Purchases and Sales Made in Q3 2023 in Ametek Inc (AME)
This table provides information about the institutional ownership of Ametek Inc (AME) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
55+ 0.32% |
$8.13K - $8.84K
|
17.4K
$3.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 35.53% |
$7.98K - $8.68K
|
206
$36.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
52+ 19.92% |
$7.68K - $8.36K
|
313
$55.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 1.66% |
$7.54K - $8.2K
|
3.12K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
45+ 1.47% |
$6.65K - $7.24K
|
3.11K
$553K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
45+ 3.28% |
$6.65K - $7.24K
|
1.42K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
41+ 10.0% |
$6.06K - $6.59K
|
451
$80.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
39+ 1.25% |
$5.76K - $6.27K
|
3.15K
$559K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39+ 0.21% |
$5.76K - $6.27K
|
18.3K
$3.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
36+ 1.24% |
$5.32K - $5.79K
|
2.93K
$521K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33+ 27.05% |
$4.88K - $5.31K
|
155
$27.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
32+ 0.05% |
$4.73K - $5.15K
|
62.9K
$11.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
32+ 2.09% |
$4.73K - $5.15K
|
1.56K
$277K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$4.73K - $5.15K
|
32
$5.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
31+ 106.9% |
$4.58K - $4.99K
|
60
$10.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
30+ 1.0% |
$4.43K - $4.82K
|
3.02K
$536K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
30+ 0.43% |
$4.43K - $4.82K
|
7.01K
$1.25M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 1.23% |
$4.43K - $4.82K
|
2.47K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 3.92% |
$4.29K - $4.66K
|
769
$137K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
25New |
$3.69K - $4.02K
|
25
$4.44K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 1.39% |
$3.55K - $3.86K
|
1.75K
$311K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
24+ 0.17% |
$3.55K - $3.86K
|
13.9K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
23+ 9.27% |
$3.4K - $3.7K
|
271
$48.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 31.51% |
$3.4K - $3.7K
|
96
$17.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
21+ 0.97% |
$3.1K - $3.38K
|
2.18K
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.9% |
$3.1K - $3.38K
|
2.36K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
21+ 20.59% |
$3.1K - $3.38K
|
123
$21.9K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20+ 80.0% |
$2.96K - $3.22K
|
45
$8K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
20+ 0.82% |
$2.96K - $3.22K
|
2.47K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
20+ 80.0% |
$2.96K - $3.22K
|
45
$8K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 20.88% |
$2.81K - $3.06K
|
110
$19.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.32% |
$2.66K - $2.89K
|
5.67K
$1.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
17New |
$2.51K - $2.73K
|
17
$3.02K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
17+ 0.81% |
$2.51K - $2.73K
|
2.13K
$378K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 23.88% |
$2.36K - $2.57K
|
83
$14.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14+ 15.22% |
$2.07K - $2.25K
|
106
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.18% |
$1.92K - $2.09K
|
7.28K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13+ 0.18% |
$1.92K - $2.09K
|
7.21K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 4.3% |
$1.92K - $2.09K
|
315
$56K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.67% |
$1.77K - $1.93K
|
1.81K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11+ 0.12% |
$1.63K - $1.77K
|
8.96K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.6% |
$1.48K - $1.61K
|
1.68K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10New |
$1.48K - $1.61K
|
10
$1.78K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
9+ 0.17% |
$1.33K - $1.45K
|
5.4K
$959K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.26% |
$1.03K - $1.13K
|
2.71K
$481K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
7+ 0.1% |
$1.03K - $1.13K
|
6.91K
$1.23M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$1.03K - $1.13K
|
7
$1.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 2.19% |
$739 - $804
|
233
$41.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$739 - $804
|
7.23K
$1.28M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 11.9% |
$739 - $804
|
47
$8.35K
|