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AMK Insider Trading (AssetMark Financial)

Insider Ownership Percentage: 5.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $14,488,543.27

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: $25.45
Price Change: Price Increase of +0.09 (0.35%)
As of 09/24/2021 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
Hottest Stock Pick for 2021
This could be the most underrated stock available. Watch it closely.
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AssetMark Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
7/22/2019Mukesh MehtaEVPBuy500$22.00$11,000.00View SEC Filing Icon  
7/22/2019Securities Co. Ltd. HuataiMajor ShareholderSell8,125,000$20.57$167,131,250.00View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for AssetMark Financial (NYSE:AMK)

25.85% 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
9/3/2021Parametric Portfolio Associates LLC9,141$0.23M0.0%N/A0.012%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley67,625$1.70M0.0%-9.6%0.092%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN768,430$19.26M0.0%-34.2%1.045%Search for SEC Filing on Google Icon
8/17/2021Mcmorgan & Co. LLC34,156$0.86M0.2%N/A0.046%Search for SEC Filing on Google Icon
8/17/2021Invesco Ltd.49,509$1.24M0.0%+189.2%0.067%Search for SEC Filing on Google Icon
8/17/2021Metropolitan Life Insurance Co NY4,686$0.12M0.0%+93,620.0%0.006%Search for SEC Filing on Google Icon
8/17/2021Price T Rowe Associates Inc. MD709,496$17.78M0.0%+79.4%0.965%Search for SEC Filing on Google Icon
8/17/2021Citadel Advisors LLC102,268$2.56M0.0%+8.1%0.139%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE30,169$0.76M0.0%-29.2%0.041%Search for SEC Filing on Google Icon
8/16/2021PDT Partners LLC12,903$0.32M0.0%-12.1%0.018%Search for SEC Filing on Google Icon
8/16/2021First Trust Advisors LP25,960$0.65M0.0%+15.7%0.035%Search for SEC Filing on Google Icon
8/16/2021Royal Bank of Canada1,228$31K0.0%-98.7%0.002%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley67,625$1.70M0.0%-9.6%0.092%Search for SEC Filing on Google Icon
8/16/2021Credit Suisse AG10,822$0.27M0.0%-3.7%0.015%Search for SEC Filing on Google Icon
8/16/2021Azora Capital LP347,080$8.70M1.4%N/A0.472%Search for SEC Filing on Google Icon
8/16/2021Charles Schwab Investment Management Inc.121,067$3.03M0.0%+4.3%0.165%Search for SEC Filing on Google Icon
8/16/2021State Street Corp346,912$8.69M0.0%+13.4%0.472%Search for SEC Filing on Google Icon
8/16/2021Nuveen Asset Management LLC191,437$4.80M0.0%-11.7%0.260%Search for SEC Filing on Google Icon
8/16/2021Goldman Sachs Group Inc.46,384$1.16M0.0%-51.5%0.063%Search for SEC Filing on Google Icon
8/13/2021Golden Gate Private Equity Inc.515,515$12.92M1.6%+10.7%0.701%Search for SEC Filing on Google Icon
8/13/2021Renaissance Technologies LLC90,546$2.27M0.0%-25.4%0.123%Search for SEC Filing on Google Icon
8/13/2021Northern Trust Corp185,326$4.64M0.0%-4.0%0.252%Search for SEC Filing on Google Icon
8/13/2021Geode Capital Management LLC305,172$7.65M0.0%+11.6%0.415%Search for SEC Filing on Google Icon
8/13/2021Vanguard Group Inc.1,680,669$42.12M0.0%+3.1%2.285%Search for SEC Filing on Google Icon
8/12/2021Dimensional Fund Advisors LP106,812$2.68M0.0%+40.7%0.145%Search for SEC Filing on Google Icon
8/12/2021JPMorgan Chase & Co.2,757,471$69.10M0.0%-2.6%3.749%Search for SEC Filing on Google Icon
8/12/2021Jennison Associates LLC556,831$13.95M0.0%-1.1%0.757%Search for SEC Filing on Google Icon
8/11/2021Bank of New York Mellon Corp63,700$1.60M0.0%-1.1%0.087%Search for SEC Filing on Google Icon
8/11/2021BlackRock Inc.2,475,073$62.03M0.0%+4.8%3.416%Search for SEC Filing on Google Icon
8/11/2021Deutsche Bank AG10,647$0.27M0.0%-53.4%0.015%Search for SEC Filing on Google Icon
8/10/2021Mercer Global Advisors Inc. ADV2,013,697$50.46M0.4%N/A2.779%Search for SEC Filing on Google Icon
8/10/2021Citigroup Inc.1,995$50K0.0%+56.8%0.003%Search for SEC Filing on Google Icon
8/10/2021WINTON GROUP Ltd8,138$0.20M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/6/2021Swiss National Bank39,900$1M0.0%-3.6%0.055%Search for SEC Filing on Google Icon
8/5/2021Rhumbline Advisers23,583$0.59M0.0%+10.3%0.033%Search for SEC Filing on Google Icon
8/5/2021River & Mercantile Asset Management LLP18,900$0.47M0.0%N/A0.026%Search for SEC Filing on Google Icon
8/2/2021New York State Common Retirement Fund13,975$0.35M0.0%+11.8%0.019%Search for SEC Filing on Google Icon
5/18/2021Millennium Management LLC39,628$0.93M0.0%-43.3%0.055%Search for SEC Filing on Google Icon
5/18/2021D. E. Shaw & Co. Inc.27,060$0.63M0.0%+15.7%0.037%Search for SEC Filing on Google Icon
5/18/2021Loomis Sayles & Co. L P1,627,675$37.99M0.0%+10.9%2.246%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley74,789$1.75M0.0%-1.4%0.103%Search for SEC Filing on Google Icon
5/18/2021Citadel Advisors LLC94,621$2.21M0.0%-28.3%0.131%Search for SEC Filing on Google Icon
5/17/2021PDT Partners LLC14,677$0.34M0.0%-40.0%0.020%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada94,722$2.21M0.0%-38.4%0.131%Search for SEC Filing on Google Icon
5/17/2021Price T Rowe Associates Inc. MD395,472$9.23M0.0%+18.2%0.546%Search for SEC Filing on Google Icon
5/17/2021Golden Gate Private Equity Inc.465,515$10.87M5.3%N/A0.642%Search for SEC Filing on Google Icon
5/17/2021Quadrature Capital Ltd10,071$0.24M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/17/2021Janus Henderson Group PLC854,249$19.94M0.0%+27.8%1.179%Search for SEC Filing on Google Icon
5/17/2021Ameriprise Financial Inc.47,284$1.10M0.0%-37.6%0.065%Search for SEC Filing on Google Icon
5/17/2021Nuveen Asset Management LLC216,897$5.06M0.0%-6.3%0.299%Search for SEC Filing on Google Icon
5/17/2021Goldman Sachs Group Inc.95,676$2.23M0.0%+51.1%0.132%Search for SEC Filing on Google Icon
5/14/2021FIL Ltd4,073$95K0.0%-99.1%0.006%Search for SEC Filing on Google Icon
5/14/2021Dimensional Fund Advisors LP75,934$1.77M0.0%+8.0%0.105%Search for SEC Filing on Google Icon
5/14/2021Credit Suisse AG11,232$0.26M0.0%-40.1%0.016%Search for SEC Filing on Google Icon
5/13/2021Renaissance Technologies LLC121,300$2.83M0.0%+291.3%0.167%Search for SEC Filing on Google Icon
5/13/2021Citigroup Inc.1,272$30K0.0%-75.3%0.002%Search for SEC Filing on Google Icon
5/12/2021Northern Trust Corp193,101$4.51M0.0%-4.3%0.266%Search for SEC Filing on Google Icon
5/12/2021Geode Capital Management LLC273,361$6.38M0.0%+18.1%0.377%Search for SEC Filing on Google Icon
5/12/2021JPMorgan Chase & Co.2,831,810$66.09M0.0%+8.9%3.908%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG5,785$0.14M0.0%-42.9%0.008%Search for SEC Filing on Google Icon
5/11/2021Aigen Investment Management LP9,863$0.23M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/11/2021New York State Common Retirement Fund12,500$0.29M0.0%-26.0%0.017%Search for SEC Filing on Google Icon
5/11/2021Jennison Associates LLC562,928$13.14M0.0%-10.7%0.777%Search for SEC Filing on Google Icon
5/10/2021Russell Investments Group Ltd.18,189$0.42M0.0%-23.5%0.025%Search for SEC Filing on Google Icon
5/7/2021BlackRock Inc.2,361,884$55.13M0.0%+38.1%3.260%Search for SEC Filing on Google Icon
5/7/2021Swiss National Bank41,400$0.97M0.0%+2.5%0.057%Search for SEC Filing on Google Icon
5/6/2021Rhumbline Advisers21,378$0.50M0.0%-5.6%0.030%Search for SEC Filing on Google Icon
4/23/2021Strs Ohio1,300$30K0.0%-83.1%0.002%Search for SEC Filing on Google Icon
3/8/2021Dimensional Fund Advisors LP70,317$1.70M0.0%+75.0%0.097%Search for SEC Filing on Google Icon
2/25/2021Dimensional Fund Advisors LP70,317$1.70M0.0%+75.0%0.097%Search for SEC Filing on Google Icon
2/19/2021JPMorgan Chase & Co.2,599,936$62.92M0.0%+43.8%3.589%Search for SEC Filing on Google Icon
2/16/2021Squarepoint Ops LLC14,112$0.34M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/16/2021Tudor Investment Corp Et Al18,865$0.46M0.0%+98.2%0.026%Search for SEC Filing on Google Icon
2/16/2021Nuveen Asset Management LLC231,516$5.60M0.0%+41.7%0.320%Search for SEC Filing on Google Icon
2/16/2021Engineers Gate Manager LP11,155$0.27M0.0%-45.3%0.015%Search for SEC Filing on Google Icon
2/16/2021Janus Henderson Group PLC668,344$16.17M0.0%-0.1%0.923%Search for SEC Filing on Google Icon
2/16/2021Charles Schwab Investment Management Inc.112,027$2.71M0.0%+3.2%0.155%Search for SEC Filing on Google Icon
2/12/2021Allstate Corp31,639$0.77M0.0%+47.9%0.044%Search for SEC Filing on Google Icon
2/12/2021The Manufacturers Life Insurance Company11,222$0.27M0.0%+4.1%0.015%Search for SEC Filing on Google Icon
2/12/2021Credit Suisse AG18,740$0.45M0.0%+56.1%0.026%Search for SEC Filing on Google Icon
2/11/2021Northern Trust Corp201,686$4.88M0.0%-3.3%0.278%Search for SEC Filing on Google Icon
2/11/2021Citigroup Inc.5,140$0.12M0.0%-48.7%0.007%Search for SEC Filing on Google Icon
2/10/2021Rhumbline Advisers22,647$0.55M0.0%+12.8%0.031%Search for SEC Filing on Google Icon
2/10/2021Renaissance Technologies LLC31,000$0.75M0.0%N/A0.043%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN1,738,050$42.06M0.0%-4.1%2.399%Search for SEC Filing on Google Icon
2/8/2021Alliancebernstein L.P.12,300$0.30M0.0%-21.2%0.017%Search for SEC Filing on Google Icon
2/8/2021FIL Ltd445,835$10.79M0.0%N/A0.615%Search for SEC Filing on Google Icon
2/8/2021Russell Investments Group Ltd.23,789$0.58M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/6/2021Jennison Associates LLC630,628$15.26M0.0%-14.3%0.870%Search for SEC Filing on Google Icon
2/5/2021BlackRock Inc.1,710,666$41.40M0.0%+14.9%2.361%Search for SEC Filing on Google Icon
2/2/2021First Trust Advisors LP12,242$0.30M0.0%N/A0.017%Search for SEC Filing on Google Icon
12/8/2020Azora Capital LP463,397$10.07M1.3%N/A0.640%Search for SEC Filing on Google Icon
11/17/2020Jane Street Group LLC40,284$0.88M0.0%N/A0.056%Search for SEC Filing on Google Icon
11/16/2020Point72 Asset Management L.P.15,400$0.34M0.0%N/A0.021%Search for SEC Filing on Google Icon
11/16/2020Azora Capital LP463,397$10.07M1.3%N/A0.640%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley26,094$0.57M0.0%+3.0%0.036%Search for SEC Filing on Google Icon
11/13/2020Charles Schwab Investment Management Inc.108,540$2.36M0.0%+19.0%0.150%Search for SEC Filing on Google Icon
11/12/2020JPMorgan Chase & Co.1,807,419$40.52M0.0%+25.2%2.495%Search for SEC Filing on Google Icon
11/10/2020State Street Corp300,566$6.53M0.0%-4.8%0.415%Search for SEC Filing on Google Icon
11/9/2020Victory Capital Management Inc.649,964$14.13M0.0%+12.5%0.897%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. It also provides end-to-end experience, spanning nearly all elements of an adviser's engagement with client, from initial conversations to ongoing financial planning discussions, including performance reporting and billing. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.
Read More on AssetMark Financial

Today's Range

Now: $25.45
Low: $25.25
High: $25.54

50 Day Range

MA: $25.92
Low: $24.24
High: $27.11

52 Week Range

Now: $25.45
Low: $21.10
High: $27.20

Volume

36,500 shs

Average Volume

98,325 shs

Market Capitalization

$1.87 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.15

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

AssetMark Financial's top insider shareholders include:
  1. Charles G Goldman (CEO)
  2. Jeremiah H Chafkin (EVP)
  3. Natalie Grace Wolfsen (EVP)
  4. Carrie E Hansen (COO)
  5. Michael Kim (EVP)
  6. Mukesh Mehta (EVP)
  7. Gary G Zyla (CFO)
  8. Ted F Angus (EVP)
  9. Esi Minta-Jacobs (EVP)
  10. Jeremiah H Chafkin (Vice Chairman)

Who are the major institutional investors of AssetMark Financial?

AssetMark Financial's top institutional investors include:
  1. JPMorgan Chase & Co. — 3.75%
  2. BlackRock Inc. — 3.42%
  3. Mercer Global Advisors Inc. ADV — 2.78%
  4. Vanguard Group Inc. — 2.29%
  5. Wells Fargo & Company MN — 1.04%
  6. Price T Rowe Associates Inc. MD — 0.96%

Which institutional investors are selling AssetMark Financial stock?

Within the previous quarter, AMK stock was sold by these institutional investors:
  1. Wells Fargo & Company MN
  2. Royal Bank of Canada
  3. JPMorgan Chase & Co.
  4. Goldman Sachs Group Inc.
  5. Renaissance Technologies LLC
  6. Nuveen Asset Management LLC
  7. Bank of America Corp DE
  8. Deutsche Bank AG
Within the previous year, company insiders that have sold AssetMark Financial company stock include:
  1. Charles G Goldman (CEO)
  2. Jeremiah H Chafkin (EVP)
  3. Natalie Grace Wolfsen (EVP)
  4. Carrie E Hansen (COO)
  5. Michael Kim (EVP)
  6. Mukesh Mehta (EVP)
  7. Gary G Zyla (CFO)
  8. Ted F Angus (EVP)

Which institutional investors are buying AssetMark Financial stock?

Within the previous quarter, AMK stock was bought by institutional investors including:
  1. Mercer Global Advisors Inc. ADV
  2. Azora Capital LP
  3. Price T Rowe Associates Inc. MD
  4. BlackRock Inc.
  5. Vanguard Group Inc.
  6. Golden Gate Private Equity Inc.
  7. State Street Corp
  8. Mcmorgan & Co. LLC
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