Purchases and Sales Made in Q4 2023 in American Tower Corp (AMT)
This table provides information about the institutional ownership of American Tower Corp (AMT) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
953New |
$150K - $207K
|
953
$198K
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
950New |
$150K - $206K
|
950
$198K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
946+ 61.87% |
$149K - $205K
|
2.48K
$515K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
940+ 3.43% |
$148K - $204K
|
28.3K
$5.9M
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
938+ 43.33% |
$148K - $204K
|
3.1K
$645K
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
936New |
$148K - $203K
|
936
$195K
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
933New |
$147K - $203K
|
933
$194K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
932+ 10.81% |
$147K - $202K
|
9.55K
$1.99M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
931New |
$147K - $202K
|
931
$194K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
931New |
$147K - $202K
|
931
$194K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
930New |
$147K - $202K
|
930
$193K
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
925+ 37.76% |
$146K - $201K
|
3.38K
$702K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
924+ 15.94% |
$146K - $201K
|
6.72K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
900+ 2.39% |
$142K - $195K
|
38.5K
$8.01M
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
896+ 4.53% |
$141K - $195K
|
20.7K
$4.3M
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
896+ 4.71% |
$141K - $195K
|
19.9K
$4.15M
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
887+ 24.92% |
$140K - $193K
|
4.45K
$925K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
874+ 0.37% |
$138K - $190K
|
235K
$48.9M
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
873+ 3.88% |
$138K - $190K
|
23.4K
$4.86M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
869New |
$137K - $189K
|
869
$181K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
869+ 9.56% |
$137K - $189K
|
9.96K
$2.07M
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
856+ 3.77% |
$135K - $186K
|
23.5K
$4.9M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
839+ 51.13% |
$132K - $182K
|
2.48K
$516K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
837+ 8.54% |
$132K - $182K
|
10.6K
$2.21M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
835+ 5.96% |
$132K - $181K
|
14.8K
$3.09M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
830+ 7.4% |
$131K - $180K
|
12K
$2.51M
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
830+ 3.32% |
$131K - $180K
|
25.8K
$5.37M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
826+ 3.05% |
$130K - $179K
|
27.9K
$5.8M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
816+ 81600.0% |
$129K - $177K
|
817
$170K
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
814+ 7.4% |
$128K - $177K
|
11.8K
$2.46M
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
805+ 6.32% |
$127K - $175K
|
13.6K
$2.82M
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
800New |
$126K - $174K
|
800
$166K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
797+ 24.15% |
$126K - $173K
|
4.1K
$852K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
786+ 0.22% |
$124K - $171K
|
357K
$74.3M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
779+ 16.6% |
$123K - $169K
|
5.47K
$1.14M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
770+ 57.81% |
$121K - $167K
|
2.1K
$437K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
768+ 47.0% |
$121K - $167K
|
2.4K
$500K
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
757+ 29.94% |
$119K - $164K
|
3.29K
$683K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
737New |
$116K - $160K
|
737
$153K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
735+ 19.33% |
$116K - $160K
|
4.54K
$944K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
722+ 31.86% |
$114K - $157K
|
2.99K
$622K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
719New |
$113K - $156K
|
719
$150K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
710+ 48.73% |
$112K - $154K
|
2.17K
$451K
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
700+ 13.6% |
$110K - $152K
|
5.85K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
689+ 12.03% |
$109K - $150K
|
6.42K
$1.33M
|
|
Feb 13, 2024
Q4 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
689+ 18.4% |
$109K - $150K
|
4.43K
$922K
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
675+ 4.19% |
$106K - $147K
|
16.8K
$3.49M
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
668+ 33.57% |
$105K - $145K
|
2.66K
$553K
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
667+ 3.74% |
$105K - $145K
|
18.5K
$3.85M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
664+ 1.06% |
$105K - $144K
|
63.6K
$13.2M
|