Purchases and Sales Made in Q4 2023 in Ametek Inc (AME)
This table provides information about the institutional ownership of Ametek Inc (AME) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
18+ 0.33% |
$2.51K - $2.97K
|
5.42K
$932K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 20.0% |
$2.51K - $2.97K
|
108
$18.6K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 242.86% |
$2.37K - $2.81K
|
24
$4.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
15New |
$2.09K - $2.48K
|
15
$2.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$2.09K - $2.48K
|
15
$2.58K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 7.28% |
$2.09K - $2.48K
|
221
$38K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$1.95K - $2.31K
|
14
$2.41K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
13+ 0.63% |
$1.81K - $2.15K
|
2.08K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 0.75% |
$1.67K - $1.98K
|
1.61K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.51% |
$1.53K - $1.82K
|
2.18K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
10New |
$1.39K - $1.65K
|
10
$1.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.46% |
$1.39K - $1.65K
|
2.19K
$377K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7New |
$975 - $1.16K
|
7
$1.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7New |
$975 - $1.16K
|
7
$1.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6+ 0.15% |
$835 - $991
|
4K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6+ 0.11% |
$835 - $991
|
5.62K
$967K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.21% |
$696 - $826
|
2.39K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.36% |
$557 - $660
|
1.12K
$193K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 40.0% |
$557 - $660
|
14
$2.41K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4New |
$557 - $660
|
4
$688
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.24% |
$557 - $660
|
1.68K
$290K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3+ 21.43% |
$418 - $495
|
17
$2.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3+ 0.38% |
$418 - $495
|
798
$137K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 2.34% |
$418 - $495
|
131
$22.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 3.13% |
$418 - $495
|
99
$17K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 8.33% |
$278 - $330
|
26
$4.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$278 - $330
|
6.23K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.58% |
$278 - $330
|
347
$59.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$139 - $165
|
87
$15K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.37% |
$139 - $165
|
272
$46.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.31% |
$139 - $165
|
321
$55.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.06% |
$139 - $165
|
1.82K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 5.88% |
$139 - $165
|
16
$2.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1- 0.01% |
$139 - $165
|
7.21K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.43% |
$139 - $165
|
232
$39.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.36% |
$278 - $330
|
557
$95.8K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2- 0.07% |
$278 - $330
|
2.87K
$494K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3- 0.2% |
$418 - $495
|
1.5K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.23% |
$418 - $495
|
1.29K
$223K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4Closed |
$557 - $660
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-6- 4.88% |
$835 - $991
|
117
$20.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6- 0.39% |
$835 - $991
|
1.52K
$261K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 12.77% |
$835 - $991
|
41
$7.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 12.73% |
$975 - $1.16K
|
48
$8.26K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.51% |
$975 - $1.16K
|
1.36K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 11.48% |
$975 - $1.16K
|
54
$9.29K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 17.31% |
$1.25K - $1.49K
|
43
$7.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 2.53% |
$1.53K - $1.82K
|
424
$73K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 0.25% |
$1.53K - $1.82K
|
4.46K
$767K
|