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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 11.9% |
$739 - $804
|
47
$8.42K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.6% |
$739 - $804
|
318
$57K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.46% |
$591 - $643
|
865
$155K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$443 - $482
|
5.37K
$962K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$443 - $482
|
3
$538
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 9.09% |
$296 - $322
|
24
$4.3K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 2.5% |
$148 - $161
|
41
$7.35K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.04% |
$148 - $161
|
2.74K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$148 - $161
|
2.92K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$148 - $161
|
559
$100K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 33.33% |
$148 - $161
|
4
$717
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1- 1.52% |
$148 - $161
|
65
$11.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 7.14% |
$148 - $161
|
13
$2.33K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2- 0.11% |
$296 - $322
|
1.82K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$296 - $322
|
2.28K
$408K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$443 - $482
|
2.19K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 0.14% |
$443 - $482
|
2.19K
$392K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3- 0.04% |
$443 - $482
|
6.82K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 3.33% |
$591 - $643
|
116
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-4- 7.02% |
$591 - $643
|
53
$9.5K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 0.17% |
$739 - $804
|
2.93K
$524K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 3.45% |
$887 - $965
|
168
$30.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 3.45% |
$887 - $965
|
168
$30.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7- 0.46% |
$1.03K - $1.13K
|
1.52K
$273K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7- 15.22% |
$1.03K - $1.13K
|
39
$6.99K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7- 0.08% |
$1.03K - $1.13K
|
8.44K
$1.51M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7- 0.08% |
$1.03K - $1.13K
|
8.44K
$1.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7- 16.67% |
$1.03K - $1.13K
|
35
$6.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-8- 0.71% |
$1.18K - $1.29K
|
1.12K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.56% |
$1.48K - $1.61K
|
1.78K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-10- 4.46% |
$1.48K - $1.61K
|
214
$38.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.07% |
$1.63K - $1.77K
|
14.7K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12- 0.21% |
$1.77K - $1.93K
|
5.62K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-12- 0.74% |
$1.77K - $1.93K
|
1.61K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-12- 0.73% |
$1.77K - $1.93K
|
1.62K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-14- 0.05% |
$2.07K - $2.25K
|
27.1K
$4.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14- 0.84% |
$2.07K - $2.25K
|
1.65K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-15- 0.29% |
$2.22K - $2.41K
|
5.23K
$936K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 22.54% |
$2.36K - $2.57K
|
55
$9.86K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-19- 0.72% |
$2.81K - $3.06K
|
2.63K
$471K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19- 0.88% |
$2.81K - $3.06K
|
2.14K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.67% |
$2.96K - $3.22K
|
2.96K
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-21- 1.11% |
$3.1K - $3.38K
|
1.87K
$334K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-21- 0.08% |
$3.1K - $3.38K
|
26.6K
$4.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 1.22% |
$3.69K - $4.02K
|
2.03K
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-27- 77.14% |
$3.99K - $4.34K
|
8
$1.43K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-28- 0.97% |
$4.14K - $4.5K
|
2.85K
$511K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-32- 0.93% |
$4.73K - $5.15K
|
3.39K
$608K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-38- 0.87% |
$5.61K - $6.11K
|
4.32K
$773K
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-40- 0.03% |
$5.91K - $6.43K
|
132K
$23.6M
|