Purchases and Sales Made in Q1 2023 in Ametek Inc (AME)
This table provides information about the institutional ownership of Ametek Inc (AME) during Q1 2023. The information is specifically focused on institutions that hold shares of AMETEK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.68% |
$4.02K - $4.41K
|
4.44K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
30+ 0.08% |
$4.02K - $4.41K
|
37.1K
$6.6M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30New |
$4.02K - $4.41K
|
30
$5.33K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
29+ 0.33% |
$3.89K - $4.27K
|
8.78K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
29New |
$3.89K - $4.27K
|
29
$5.15K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
28+ 1.71% |
$3.75K - $4.12K
|
1.67K
$296K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
27+ 0.48% |
$3.62K - $3.97K
|
5.63K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
26+ 0.68% |
$3.48K - $3.82K
|
3.84K
$683K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23+ 0.04% |
$3.08K - $3.38K
|
64.8K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 0.84% |
$3.08K - $3.38K
|
2.76K
$490K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
22+ 5.93% |
$2.95K - $3.24K
|
393
$69.8K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.29% |
$2.81K - $3.09K
|
7.22K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 9.76% |
$2.68K - $2.94K
|
225
$40K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 9.18% |
$2.55K - $2.79K
|
226
$40.2K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
19+ 0.35% |
$2.55K - $2.79K
|
5.42K
$963K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
18+ 31.58% |
$2.41K - $2.65K
|
75
$13.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 8.25% |
$2.28K - $2.5K
|
223
$39.6K
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
17+ 16.5% |
$2.28K - $2.5K
|
120
$21.3K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
17+ 16.5% |
$2.28K - $2.5K
|
120
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16New |
$2.14K - $2.35K
|
16
$2.84K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15New |
$2.01K - $2.21K
|
15
$2.67K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
13+ 5.44% |
$1.74K - $1.91K
|
252
$44.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
12+ 5.66% |
$1.61K - $1.77K
|
224
$39.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
12+ 4.29% |
$1.61K - $1.77K
|
292
$51.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.23% |
$1.61K - $1.77K
|
5.34K
$949K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.17% |
$1.34K - $1.47K
|
470
$83.5K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
9+ 0.01% |
$1.21K - $1.32K
|
166K
$29.5M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6+ 0.2% |
$804 - $883
|
3.01K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 7.79% |
$804 - $883
|
83
$14.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 4.27% |
$670 - $735
|
122
$21.7K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 3.57% |
$670 - $735
|
145
$25.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.23% |
$536 - $588
|
1.74K
$309K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4+ 0.11% |
$536 - $588
|
3.62K
$644K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$402 - $441
|
3
$533
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 20.0% |
$268 - $294
|
12
$2.13K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 1.45% |
$134 - $147
|
70
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 2.56% |
$134 - $147
|
40
$7.11K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.04% |
$134 - $147
|
2.33K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.5% |
$134 - $147
|
198
$35.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 9.09% |
$268 - $294
|
20
$3.55K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.91% |
$268 - $294
|
218
$38.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 2.27% |
$268 - $294
|
86
$15.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 1.95% |
$402 - $441
|
151
$26.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 5.08% |
$402 - $441
|
56
$9.95K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 4.49% |
$536 - $588
|
85
$15.1K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 44.44% |
$536 - $588
|
5
$888
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 9.09% |
$670 - $735
|
50
$8.88K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.14% |
$670 - $735
|
3.51K
$623K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.64% |
$804 - $883
|
931
$165K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 17.14% |
$804 - $883
|
29
$5.15K
|