AssetMark Financial Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RONALD BLUE TRUST, INC. | 10/17/2024 | 136 | $4,699 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 10/18/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 11/19/2024 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FIL LTD | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| SEI INVESTMENTS CO | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| STRS OHIO | 11/01/2024 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| HSBC HOLDINGS PLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| BLAIR WILLIAM & CO/IL | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 0 | $0 | -100.00% | 0.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| DEUTSCHE BANK AG\ | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FEDERATED HERMES, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GLAZER CAPITAL, LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| GABELLI FUNDS LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
AssetMark Financial Holdings, Inc.institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of AssetMark Financial Holdings, Inc.. The most heavily invested institutionals were:
Ronald Blue Trust, Inc.: 136
First Trust Capital Management L.P.: 0
Financial Management Professionals, Inc.: 0
DIMENSIONAL FUND ADVISORS LP: 0
LMCG INVESTMENTS, LLC: 0
MILLENNIUM MANAGEMENT LLC: 0
0.00% of AssetMark Financial Holdings, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.45 M shares in the last 24 months. This purchase volume represents approximately $86.26 M in transactions.