Sowell Financial Services LLC American Tower Corp Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$186.68 - $218.81 $179,212 - $210,057	-960 Reduced 8.4%	10,465 $2.07 Million
Q4 2023 Jan 24, 2024	SELL	$157.68 - $217.16 $83,097 - $114,443	-527 Reduced 4.41%	11,425 $2.47 Million
Q3 2023 Nov 08, 2023	SELL	$159.69 - $198.36 $128,071 - $159,084	-802 Reduced 6.29%	11,952 $1.97 Million
Q2 2023 Aug 14, 2023	BUY	$182.0 - $211.26 $733,824 - $851,800	4,032 Added 46.23%	12,754 $2.47 Million
Q1 2023 May 12, 2023	SELL	$191.2 - $232.77 $643,388 - $783,271	-3,365 Reduced 27.84%	8,722 $1.78 Million
Q4 2022 Feb 09, 2023	BUY	$185.4 - $223.6 $2.24 Million - $2.7 Million	12,087 New	12,087 $2.58 Million
Q1 2022 May 13, 2022	SELL	$226.87 - $286.38 $5.11 Million - $6.45 Million	-22,511 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$257.53 - $292.5 $1.01 Million - $1.15 Million	3,937 Added 21.2%	22,511 $6.62 Million
Q3 2021 Nov 04, 2021	SELL	$265.41 - $303.62 $1.84 Million - $2.1 Million	-6,924 Reduced 27.16%	18,574 $4.95 Million
Q2 2021 Aug 05, 2021	SELL	$240.06 - $272.79 $841,890 - $956,674	-3,507 Reduced 12.09%	25,498 $6.92 Million
Q1 2021 May 07, 2021	BUY	$198.66 - $241.83 $3.54 Million - $4.31 Million	17,825 Added 159.44%	29,005 $7.08 Million
Q4 2020 Jan 13, 2021	BUY	$216.72 - $246.38 $508,858 - $578,500	2,348 Added 26.59%	11,180 $2.51 Million
Q3 2020 Nov 12, 2020	BUY	$235.71 - $271.29 $28,992 - $33,368	123 Added 1.41%	8,832 $2.14 Million
Q2 2020 Aug 13, 2020	BUY	$206.97 - $267.39 $181,926 - $235,035	879 Added 11.23%	8,709 $2.25 Million
Q1 2020 May 12, 2020	BUY	$179.09 - $256.9 $165,120 - $236,861	922 Added 13.35%	7,830 $1.71 Million
Q4 2019 Feb 07, 2020	BUY	$205.69 - $229.82 $520,807 - $581,904	2,532 Added 57.86%	6,908 $1.59 Million
Q3 2019 Nov 14, 2019	BUY	$202.3 - $241.07 $30,547 - $36,401	151 Added 3.57%	4,376 $968,000
Q1 2019 May 15, 2019	SELL	$156.74 - $197.06 $5,956 - $7,488	-38 Reduced 0.89%	4,225 $0
Q4 2018 Mar 05, 2019	BUY	$140.68 - $167.63 $27,713 - $33,023	197 Added 4.85%	4,263 $674,000
Q3 2018 Nov 13, 2018	BUY	$140.38 - $151.17 $570,785 - $614,657	4,066 New	4,066 $591,000

Others Institutions Holding AMT

# of Institutions

2,038

Shares Held

418M

Call Options Held

2.78M

Put Options Held

2.35M

Vanguard Group Inc Valley Forge, PA

62.5M
Shares

$13.1 Billion
0.27% of portfolio
Black Rock Inc. New York, NY

38.1M
Shares

$7.98 Billion
0.17% of portfolio
State Street Corp Boston, MA

21.2M
Shares

$4.43 Billion
0.2% of portfolio
Cohen & Steers, Inc. New York, NY

15.7M
Shares

$3.29 Billion
6.51% of portfolio
Wellington Management Group LLP Boston, MA

11.4M
Shares

$2.38 Billion
0.48% of portfolio

View Full List

About AMERICAN TOWER CORP

Ticker AMT
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 465,587,008
Market Cap $97.4B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account