AssetMark Financial Holdings, Inc. AMK

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35.24 0.00 0.00%

At close · Sep 4

35.24 Day range 35.27

52-week range unavailable

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Held by insiders 69.10%

Held by institutions 32.66%

Float held by institutions 105.70%

Institutions 210

Top institutional holders
Holder	% held	Shares	Value	Reported
JP Morgan Chase & Company	3.94%	2,924,875	86.75M	Jun 29, 2023
Vanguard Group Inc	2.78%	2,061,250	61.14M	Jun 29, 2023
T. Rowe Price Investment Management, Inc.	2.68%	1,988,541	58.98M	Jun 29, 2023
Blackrock Inc.	2.35%	1,746,332	51.80M	Jun 29, 2023
Capital World Investors	2.10%	1,562,500	46.34M	Jun 29, 2023
Jennison Associates LLC	2.06%	1,528,327	45.33M	Jun 29, 2023

Top mutual fund holders
Holder	% held	Shares	Value	Reported
Smallcap World Fund	3.28%	2,434,195	72.20M	Jun 29, 2023
JP Morgan Small Cap Equity Fund	2.27%	1,688,631	50.08M	Jun 29, 2023
Price (T.Rowe) Small-Cap Value Fund	1.81%	1,346,684	39.94M	Jun 29, 2023
PGIM Jennison Small Company Fd	1.25%	930,025	26.87M	Aug 30, 2023
Janus Henderson Venture Fund	0.91%	678,283	20.12M	Jun 29, 2023
Vanguard Total Stock Market Index Fund	0.86%	640,865	19.01M	Jun 29, 2023

AMK insiders
Insider	Relation	Latest transaction	Date	Shares held
ANGUS TED F	General Counsel	Stock Gift	Jul 28, 2024	114,158
BHAGAT ROHIT	Director	Stock Gift	Aug 29, 2024	59,049
HANSEN CARRIE E	Chief Operating Officer	Stock Gift	Aug 27, 2024	134,439
KIM MICHAEL	Chief Executive Officer	Stock Gift	Aug 29, 2024	0
MCNATT JOEL DAVID JR	Officer	Stock Gift	Aug 6, 2024	37,529
MEHTA MUKESH	Chief Technology Officer	Stock Gift	Aug 12, 2024	304,791

Ownership