Purchases and Sales Made in Q2 2023 in Ametek Inc (AME)
This table provides information about the institutional ownership of Ametek Inc (AME) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 3.5% |
$3.34K - $4.05K
|
740
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25+ 8.77% |
$3.34K - $4.05K
|
310
$57.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23+ 56.1% |
$3.08K - $3.72K
|
64
$11.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
23+ 0.66% |
$3.08K - $3.72K
|
3.52K
$651K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 34.33% |
$3.08K - $3.72K
|
90
$16.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
22+ 0.05% |
$2.94K - $3.56K
|
48.9K
$9.04M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
22+ 0.06% |
$2.94K - $3.56K
|
39.8K
$7.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 1.43% |
$2.81K - $3.4K
|
1.49K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21+ 1.19% |
$2.81K - $3.4K
|
1.79K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.86% |
$2.67K - $3.24K
|
2.34K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19New |
$2.54K - $3.08K
|
19
$3.51K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 11.72% |
$2.27K - $2.75K
|
162
$30K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
16+ 21.33% |
$2.14K - $2.59K
|
91
$16.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 106.67% |
$2.14K - $2.59K
|
31
$5.73K
|
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14+ 1.14% |
$1.87K - $2.27K
|
1.24K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.85% |
$1.87K - $2.27K
|
1.67K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$1.87K - $2.27K
|
14
$2.59K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 17.81% |
$1.74K - $2.1K
|
86
$15.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 17.81% |
$1.74K - $2.1K
|
86
$15.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13+ 0.18% |
$1.74K - $2.1K
|
7.25K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 5.83% |
$1.74K - $2.1K
|
236
$43.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11+ 0.08% |
$1.47K - $1.78K
|
13.3K
$2.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 10.99% |
$1.34K - $1.62K
|
101
$18.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$1.34K - $1.62K
|
10
$1.85K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.42% |
$1.34K - $1.62K
|
302
$55.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$1.2K - $1.46K
|
9
$1.66K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.82% |
$1.07K - $1.3K
|
174
$32.2K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.82% |
$1.07K - $1.3K
|
174
$32.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$936 - $1.13K
|
7
$1.29K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.12% |
$936 - $1.13K
|
5.63K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 4.92% |
$802 - $971
|
128
$23.7K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 13.51% |
$669 - $809
|
42
$7.77K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 8.93% |
$669 - $809
|
61
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.72% |
$535 - $648
|
558
$103K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.05% |
$535 - $648
|
8.22K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4New |
$535 - $648
|
4
$740
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.15% |
$401 - $486
|
1.94K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.38% |
$401 - $486
|
221
$40.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3+ 4.76% |
$401 - $486
|
66
$12.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$401 - $486
|
16.7K
$3.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.09% |
$267 - $324
|
2.16K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.88% |
$267 - $324
|
228
$42.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 16.67% |
$267 - $324
|
14
$2.59K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 4.0% |
$267 - $324
|
52
$9.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$267 - $324
|
1.73K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.63% |
$267 - $324
|
318
$58.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$134 - $162
|
199
$36.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$134 - $162
|
18.8K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.66% |
$134 - $162
|
152
$28.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.06% |
$134 - $162
|
1.6K
$296K
|