AMG - UNIT INVESTMENT Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / UNIT INVESTMENT
Price per share
$26.91
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
205,861
Total reported value
$5,539,687
% of total 13F portfolios
0%
Share change
+174,094
Value change
+$4,684,867
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 3 institutional investors reported holding 205,861 shares of AMG - UNIT INVESTMENT.

Institutional Holders of AMG - UNIT INVESTMENT across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 205,861 $5,539,687 +$4,684,867 $26.91 3
2025 Q3 25,875 $697,312 $26.95 1
2025 Q2 25,875 $671,437 +$51,431 $25.95 1
2025 Q1 23,893 $602,808 +$3,381 $25.23 1
2024 Q4 23,759 $608,686 +$608,686 $25.62 1