AMK Insider Trading

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Insider Ownership Percentage: 2.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $557,931.20

AssetMark Financial Insider Trading History Chart

AssetMark Financial Share Price & Price History

^$28.19

▲ +0.11 (0.39%)

As of 06/1/2023 01:00 AM 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
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
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

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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

AssetMark Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/18/2023	JPMorgan Chase & Co.	2,772,937	$87.21M	0.0%	-8.2%	3.751%
5/18/2023	New York State Common Retirement Fund	14,123	$0.44M	0.0%	-18.5%	0.019%
5/17/2023	Advisory Services Network LLC	869	$27K	0.0%	N/A	0.001%
5/16/2023	State Street Corp	462,980	$14.56M	0.0%	+7.0%	0.626%
5/16/2023	First Trust Advisors LP	120,379	$3.79M	0.0%	+18.8%	0.163%
5/16/2023	Geode Capital Management LLC	416,044	$13.09M	0.0%	+5.7%	0.563%
5/16/2023	AQR Capital Management LLC	20,678	$0.65M	0.0%	+17.4%	0.028%
5/15/2023	Cubist Systematic Strategies LLC	17,841	$0.56M	0.0%	-37.9%	0.024%
5/15/2023	Mcmorgan & Co. LLC	78,332	$2.46M	0.5%	-25.1%	0.106%
5/15/2023	Two Sigma Advisers LP	88,800	$2.79M	0.0%	+5.2%	0.120%
5/15/2023	Two Sigma Investments LP	45,532	$1.43M	0.0%	-23.4%	0.062%
5/15/2023	Deutsche Bank AG	13,475	$0.42M	0.0%	+48.2%	0.018%
5/15/2023	HBK Investments L P	13,457	$0.42M	0.0%	N/A	0.018%
5/15/2023	AXA S.A.	86,000	$2.71M	0.0%	N/A	0.116%
5/12/2023	Renaissance Technologies LLC	39,400	$1.24M	0.0%	-36.2%	0.053%
5/12/2023	BlackRock Inc.	1,841,322	$57.91M	0.0%	-2.5%	2.491%
5/12/2023	Bank of America Corp DE	29,089	$0.92M	0.0%	+113.6%	0.039%
5/12/2023	Prudential Financial Inc.	12,580	$0.40M	0.0%	N/A	0.017%
5/12/2023	UBS Group AG	12,732	$0.40M	0.0%	+7.1%	0.017%
5/12/2023	Sei Investments Co.	43,071	$1.36M	0.0%	N/A	0.058%
5/12/2023	NewEdge Advisors LLC	46,446	$1.46M	0.0%	+3.3%	0.063%
5/12/2023	Dark Forest Capital Management LP	6,639	$0.21M	0.1%	N/A	0.009%
5/12/2023	Dimensional Fund Advisors LP	585,865	$18.42M	0.0%	+47.8%	0.793%
5/12/2023	Aviva PLC	15,213	$0.48M	0.0%	N/A	0.021%
5/12/2023	Blair William & Co. IL	347,725	$10.94M	0.0%	+203.9%	0.470%
5/12/2023	Panagora Asset Management Inc.	52,600	$1.65M	0.0%	+1.9%	0.071%
5/12/2023	Charles Schwab Investment Management Inc.	158,939	$5M	0.0%	+0.3%	0.215%
5/11/2023	Acadian Asset Management LLC	13,578	$0.42M	0.0%	N/A	0.018%
5/11/2023	FMR LLC	42,441	$1.34M	0.0%	+18,846.9%	0.057%
5/11/2023	Cerity Partners LLC	659,034	$20.73M	0.0%	N/A	0.892%
5/11/2023	ExodusPoint Capital Management LP	18,609	$0.59M	0.0%	N/A	0.025%
5/11/2023	American Century Companies Inc.	8,141	$0.25M	0.0%	N/A	0.011%
5/11/2023	Rhumbline Advisers	34,647	$1.09M	0.0%	+4.9%	0.047%
5/11/2023	Citigroup Inc.	1,192	$37K	0.0%	+70.8%	0.002%
5/10/2023	Swiss National Bank	47,900	$1.51M	0.0%	-10.5%	0.065%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	9,829	$0.31M	0.0%	N/A	0.013%
5/9/2023	Bank of New York Mellon Corp	106,990	$3.37M	0.0%	-5.1%	0.145%
5/8/2023	New York Life Investment Management LLC	15,132	$0.48M	0.0%	-40.6%	0.020%
5/8/2023	Zurcher Kantonalbank Zurich Cantonalbank	3,858	$0.12M	0.0%	-27.8%	0.005%
5/4/2023	Summit Global Investments	49,845	$1.57M	0.1%	+6.0%	0.067%
5/4/2023	Barclays PLC	23,121	$0.73M	0.0%	-20.1%	0.031%
5/4/2023	Mirae Asset Global Investments Co. Ltd.	11,769	$0.37M	0.0%	N/A	0.016%
5/4/2023	Los Angeles Capital Management LLC	69,687	$2.19M	0.0%	+63.6%	0.094%
5/2/2023	Wakefield Asset Management LLLP	29,548	$0.93M	0.4%	N/A	0.040%
5/2/2023	Victory Capital Management Inc.	12,882	$0.41M	0.0%	-54.7%	0.017%
5/2/2023	Amalgamated Bank	2,240	$70K	0.0%	-18.2%	0.003%
4/28/2023	Signaturefd LLC	1,796	$56K	0.0%	+26.9%	0.002%
4/28/2023	SG Americas Securities LLC	8,216	$0.26M	0.0%	+12.5%	0.011%
4/27/2023	Arizona State Retirement System	6,419	$0.20M	0.0%	N/A	0.009%
4/27/2023	Strs Ohio	20,400	$0.64M	0.0%	+223.8%	0.028%
4/26/2023	Jennison Associates LLC	954,810	$30.03M	0.0%	+1.8%	1.292%
4/20/2023	Counterpoint Mutual Funds LLC	3,473	$0.11M	0.1%	N/A	0.005%
4/14/2023	Raymond James Financial Services Advisors Inc.	29,816	$0.94M	0.0%	N/A	0.040%
4/13/2023	Yarbrough Capital LLC	12,141	$0.38M	0.0%	N/A	0.016%
4/11/2023	Seneca House Advisors	239,500	$7.53M	3.9%	N/A	0.324%
3/23/2023	MetLife Investment Management LLC	10,983	$0.25M	0.0%	+8.7%	0.015%
2/28/2023	Voya Investment Management LLC	8,884	$0.20M	0.0%	N/A	0.012%
2/16/2023	Alliancebernstein L.P.	19,000	$0.44M	0.0%	+10.5%	0.026%
2/16/2023	State of Wyoming	4,898	$0.11M	0.0%	N/A	0.007%
2/15/2023	MetLife Investment Management LLC	10,983	$0.25M	0.0%	+8.7%	0.015%
2/15/2023	Mcmorgan & Co. LLC	104,541	$2.40M	0.5%	+4.6%	0.142%
2/15/2023	State of Wisconsin Investment Board	34,562	$0.80M	0.0%	-12.5%	0.047%
2/15/2023	T. Rowe Price Investment Management Inc.	2,348,171	$54.01M	0.0%	+0.8%	3.180%
2/15/2023	Millennium Management LLC	199,942	$4.60M	0.0%	-9.2%	0.271%
2/15/2023	Morgan Stanley	72,655	$1.67M	0.0%	-32.2%	0.098%
2/15/2023	Algert Global LLC	69,792	$1.61M	0.1%	-2.7%	0.095%
2/15/2023	AQR Capital Management LLC	17,607	$0.41M	0.0%	+2.1%	0.024%
2/14/2023	Susquehanna International Group LLP	9,157	$0.21M	0.0%	-43.3%	0.012%
2/14/2023	Two Sigma Investments LP	59,473	$1.37M	0.0%	+142.6%	0.081%
2/14/2023	Engineers Gate Manager LP	22,643	$0.52M	0.0%	N/A	0.031%
2/13/2023	Charles Schwab Investment Management Inc.	158,425	$3.64M	0.0%	+1.5%	0.215%
2/13/2023	Deutsche Bank AG	9,090	$0.21M	0.0%	-7.1%	0.012%
2/13/2023	Panagora Asset Management Inc.	51,622	$1.19M	0.0%	+50.0%	0.070%
2/13/2023	Renaissance Technologies LLC	61,800	$1.42M	0.0%	+87.8%	0.084%
2/13/2023	The Manufacturers Life Insurance Company	9,821	$0.23M	0.0%	N/A	0.013%
2/13/2023	Credit Suisse AG	18,987	$0.44M	0.0%	+16.3%	0.026%
2/13/2023	Geode Capital Management LLC	393,666	$9.05M	0.0%	+4.8%	0.533%
2/13/2023	Advisory Research Inc.	26,708	$0.61M	0.1%	N/A	0.036%
2/13/2023	JPMorgan Chase & Co.	3,021,960	$69.51M	0.0%	-3.9%	4.092%
2/13/2023	Teacher Retirement System of Texas	21,209	$0.49M	0.0%	N/A	0.029%
2/10/2023	Bank of America Corp DE	13,621	$0.31M	0.0%	+435.0%	0.018%
2/10/2023	New York Life Investment Management LLC	25,493	$0.59M	0.0%	+12.7%	0.035%
2/10/2023	Victory Capital Management Inc.	28,427	$0.65M	0.0%	+67.7%	0.038%
2/10/2023	Blair William & Co. IL	114,403	$2.63M	0.0%	N/A	0.155%
2/9/2023	First Trust Advisors LP	101,296	$2.33M	0.0%	+5.3%	0.137%
2/9/2023	Jennison Associates LLC	937,474	$21.56M	0.0%	+0.9%	1.269%
2/9/2023	Victory Capital Management Inc.	19,262	$0.51M	0.0%	+13.6%	0.026%
2/9/2023	Dimensional Fund Advisors LP	396,275	$9.12M	0.0%	+6.7%	0.537%
2/9/2023	Mercer Global Advisors Inc. ADV	1,066,810	$24.54M	0.1%	-8.6%	1.445%
2/8/2023	UBS Group AG	11,889	$0.27M	0.0%	+508.1%	0.016%
2/8/2023	Swiss National Bank	53,500	$1.23M	0.0%	+3.1%	0.072%
2/2/2023	SG Americas Securities LLC	7,303	$0.17M	0.0%	+7.7%	0.010%
2/1/2023	Bank of Montreal Can	40,395	$0.94M	0.0%	N/A	0.055%
2/1/2023	Zurcher Kantonalbank Zurich Cantonalbank	5,344	$0.12M	0.0%	-22.3%	0.007%
1/31/2023	Summit Global Investments	47,007	$1.08M	0.1%	-4.1%	0.064%
1/30/2023	New York State Common Retirement Fund	17,323	$0.40M	0.0%	+23.4%	0.023%
1/30/2023	Signaturefd LLC	1,415	$33K	0.0%	+82.3%	0.002%
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%

Data available starting January 2016

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.

Today's Range

Now: $28.19

$27.88

$28.45

50 Day Range

MA: $29.83

$26.31

$32.93

52 Week Range

Now: $28.19

$16.88

$33.00

Volume

92,164 shs

Average Volume

127,559 shs

Market Capitalization

$2.08 billion

P/E Ratio

21.20

Dividend Yield

N/A

Beta

1.03

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)
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.
Who are the major institutional investors of AssetMark Financial?: AssetMark Financial's top institutional investors include:
JPMorgan Chase & Co. — 3.75%
BlackRock Inc. — 2.49%
Jennison Associates LLC — 1.29%
Cerity Partners LLC — 0.89%
Dimensional Fund Advisors LP — 0.79%
State Street Corp — 0.63%
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:
JPMorgan Chase & Co.
BlackRock Inc.
Mcmorgan & Co. LLC
Renaissance Technologies LLC
Victory Capital Management Inc.
Two Sigma Investments LP
Cubist Systematic Strategies LLC
New York Life Investment Management LLC
Within the previous year, company insiders that have sold AssetMark Financial company stock include:
Natalie Grace Wolfsen (CEO)
Michael Kim (Insider)
Mukesh Mehta (EVP)
Carrie E Hansen (COO)
Gary G Zyla (CFO)
Ted F Angus (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:
Cerity Partners LLC
Seneca House Advisors
Blair William & Co. IL
Dimensional Fund Advisors LP
AXA S.A.
Sei Investments Co.
FMR LLC
State Street Corp