AssetMark Financial Holdings, Inc. AMK
35.24 0.00 (+0.00%)
At closeSep 4, 2024, 4:00 PM EDT
35.24 Day range 35.27
52-week range unavailable
Held by funds
4 US ETFs and mutual funds hold AMK · largest positions
Ownership
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 |
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 |