Purchases and Sales Made in Q3 2023 in American Tower Corp (AMT)
This table provides information about the institutional ownership of American Tower Corp (AMT) during Q3 2023. The information is specifically focused on institutions that hold shares of AMERICAN TOWER CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-420- 23.42% |
$67.1K - $83.3K
|
1.37K
$253K
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-425- 19.39% |
$67.9K - $84.3K
|
1.77K
$325K
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-432- 8.28% |
$69K - $85.7K
|
4.78K
$881K
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-433- 3.75% |
$69.1K - $85.9K
|
11.1K
$2.05M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-437- 6.5% |
$69.8K - $86.7K
|
6.28K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-440- 13.56% |
$70.3K - $87.3K
|
2.81K
$516K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-441- 23.49% |
$70.4K - $87.5K
|
1.44K
$264K
|
|
Oct 30, 2023
Q3 2023
|
Quaero Capital S.A.
|
SELL
|
- |
-450- 11.69% |
$71.9K - $89.3K
|
3.4K
$626K
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-455- 9.02% |
$72.7K - $90.3K
|
4.59K
$845K
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-456- 3.61% |
$72.8K - $90.5K
|
12.2K
$2.24M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-457- 3.16% |
$73K - $90.7K
|
14K
$2.58M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-462- 2.86% |
$73.8K - $91.6K
|
15.7K
$2.89M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-466- 3.45% |
$74.4K - $92.4K
|
13K
$2.4M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-467- 2.0% |
$74.6K - $92.6K
|
22.9K
$4.22M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470- 19.49% |
$75.1K - $93.2K
|
1.94K
$357K
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-474- 16.2% |
$75.7K - $94K
|
2.45K
$451K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-475- 3.28% |
$75.9K - $94.2K
|
14K
$2.58M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-484- 68.85% |
$77.3K - $96K
|
219
$40.3K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-489- 26.23% |
$78.1K - $97K
|
1.38K
$253K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-492- 2.01% |
$78.6K - $97.6K
|
24K
$4.43M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-495- 0.6% |
$79K - $98.2K
|
81.8K
$15.1M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-497- 6.72% |
$79.4K - $98.6K
|
6.9K
$1.27M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-517- 6.97% |
$82.6K - $103K
|
6.9K
$1.27M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-524- 10.31% |
$83.7K - $104K
|
4.56K
$839K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-525- 20.71% |
$83.8K - $104K
|
2.01K
$370K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-533- 23.76% |
$85.1K - $106K
|
1.71K
$315K
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-534- 3.83% |
$85.3K - $106K
|
13.4K
$2.47M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-539- 16.16% |
$86.1K - $107K
|
2.8K
$515K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-559- 47.61% |
$89.3K - $111K
|
615
$113K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-559- 2.63% |
$89.3K - $111K
|
20.7K
$3.81M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-563- 17.21% |
$89.9K - $112K
|
2.71K
$499K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-563- 6.07% |
$89.9K - $112K
|
8.72K
$1.6M
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-580- 17.66% |
$92.6K - $115K
|
2.71K
$498K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-585- 22.82% |
$93.4K - $116K
|
1.98K
$364K
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-589- 5.03% |
$94.1K - $117K
|
11.1K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-595- 55.56% |
$95K - $118K
|
476
$87.6K
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-600- 8.03% |
$95.8K - $119K
|
6.87K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-601- 1.91% |
$96K - $119K
|
30.9K
$5.68M
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-601- 14.36% |
$96K - $119K
|
3.58K
$660K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-609- 20.24% |
$97.3K - $121K
|
2.4K
$442K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-609- 1.4% |
$97.3K - $121K
|
43K
$7.91M
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-611- 14.03% |
$97.6K - $121K
|
3.75K
$690K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-618- 9.01% |
$98.7K - $123K
|
6.24K
$1.15M
|
|
Nov 08, 2023
Q3 2023
|
American Assets Investment Management, LLC
|
SELL
|
- |
-622- 14.24% |
$99.3K - $123K
|
3.75K
$690K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-626- 5.74% |
$100K - $124K
|
10.3K
$1.89M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-630- 8.82% |
$101K - $125K
|
6.52K
$1.2M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-639- 11.35% |
$102K - $127K
|
4.99K
$919K
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-640- 26.61% |
$102K - $127K
|
1.77K
$325K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-641- 2.74% |
$102K - $127K
|
22.7K
$4.18M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-645- 75.79% |
$103K - $128K
|
206
$37.9K
|