Ep Wealth Advisors, LLC American Tower Corp Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in American Tower Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 326,920 shares of AMT stock, worth $67.8 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

326,920

Previous 315,322 3.68%

Holding current value

$67.8 Million

Previous $61.3 Million 24.03%

% of portfolio

0.68%

Previous 0.66%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$192.27 - $242.73 $2.23 Million - $2.82 Million	11,598 Added 3.68%	326,920 $76 Million
Q2 2024 Aug 19, 2024	BUY	$171.0 - $200.41 $4.21 Million - $4.94 Million	24,629 Added 8.47%	315,322 $61.3 Million
Q1 2024 May 14, 2024	BUY	$186.68 - $218.81 $2.59 Million - $3.03 Million	13,852 Added 5.0%	290,693 $57.4 Million
Q4 2023 Feb 28, 2024	BUY	$157.68 - $217.16 $1.63 Million - $2.24 Million	10,307 Added 3.87%	276,841 $59.8 Million
Q3 2023 Nov 22, 2023	BUY	$159.69 - $198.36 $6.55 Million - $8.14 Million	41,026 Added 18.19%	266,534 $43.8 Million
Q1 2023 Jun 05, 2023	BUY	$191.2 - $232.77 $4.81 Million - $5.86 Million	25,159 Added 12.56%	225,508 $46.1 Million
Q4 2022 Jun 12, 2023	SELL	$185.4 - $223.6 $2.14 Million - $2.58 Million	-11,546 Reduced 5.12%	213,962 $45.3 Million
Q3 2022 Dec 02, 2022	BUY	$213.72 - $281.52 $1.08 Million - $1.42 Million	5,055 Added 2.59%	200,349 $43 Million
Q2 2022 Aug 11, 2022	BUY	$224.72 - $268.62 $2.46 Million - $2.94 Million	10,962 Added 5.95%	195,294 $49.9 Million
Q1 2022 May 20, 2022	BUY	$226.87 - $286.38 $3.52 Million - $4.45 Million	15,534 Added 9.2%	184,332 $46.3 Million
Q4 2021 Feb 17, 2022	BUY	$257.53 - $292.5 $1.65 Million - $1.88 Million	6,411 Added 3.95%	168,798 $49.4 Million
Q3 2021 Nov 23, 2021	BUY	$265.41 - $303.62 $1.92 Million - $2.2 Million	7,243 Added 4.67%	162,387 $43.1 Million
Q2 2021 Aug 24, 2021	BUY	$240.06 - $272.79 $2.67 Million - $3.04 Million	11,139 Added 7.74%	155,144 $41.9 Million
Q1 2021 May 17, 2021	BUY	$198.66 - $241.83 $4.36 Million - $5.3 Million	21,932 Added 17.97%	144,005 $34.4 Million
Q4 2020 Feb 18, 2021	BUY	$216.72 - $246.38 $2.61 Million - $2.96 Million	12,024 Added 10.93%	122,073 $27.4 Million
Q3 2020 Nov 17, 2020	BUY	$235.71 - $271.29 $515,969 - $593,853	2,189 Added 2.03%	110,049 $26.6 Million
Q2 2020 Aug 14, 2020	BUY	$206.97 - $267.39 $75,337 - $97,329	364 Added 0.34%	107,860 $27.9 Million
Q1 2020 May 18, 2020	BUY	$179.09 - $256.9 $901,539 - $1.29 Million	5,034 Added 4.91%	107,496 $23.4 Million
Q4 2019 Feb 14, 2020	BUY	$205.69 - $229.82 $1.32 Million - $1.48 Million	6,423 Added 6.69%	102,462 $23.5 Million
Q3 2019 Nov 18, 2019	BUY	$202.3 - $241.07 $1.92 Million - $2.29 Million	9,503 Added 10.98%	96,039 $21.2 Million
Q2 2019 Aug 27, 2019	SELL	$189.85 - $217.52 $182,825 - $209,471	-963 Reduced 1.1%	86,536 $17.7 Million
Q1 2019 May 20, 2019	SELL	$156.74 - $197.06 $851,254 - $1.07 Million	-5,431 Reduced 5.84%	87,499 $17.2 Million
Q4 2018 Feb 19, 2019	SELL	$140.68 - $167.63 $170,222 - $202,832	-1,210 Reduced 1.29%	92,930 $14.7 Million
Q3 2018 Nov 15, 2018	BUY	$140.38 - $151.17 $166,911 - $179,741	1,189 Added 1.28%	94,140 $13.7 Million
Q2 2018 Aug 14, 2018	BUY	$135.1 - $144.26 $213,863 - $228,363	1,583 Added 1.73%	92,951 $13.4 Million
Q1 2018 May 15, 2018	SELL	$133.0 - $147.7 $1.92 Million - $2.13 Million	-14,417 Reduced 13.63%	91,368 $13.3 Million
Q4 2017 Feb 15, 2018	BUY	$135.86 - $152.72 $560,558 - $630,122	4,126 Added 4.06%	105,785 $15.1 Million
Q3 2017 Nov 15, 2017	BUY	$134.74 - $148.05 $348,572 - $383,005	2,587 Added 2.61%	101,659 $13.9 Million
Q2 2017 Aug 17, 2017	BUY	N/A	99,072	99,072 $13.1 Million

Others Institutions Holding AMT

# of Institutions

2,038

Shares Held

418M

Call Options Held

2.78M

Put Options Held

2.35M

View Full List

About AMERICAN TOWER CORP

Ticker AMT
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 465,587,008
Market Cap $96.5B
Description
American Tower Corporation, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of approximately 219,000 communications sites. For more information about American Tower, please visit the ?Earnings Materials? and ?Investor Presentations? sections of our...

More about AMT

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Ep Wealth Advisors, LLC American Tower Corp Transaction History