ASSETMARK FINL HLDGS INC (AMK)
Institutional ownership reported to the SEC as of Q3 2024, across 21 quarters.
1
Reporting holders
$4.7K
Reported value
0.0%
Held as options
-129
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Blue Trust, Inc. | $4.7K | 136 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 1 | $4.7K | 136 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 130 | $725.2M | 20,997,027 | 36 | 37 | 39 | 0.2% |
| Q1 2024 | 127 | $823.8M | 23,349,912 | 24 | 35 | 43 | 0.1% |
| Q4 2023 | 114 | $681.1M | 22,833,432 | 16 | 46 | 25 | 0.0% |
| Q3 2023 | 108 | $482.3M | 19,337,478 | 13 | 42 | 31 | 0.0% |
| Q2 2023 | 104 | $565.7M | 19,182,503 | 13 | 43 | 34 | 0.0% |
| Q1 2023 | 104 | $558.4M | 17,842,607 | 26 | 42 | 26 | 0.3% |
| Q4 2022 | 80 | $282.3M | 12,344,077 | 22 | 32 | 15 | 0.0% |
| Q3 2022 | 88 | $376.4M | 20,578,972 | 12 | 31 | 23 | 0.0% |
| Q2 2022 | 85 | $368.8M | 19,627,244 | 16 | 35 | 21 | 0.1% |
| Q1 2022 | 81 | $432.8M | 19,452,357 | 12 | 25 | 32 | 0.0% |
| Q4 2021 | 84 | $504.6M | 19,256,289 | 13 | 31 | 22 | 0.0% |
| Q3 2021 | 76 | $477.6M | 19,198,718 | 20 | 31 | 15 | 0.0% |
| Q2 2021 | 61 | $476.3M | 19,004,815 | 6 | 21 | 26 | 0.0% |
| Q1 2021 | 65 | $394.8M | 16,915,568 | 7 | 20 | 28 | 0.0% |
| Q4 2020 | 63 | $408.5M | 16,881,009 | 13 | 24 | 14 | 0.0% |
| Q3 2020 | 60 | $371.3M | 17,020,760 | 7 | 25 | 15 | 0.0% |
| Q2 2020 | 61 | $481.9M | 17,660,252 | 9 | 35 | 13 | 0.0% |
| Q1 2020 | 56 | $325.6M | 15,966,883 | 1 | 31 | 14 | 0.0% |
| Q4 2019 | 66 | $463.2M | 15,939,832 | 14 | 27 | 14 | 0.0% |
| Q3 2019 | 67 | $391.2M | 15,015,606 | 67 | 0 | 0 | 0.0% |