Institutions / Assetmark, Inc / Activity

Activity — Assetmark, Inc

264 moves.

BiggestNew positionsBiggest addsExits
InsidersInstitutions
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewOmeros Corp
Common stock
$38.0K+4K
3,600
<0.01% of portfolio
low
Q1 2026
as of
NewVirtus Investment Partners, Inc.
Common stock
$36.1K+269
269
<0.01% of portfolio
low
Q1 2026
as of
NewSM Energy Co
Common stock
$35.1K+1K
1,126
<0.01% of portfolio
low
Q1 2026
as of
New337959100
Common stock
$34.0K+1K
1,057
<0.01% of portfolio
low
Q1 2026
as of
NewBayCom Corp
Common stock
$33.7K+1K
1,135
<0.01% of portfolio
low
Q1 2026
as of
New464286392
Common stock
$33.5K+186
186
<0.01% of portfolio
low
Q1 2026
as of
New464287812
Common stock
$32.4K+462
462
<0.01% of portfolio
low
Q1 2026
as of
New46137V639
Common stock
$31.7K+546
546
<0.01% of portfolio
low
Q1 2026
as of
New25434V781
Common stock
$30.1K+763
763
<0.01% of portfolio
low
Q1 2026
as of
New26922A503
Common stock
$30.0K+478
478
<0.01% of portfolio
low
Q1 2026
as of
New56170L612
Common stock
$28.5K+1K
1,072
<0.01% of portfolio
low
Q1 2026
as of
NewY7542C130
Common stock
$28.4K+380
380
<0.01% of portfolio
low
Q1 2026
as of
New26922A404
Common stock
$27.6K+763
763
<0.01% of portfolio
low
Q1 2026
as of
New69374H436
Common stock
$26.3K+654
654
<0.01% of portfolio
low
Q1 2026
as of
New45782C342
Common stock
$25.4K+700
700
<0.01% of portfolio
low
Q1 2026
as of
New003263100
Common stock
$22.5K+103
103
<0.01% of portfolio
low
Q1 2026
as of
New132061201
Common stock
$22.3K+296
296
<0.01% of portfolio
low
Q1 2026
as of
New45783Y855
Common stock
$21.1K+631
631
<0.01% of portfolio
low
Q1 2026
as of
New97717Y477
Common stock
$20.1K+376
376
<0.01% of portfolio
low
Q1 2026
as of
NewCardinal Infrastructure Group Inc.
Common stock
$19.9K+501
501
<0.01% of portfolio
low
Q1 2026
as of
New464286582
Common stock
$19.8K+204
204
<0.01% of portfolio
low
Q1 2026
as of
New74347X831
Common stock
$18.8K+451
451
<0.01% of portfolio
low
Q1 2026
as of
New61769L858
Common stock
$18.5K+357
357
<0.01% of portfolio
low
Q1 2026
as of
New46641Q407
Common stock
$18.2K+140
140
<0.01% of portfolio
low
Q1 2026
as of
NewSonida Senior Living, Inc.
Common stock
$18.2K+565
565
<0.01% of portfolio
low
Q1 2026
as of
New78464A821
Common stock
$18.0K+188
188
<0.01% of portfolio
low
Q1 2026
as of
New46436E288
Common stock
$18.0K+744
744
<0.01% of portfolio
low
Q1 2026
as of
New46141T117
Common stock
$17.8K+857
857
<0.01% of portfolio
low
Q1 2026
as of
New233051242
Common stock
$16.9K+287
287
<0.01% of portfolio
low
Q1 2026
as of
New381430602
Common stock
$15.0K+202
202
<0.01% of portfolio
low
Q1 2026
as of
New45782C664
Common stock
$14.4K+300
300
<0.01% of portfolio
low
Q1 2026
as of
NewPCN
PIMCO Corporate & Income Strategy Fund
Closed-End Fund
$14.1K+1K
1,187
<0.01% of portfolio
low
Q1 2026
as of
NewWestern New England Bancorp, Inc.
Common stock
$14.1K+1K
1,090
<0.01% of portfolio
low
Q1 2026
as of
New33738R688
Common stock
$13.6K+647
647
<0.01% of portfolio
low
Q1 2026
as of
NewNuveen S&P 500 Dynamic Overwrite Fund
Common stock
$13.5K+840
840
<0.01% of portfolio
low
Q1 2026
as of
NewWorthington Steel, Inc.
Common stock
$13.4K+443
443
<0.01% of portfolio
low
Q1 2026
as of
NewFirst Trust Exchange-Traded Fund VIII
Common stock
$13.3K+320
320
<0.01% of portfolio
low
Q1 2026
as of
New46137V878
Common stock
$12.6K+212
212
<0.01% of portfolio
low
Q1 2026
as of
NewPDI
PIMCO Dynamic Income Fund
Closed-End Fund
$12.4K+725
725
<0.01% of portfolio
low
Q1 2026
as of
New464286665
Common stock
$12.1K+227
227
<0.01% of portfolio
low
Q1 2026
as of
NewFirst Trust Exchange-Traded Fund VI
Common stock
$11.8K+515
515
<0.01% of portfolio
low
Q1 2026
as of
New69344A875
Common stock
$11.3K+116
116
<0.01% of portfolio
low
Q1 2026
as of
NewAlgoma Steel Group Inc.
Common stock
$10.3K+3K
2,500
<0.01% of portfolio
low
Q1 2026
as of
New45783Y731
Common stock
$10.1K+280
280
<0.01% of portfolio
low
Q1 2026
as of
New00768Y768
Common stock
$10.0K+207
207
<0.01% of portfolio
low
Q1 2026
as of
New98888G105
Common stock
$8.9K+262
262
<0.01% of portfolio
low
Q1 2026
as of
New78468R812
Common stock
$8.8K+51
51
<0.01% of portfolio
low
Q1 2026
as of
New464286764
Common stock
$8.7K+160
160
<0.01% of portfolio
low
Q1 2026
as of
NewOrrstown Financial Services Inc
Common stock
$8.3K+231
231
<0.01% of portfolio
low
Q1 2026
as of
New46138J783
Common stock
$8.0K+407
407
<0.01% of portfolio
low
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