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 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.06% |
$134 - $162
|
1.6K
$284K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.66% |
$134 - $162
|
152
$27K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.04% |
$134 - $162
|
2.33K
$413K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 0.03% |
$134 - $162
|
3.07K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.82% |
$134 - $162
|
121
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 6.25% |
$134 - $162
|
15
$2.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 12.5% |
$267 - $324
|
14
$2.49K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2- 0.03% |
$267 - $324
|
6.44K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.13% |
$535 - $648
|
3.11K
$552K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-9- 0.55% |
$1.2K - $1.46K
|
1.62K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-10- 0.01% |
$1.34K - $1.62K
|
78.2K
$13.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10- 0.11% |
$1.34K - $1.62K
|
8.73K
$1.55M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.43% |
$1.34K - $1.62K
|
2.34K
$415K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-11- 1.42% |
$1.47K - $1.78K
|
763
$136K
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-11- 0.38% |
$1.47K - $1.78K
|
2.88K
$512K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-12- 0.33% |
$1.6K - $1.94K
|
3.61K
$642K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 14.46% |
$1.6K - $1.94K
|
71
$12.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-13- 0.38% |
$1.74K - $2.1K
|
3.42K
$608K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.17% |
$1.87K - $2.27K
|
8.39K
$1.49M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 20.48% |
$2.27K - $2.75K
|
66
$11.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-18- 0.94% |
$2.41K - $2.91K
|
1.89K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-19- 0.35% |
$2.54K - $3.08K
|
5.4K
$959K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-19- 0.35% |
$2.54K - $3.08K
|
5.4K
$959K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 4.26% |
$2.67K - $3.24K
|
450
$80K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-23- 0.06% |
$3.08K - $3.72K
|
38.3K
$6.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-25- 65.79% |
$3.34K - $4.05K
|
13
$2.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-30- 1.0% |
$4.01K - $4.86K
|
2.98K
$530K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-30- 0.75% |
$4.01K - $4.86K
|
3.95K
$702K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-34- 0.07% |
$4.55K - $5.5K
|
48.6K
$8.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-35- 0.65% |
$4.68K - $5.67K
|
5.36K
$953K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-35- 2.11% |
$4.68K - $5.67K
|
1.62K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-35- 2.28% |
$4.68K - $5.67K
|
1.5K
$267K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-36- 3.36% |
$4.81K - $5.83K
|
1.04K
$184K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-38- 2.39% |
$5.08K - $6.15K
|
1.56K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41- 0.01% |
$5.48K - $6.64K
|
738K
$131M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-41- 45.05% |
$5.48K - $6.64K
|
50
$8.88K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42- 1.73% |
$5.62K - $6.8K
|
2.38K
$423K
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.03% |
$6.02K - $7.28K
|
132K
$23.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.03% |
$6.02K - $7.28K
|
132K
$23.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-55- 1.16% |
$7.36K - $8.9K
|
4.7K
$836K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-56- 0.8% |
$7.49K - $9.07K
|
6.98K
$1.24M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-60- 0.78% |
$8.02K - $9.71K
|
7.62K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-61- 2.46% |
$8.16K - $9.87K
|
2.42K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-65- 0.92% |
$8.69K - $10.5K
|
7.03K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-68- 4.14% |
$9.09K - $11K
|
1.58K
$280K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-70- 4.02% |
$9.36K - $11.3K
|
1.67K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-70- 16.87% |
$9.36K - $11.3K
|
345
$61.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 7.52% |
$9.36K - $11.3K
|
861
$153K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-71- 1.6% |
$9.5K - $11.5K
|
4.35K
$773K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-74- 1.14% |
$9.9K - $12K
|
6.4K
$1.14M
|