070.00145,193View SEC Filing Icon  
6/14/2023Ted F. AngusEVPSell7,265$28.16$204,582.40123,445View SEC Filing Icon  
6/9/2023Carrie E HansenCOOSell855$29.61$25,316.55156,693View SEC Filing Icon  
6/8/2023Gary G. ZylaCFOSell3,318$30.04$99,672.72101,436View SEC Filing Icon  
6/8/2023Joel David Mcnatt JrEVPSell1,456$30.04$43,738.2460,619View SEC Filing Icon  
6/8/2023Michael KimInsiderSell4,979$30.04$149,569.16335,656View SEC Filing Icon  
6/8/2023Natalie Grace WolfsenCEOSell7,186$30.04$215,867.44432,082View SEC Filing Icon  
5/17/2023Ted F. AngusEVPSell5,637$28.12$158,512.4496,991View SEC Filing Icon  
5/8/2023Gary G. ZylaCFOSell8,958$26.83$240,343.1489,597View SEC Filing Icon  
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  
5/7/2021Mukesh MehtaEVPSell6,800$25.00$170,000.00View SEC Filing Icon  
See Full Table

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

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
5/16/2024California State Teachers Retirement System25,578$0.91M0.0%-4.4%0.034%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC726,449$25.72M0.0%-1.2%0.976%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD6,278$0.22M0.0%N/A0.008%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd12,790$0.45M0.0%+57.3%0.017%Search for SEC Filing on Google Icon
5/14/2024Capital World Investors1,311,713$46.45M0.0%-18.6%1.763%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd775$27K0.0%-43.2%0.001%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC2,584$91K0.0%+6,360.0%0.003%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.2,140,031$75.78M0.0%+1.1%2.876%Search for SEC Filing on Google Icon
5/9/2024Blair William & Co. IL334,035$11.83M0.0%+3.6%0.449%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.45,694$1.62M0.0%-17.8%0.061%Search for SEC Filing on Google Icon
5/7/2024Susquehanna Fundamental Investments LLC12,696$0.45M0.0%N/A0.017%Search for SEC Filing on Google Icon
5/7/2024Horizon Investment Services LLC8,505$0.30M0.1%N/A0.011%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC4,903$0.17M0.0%-12.9%0.007%Search for SEC Filing on Google Icon
5/2/2024Jennison Associates LLC1,874,673$66.38M0.0%+1.1%2.520%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.12,646$0.45M0.0%+45.9%0.017%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC21,188$0.75M0.0%-38.3%0.028%Search for SEC Filing on Google Icon
4/16/2024Hodges Capital Management Inc.60,000$2.12M0.1%N/A0.081%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC37,909$1.34M0.0%-50.4%0.051%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd8,130$0.24M0.0%-23.1%0.011%Search for SEC Filing on Google Icon
2/29/2024TT International Asset Management LTD10,206$0.31M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/14/2024Azora Capital LP465,355$13.94M1.2%+32.8%0.627%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC22,565$0.68M0.1%+70.8%0.030%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC18,613$0.56M0.1%N/A0.025%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP10,969$0.33M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd7,689$0.23M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP943,396$28.26M0.0%+11.7%1.270%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC14,894$0.45M0.0%+13.6%0.020%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas29,010$0.87M0.0%-21.2%0.039%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.171,489$5.14M0.0%+1.3%0.231%Search for SEC Filing on Google Icon
2/6/2024One Charles Private Wealth Services LLC41,390$1.24M0.7%N/A0.056%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank51,300$1.54M0.0%-9.8%0.069%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.14,614$0.44M0.0%+54.8%0.020%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund24,931$0.75M0.0%-8.1%0.034%Search for SEC Filing on Google Icon
2/1/2024Jennison Associates LLC1,853,384$55.51M0.0%+7.8%2.496%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.13,975$0.42M0.0%+2.8%0.019%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank8,027$0.24M0.0%+13.0%0.011%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio22,400$0.67M0.0%-3.9%0.030%Search for SEC Filing on Google Icon
1/30/2024Phocas Financial Corp.108,464$3.25M0.4%N/A0.146%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC34,329$1.03M0.0%-22.7%0.046%Search for SEC Filing on Google Icon
1/24/2024Arizona State Retirement System7,266$0.22M0.0%N/A0.010%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC5,627$0.17M0.0%N/A0.008%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.2,085,366$52.30M0.0%+1.2%2.808%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.1,969$49K0.0%-79.6%0.003%Search for SEC Filing on Google Icon
11/15/2023Adage Capital Partners GP L.L.C.787,960$19.76M0.0%+14.8%1.061%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd10,579$0.27M0.0%+46.6%0.014%Search for SEC Filing on Google Icon
11/13/2023Mcmorgan & Co. LLC128,863$3.23M0.6%+19.3%0.174%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC106,460$2.67M0.1%-5.2%0.143%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC9,166$0.23M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/13/2023FMR LLC105,898$2.66M0.0%+10.3%0.143%Search for SEC Filing on Google Icon
11/13/2023Aviva PLC22,352$0.56M0.0%-54.6%0.030%Search for SEC Filing on Google Icon
11/9/2023Blair William & Co. IL274,157$6.88M0.0%-15.5%0.369%Search for SEC Filing on Google Icon
11/8/2023Campbell & CO Investment Adviser LLC13,211$0.33M0.0%-38.6%0.018%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.169,337$4.25M0.0%+4.9%0.228%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank56,900$1.43M0.0%+1.1%0.077%Search for SEC Filing on Google Icon
11/8/2023New York Life Investment Management LLC11,321$0.28M0.0%-13.7%0.015%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP3,240$81K0.0%N/A0.004%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC23,040$0.58M0.0%+18.9%0.031%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC13,111$0.33M0.0%-38.5%0.018%Search for SEC Filing on Google Icon
11/6/2023Versor Investments LP13,100$0.33M0.1%N/A0.018%Search for SEC Filing on Google Icon
11/6/2023Los Angeles Capital Management LLC76,454$1.92M0.0%-4.2%0.103%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.9,441$0.24M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/3/2023Lmcg Investments LLC36,487$0.92M0.1%N/A0.049%Search for SEC Filing on Google Icon
10/31/2023Teacher Retirement System of Texas36,821$0.92M0.0%-15.5%0.050%Search for SEC Filing on Google Icon
10/31/2023Jennison Associates LLC1,719,808$43.13M0.0%+12.5%2.316%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC44,437$1.11M0.0%-27.7%0.060%Search for SEC Filing on Google Icon
10/26/2023Mirae Asset Global Investments Co. Ltd.11,851$0.30M0.0%+6.1%0.016%Search for SEC Filing on Google Icon
10/26/2023Strs Ohio23,300$0.58M0.0%+5.9%0.031%Search for SEC Filing on Google Icon
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank7,102$0.18M0.0%+40.8%0.010%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp104,790$2.63M0.0%+2.1%0.141%Search for SEC Filing on Google Icon
10/13/2023Seneca House Advisors246,860$6.15M3.2%+7.1%0.332%Search for SEC Filing on Google Icon
8/24/2023Alberta Investment Management Corp18,555$0.55M0.0%N/A0.025%Search for SEC Filing on Google Icon
8/22/2023Virginia Retirement Systems ET AL52,541$1.56M0.0%N/A0.071%Search for SEC Filing on Google Icon
8/14/2023Mcmorgan & Co. LLC108,026$3.20M0.6%+37.9%0.145%Search for SEC Filing on Google Icon
8/14/2023West Tower Group LLC2,075$62K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/14/2023Cerity Partners LLC605,481$17.96M0.1%-8.1%0.815%Search for SEC Filing on Google Icon
8/11/2023Panagora Asset Management Inc.24,079$0.71M0.0%-54.2%0.032%Search for SEC Filing on Google Icon
8/11/2023Campbell & CO Investment Adviser LLC21,513$0.64M0.1%N/A0.029%Search for SEC Filing on Google Icon
8/11/2023Capital World Investors1,562,500$46.34M0.0%+3.2%2.104%Search for SEC Filing on Google Icon
8/11/2023Covestor Ltd2,538$75K0.1%+22,972.7%0.003%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.2,924,875$86.75M0.0%+5.5%3.939%Search for SEC Filing on Google Icon
8/11/2023ExodusPoint Capital Management LP10,952$0.33M0.0%-41.1%0.015%Search for SEC Filing on Google Icon
8/7/2023Acadian Asset Management LLC9,023$0.27M0.0%-33.5%0.012%Search for SEC Filing on Google Icon
8/7/2023New York Life Investment Management LLC13,119$0.39M0.0%-13.3%0.018%Search for SEC Filing on Google Icon
8/3/2023Los Angeles Capital Management LLC79,832$2.37M0.0%+14.6%0.108%Search for SEC Filing on Google Icon
8/3/2023Jennison Associates LLC1,528,327$45.33M0.0%+60.1%2.068%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp102,605$3.04M0.0%-4.1%0.139%Search for SEC Filing on Google Icon
8/1/2023Arizona State Retirement System7,265$0.22M0.0%+13.2%0.010%Search for SEC Filing on Google Icon
7/31/2023Strs Ohio22,000$0.65M0.0%+7.8%0.030%Search for SEC Filing on Google Icon
7/24/2023Allspring Global Investments Holdings LLC61,443$1.82M0.0%N/A0.083%Search for SEC Filing on Google Icon
7/20/2023Seneca House Advisors230,500$6.84M3.4%-3.8%0.312%Search for SEC Filing on Google Icon
7/19/2023Teacher Retirement System of Texas43,594$1.29M0.0%+35.6%0.059%Search for SEC Filing on Google Icon
7/19/2023Summit Global Investments8,400$0.25M0.0%-83.1%0.011%Search for SEC Filing on Google Icon
7/18/2023Allspring Global Investments Holdings LLC61,443$1.82M0.0%N/A0.083%Search for SEC Filing on Google Icon
7/13/2023Phocas Financial Corp.106,642$3.16M0.4%N/A0.144%Search for SEC Filing on Google Icon
7/6/2023Livforsakringsbolaget Skandia Omsesidigt8,100$0.24M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/15/2023HBK Investments L P13,457$0.42M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/12/2023NewEdge Advisors LLC46,446$1.46M0.0%+3.3%0.063%Search for SEC Filing on Google Icon
5/12/2023Dark Forest Capital Management LP6,639$0.21M0.1%N/A0.009%Search for SEC Filing on Google Icon
5/12/2023Blair William & Co. IL347,725$10.94M0.0%+203.9%0.470%Search for SEC Filing on Google Icon
5/12/2023Panagora Asset Management Inc.52,600$1.65M0.0%+1.9%0.071%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
AssetMark Financial logo
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.
Read More on AssetMark Financial

Today's Range

Now: $34.23
Low: $34.12
High: $34.52

50 Day Range

MA: $34.46
Low: $33.79
High: $37.03

52 Week Range

Now: $34.23
Low: $22.92
High: $37.54

Volume

1,059,648 shs

Average Volume

414,551 shs

Market Capitalization

$2.55 billion

P/E Ratio

17.92

Dividend Yield

N/A

Beta

1.1

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. Michael Kim (CEO)
  3. Michael Kim (Insider)
  4. Mukesh Mehta (EVP)
  5. Carrie E Hansen (COO)
  6. Ted F Angus (EVP)
  7. Gary G Zyla (CFO)
  8. Esi Minta-Jacobs (Insider)
  9. 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:
  1. Vanguard Group Inc. — 2.88%
  2. Jennison Associates LLC — 2.52%
  3. Capital World Investors — 1.76%
  4. Janus Henderson Group PLC — 0.98%
  5. Blair William & Co. IL — 0.45%
  6. Hodges Capital Management Inc. — 0.08%
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:
  1. Capital World Investors
  2. Los Angeles Capital Management LLC
  3. Allspring Global Investments Holdings LLC
  4. Sei Investments Co.
  5. Janus Henderson Group PLC
  6. California State Teachers Retirement System
  7. SG Americas Securities LLC
  8. Covestor Ltd
Within the previous year, company insiders that have sold AssetMark Financial company stock include:
  1. Natalie Grace Wolfsen (CEO)
  2. Michael Kim (CEO)
  3. Michael Kim (Insider)
  4. Mukesh Mehta (EVP)
  5. Carrie E Hansen (COO)
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:
  1. Hodges Capital Management Inc.
  2. Vanguard Group Inc.
  3. Jennison Associates LLC
  4. Susquehanna Fundamental Investments LLC
  5. Blair William & Co. IL
  6. Horizon Investment Services LLC
  7. Price T Rowe Associates Inc. MD
  8. Quadrature Capital Ltd