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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
33New |
$5.2K - $7.17K
|
33
$5.72K
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
31+ 2.05% |
$4.89K - $6.73K
|
1.54K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
31+ 0.03% |
$4.89K - $6.73K
|
117K
$20.3M
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
30New |
$4.73K - $6.51K
|
30
$5.2K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
30+ 0.03% |
$4.73K - $6.51K
|
113K
$19.6M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
30+ 0.05% |
$4.73K - $6.51K
|
56.3K
$9.77M
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 1.2% |
$4.57K - $6.3K
|
2.44K
$423K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 45.31% |
$4.57K - $6.3K
|
93
$16.1K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
27+ 7.94% |
$4.26K - $5.86K
|
367
$63.7K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$4.26K - $5.86K
|
28
$4.86K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
26+ 8.81% |
$4.1K - $5.65K
|
321
$55.7K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
26New |
$4.1K - $5.65K
|
26
$4.51K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
26+ 4.08% |
$4.1K - $5.65K
|
664
$115K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 866.67% |
$4.1K - $5.65K
|
29
$5.03K
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
25+ 1.18% |
$3.94K - $5.43K
|
2.15K
$372K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25New |
$3.94K - $5.43K
|
25
$4.34K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24New |
$3.78K - $5.21K
|
24
$4.16K
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
24+ 1.2% |
$3.78K - $5.21K
|
2.03K
$352K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
23New |
$3.63K - $4.99K
|
23
$3.99K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 2.95% |
$3.63K - $4.99K
|
803
$139K
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
22+ 0.75% |
$3.47K - $4.78K
|
2.94K
$510K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 2.62% |
$3.47K - $4.78K
|
863
$150K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
22+ 1.64% |
$3.47K - $4.78K
|
1.36K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
22+ 1.09% |
$3.47K - $4.78K
|
2.04K
$353K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 2.62% |
$3.47K - $4.78K
|
863
$150K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 190.91% |
$3.31K - $4.56K
|
32
$5.55K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
21New |
$3.31K - $4.56K
|
21
$3.64K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
20+ 6.67% |
$3.15K - $4.34K
|
320
$55.5K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.64% |
$3.15K - $4.34K
|
3.14K
$545K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
20+ 1.1% |
$3.15K - $4.34K
|
1.83K
$318K
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
19+ 0.76% |
$3K - $4.13K
|
2.51K
$435K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
19New |
$3K - $4.13K
|
19
$3.3K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
18New |
$2.84K - $3.91K
|
18
$3.12K
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 0.69% |
$2.84K - $3.91K
|
2.62K
$455K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
16+ 145.45% |
$2.52K - $3.47K
|
27
$4.68K
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.16% |
$2.52K - $3.47K
|
10.1K
$1.75M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 8.74% |
$2.52K - $3.47K
|
199
$34.5K
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
16+ 0.3% |
$2.52K - $3.47K
|
5.3K
$920K
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
15+ 1.18% |
$2.37K - $3.26K
|
1.29K
$223K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
15+ 45.45% |
$2.37K - $3.26K
|
48
$8.33K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 7.58% |
$2.37K - $3.26K
|
213
$36.9K
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
15+ 0.92% |
$2.37K - $3.26K
|
1.65K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.85% |
$2.37K - $3.26K
|
1.77K
$307K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14+ 0.94% |
$2.21K - $3.04K
|
1.5K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.93% |
$2.21K - $3.04K
|
1.52K
$263K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$1.89K - $2.61K
|
12
$2.08K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
12+ 0.61% |
$1.89K - $2.61K
|
1.98K
$343K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 20.0% |
$1.73K - $2.39K
|
66
$11.4K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 7.14% |
$1.73K - $2.39K
|
165
$28.6K
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
11+ 0.74% |
$1.73K - $2.39K
|
1.51K
$261K
|