Cerity Partners LLC - ASSETMARK FINL HLDGS INC ownership

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ASSETMARK FINL HLDGS INC
ValueSharesWeighting
Q3 2023$15,185,463
-15.4%
605,4810.0%0.07%
+5.7%
Q2 2023$17,958,566
-13.4%
605,481
-8.1%
0.07%
+42.9%
Q1 2023$20,726,619659,0340.05%
Other shareholders
ASSETMARK FINL HLDGS INC shareholders Q4 2023
NameSharesValueWeighting ↓
Seneca House Advisors 230,500$6,836,6303.41%
Azora Capital LP 135,305$4,013,1460.73%
MCMORGAN & CO LLC 108,026$3,204,0510.60%
Phocas Financial Corp. 106,642$3,163,0000.43%
ALGERT GLOBAL LLC 112,340$3,3320.14%
Campbell & CO Investment Adviser LLC 21,513$638,0760.11%
State of Wyoming 11,137$330,3230.10%
ADVISORY RESEARCH INC 25,129$745,3260.10%
Cerity Partners LLC 605,481$17,958,5660.07%
DARK FOREST CAPITAL MANAGEMENT LP 24,153$716,3780.07%
View complete list of ASSETMARK FINL HLDGS INC shareholders