Purchases and Sales Made in Q4 2021 in Ametek Inc (AME)
This table provides information about the institutional ownership of Ametek Inc (AME) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
49New |
$6.03K - $7.22K
|
49
$8.63K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
45New |
$5.54K - $6.63K
|
45
$7.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
44+ 0.37% |
$5.42K - $6.49K
|
11.9K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
41New |
$5.05K - $6.04K
|
41
$7.22K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38+ 0.59% |
$4.68K - $5.6K
|
6.5K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
35+ 33.33% |
$4.31K - $5.16K
|
140
$24.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
34+ 1.55% |
$4.19K - $5.01K
|
2.22K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31+ 1.92% |
$3.82K - $4.57K
|
1.64K
$290K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
31+ 1.54% |
$3.82K - $4.57K
|
2.05K
$360K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
27+ 1.01% |
$3.32K - $3.98K
|
2.69K
$474K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
27New |
$3.32K - $3.98K
|
27
$4.76K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
27New |
$3.32K - $3.98K
|
27
$4.76K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
25New |
$3.08K - $3.69K
|
25
$4.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
23+ 18.7% |
$2.83K - $3.39K
|
146
$25.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
23+ 0.54% |
$2.83K - $3.39K
|
4.31K
$760K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.56% |
$2.71K - $3.24K
|
3.98K
$701K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
20New |
$2.46K - $2.95K
|
20
$3.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 22.35% |
$2.34K - $2.8K
|
104
$18.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
19+ 0.13% |
$2.34K - $2.8K
|
14.5K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 4.7% |
$1.85K - $2.21K
|
334
$58.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.83% |
$1.85K - $2.21K
|
1.82K
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.11% |
$1.85K - $2.21K
|
13.7K
$2.42M
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
14+ 0.44% |
$1.72K - $2.06K
|
3.16K
$557K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
14New |
$1.72K - $2.06K
|
14
$2.47K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 8.07% |
$1.6K - $1.92K
|
174
$30.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12+ 85.71% |
$1.48K - $1.77K
|
26
$4.58K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.66% |
$1.35K - $1.62K
|
1.67K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
10New |
$1.23K - $1.47K
|
10
$1.76K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
10+ 11.11% |
$1.23K - $1.47K
|
100
$17.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10New |
$1.23K - $1.47K
|
10
$1.76K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10New |
$1.23K - $1.47K
|
10
$1.76K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.51% |
$1.11K - $1.33K
|
1.79K
$315K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 9.41% |
$985 - $1.18K
|
93
$16.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8New |
$985 - $1.18K
|
8
$1.41K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7+ 0.36% |
$862 - $1.03K
|
1.98K
$348K
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
6New |
$739 - $884
|
6
$1.06K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
5New |
$616 - $737
|
5
$881
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$616 - $737
|
5
$881
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 2.5% |
$616 - $737
|
205
$36.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 4.5% |
$616 - $737
|
116
$20.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 6.94% |
$616 - $737
|
77
$13.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5New |
$616 - $737
|
5
$881
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$492 - $590
|
4
$705
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4+ 0.08% |
$492 - $590
|
4.73K
$833K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$369 - $442
|
3
$528
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.04% |
$246 - $295
|
4.51K
$794K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$246 - $295
|
2
$352
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.36% |
$123 - $147
|
279
$49.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.03% |
$123 - $147
|
2.97K
$522K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|