ASSETMARK FINL HLDGS INC's ticker is AMK and the CUSIP is 04546L106. A total of 122 filers reported holding ASSETMARK FINL HLDGS INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,708 | -49.2% | 9,166 | -62.2% | 0.00% | -100.0% |
| Q2 2022 | $454,000 | -6.4% | 24,264 | +12.7% | 0.00% | 0.0% |
| Q1 2022 | $485,000 | +75.1% | 21,521 | +99.9% | 0.00% | – |
| Q4 2021 | $277,000 | -10.4% | 10,765 | -13.0% | 0.00% | – |
| Q3 2021 | $309,000 | -40.6% | 12,373 | -40.6% | 0.00% | -100.0% |
| Q2 2021 | $520,000 | -11.0% | 20,832 | -16.3% | 0.00% | 0.0% |
| Q1 2021 | $584,000 | – | 24,895 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Seneca House Advisors | 246,860 | $6,151,751 | 3.20% |
| Azora Capital LP | 350,390 | $8,787,781 | 0.94% |
| MCMORGAN & CO LLC | 128,863 | $3,231,884 | 0.60% |
| Nebula Research & Development LLC | 13,441 | $337,100 | 0.18% |
| ALGERT GLOBAL LLC | 106,460 | $2,670 | 0.13% |
| Cerity Partners LLC | 605,481 | $15,185,463 | 0.07% |
| Versor Investments LP | 13,100 | $328,548 | 0.07% |
| LMCG INVESTMENTS, LLC | 36,487 | $915,094 | 0.06% |
| Y-Intercept (Hong Kong) Ltd | 24,349 | $610,673 | 0.06% |
| GSA CAPITAL PARTNERS LLP | 25,259 | $633 | 0.05% |