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 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
25+ 1.42% |
$3.34K - $4.05K
|
1.79K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23+ 56.1% |
$3.08K - $3.72K
|
64
$11.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 34.33% |
$3.08K - $3.72K
|
90
$16.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
23+ 0.66% |
$3.08K - $3.72K
|
3.52K
$630K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
22+ 0.05% |
$2.94K - $3.56K
|
48.9K
$8.76M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
22+ 0.06% |
$2.94K - $3.56K
|
39.8K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
21+ 1.19% |
$2.81K - $3.4K
|
1.79K
$321K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 1.43% |
$2.81K - $3.4K
|
1.49K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
20+ 0.86% |
$2.67K - $3.24K
|
2.34K
$420K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19New |
$2.54K - $3.08K
|
19
$3.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 11.72% |
$2.27K - $2.75K
|
162
$29K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 106.67% |
$2.14K - $2.59K
|
31
$5.56K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
16+ 21.33% |
$2.14K - $2.59K
|
91
$16.3K
|
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14+ 1.14% |
$1.87K - $2.27K
|
1.24K
$222K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.85% |
$1.87K - $2.27K
|
1.67K
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14New |
$1.87K - $2.27K
|
14
$2.51K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 17.81% |
$1.74K - $2.1K
|
86
$15.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13+ 0.18% |
$1.74K - $2.1K
|
7.25K
$1.3M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 17.81% |
$1.74K - $2.1K
|
86
$15.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 5.83% |
$1.74K - $2.1K
|
236
$42.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11+ 0.08% |
$1.47K - $1.78K
|
13.3K
$2.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 10.99% |
$1.34K - $1.62K
|
101
$18.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.42% |
$1.34K - $1.62K
|
302
$54.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$1.34K - $1.62K
|
10
$1.79K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$1.2K - $1.46K
|
9
$1.61K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.82% |
$1.07K - $1.3K
|
174
$31.2K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.82% |
$1.07K - $1.3K
|
174
$31.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.12% |
$936 - $1.13K
|
5.63K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$936 - $1.13K
|
7
$1.25K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 4.92% |
$802 - $971
|
128
$22.9K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 13.51% |
$669 - $809
|
42
$7.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 8.93% |
$669 - $809
|
61
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.72% |
$535 - $648
|
558
$100K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.05% |
$535 - $648
|
8.22K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4New |
$535 - $648
|
4
$717
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3+ 4.76% |
$401 - $486
|
66
$11.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.15% |
$401 - $486
|
1.94K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$401 - $486
|
16.7K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 1.38% |
$401 - $486
|
221
$39.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 16.67% |
$267 - $324
|
14
$2.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.63% |
$267 - $324
|
318
$57K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.88% |
$267 - $324
|
228
$40.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 4.0% |
$267 - $324
|
52
$9.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$267 - $324
|
1.73K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.09% |
$267 - $324
|
2.16K
$387K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.66% |
$134 - $162
|
152
$27.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.02% |
$134 - $162
|
4.47K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.06% |
$134 - $162
|
1.6K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$134 - $162
|
199
$35.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.09% |
$134 - $162
|
1.13K
$202K
|