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 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-24- 1.06% |
$3.78K - $5.21K
|
2.24K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-24- 2.31% |
$3.78K - $5.21K
|
1.02K
$188K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-25- 7.89% |
$3.94K - $5.43K
|
292
$54K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.65% |
$3.94K - $5.43K
|
3.81K
$706K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-25- 0.03% |
$3.94K - $5.43K
|
96.1K
$17.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-25- 1.75% |
$3.94K - $5.43K
|
1.4K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-26- 0.37% |
$4.1K - $5.65K
|
6.94K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-26- 0.44% |
$4.1K - $5.65K
|
5.94K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27- 1.33% |
$4.26K - $5.86K
|
2K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-29- 1.15% |
$4.57K - $6.3K
|
2.49K
$460K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-29- 2.11% |
$4.57K - $6.3K
|
1.34K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-30- 24.59% |
$4.73K - $6.51K
|
92
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-30- 0.55% |
$4.73K - $6.51K
|
5.44K
$1.01M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-30- 24.59% |
$4.73K - $6.51K
|
92
$17K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-30- 1.0% |
$4.73K - $6.51K
|
2.97K
$550K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 7.42% |
$4.89K - $6.73K
|
387
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 2.54% |
$4.89K - $6.73K
|
1.19K
$220K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-32- 1.07% |
$5.05K - $6.95K
|
2.96K
$547K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-32- 20.92% |
$5.05K - $6.95K
|
121
$22.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-33- 11.87% |
$5.2K - $7.17K
|
245
$45.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-34- 1.08% |
$5.36K - $7.38K
|
3.12K
$578K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-34- 0.92% |
$5.36K - $7.38K
|
3.65K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-35- 1.17% |
$5.52K - $7.6K
|
2.95K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-36- 1.93% |
$5.68K - $7.82K
|
1.83K
$339K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-36- 1.68% |
$5.68K - $7.82K
|
2.11K
$390K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-41- 62.12% |
$6.46K - $8.9K
|
25
$4.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-41- 2.36% |
$6.46K - $8.9K
|
1.7K
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-42- 2.74% |
$6.62K - $9.12K
|
1.49K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-42- 93.33% |
$6.62K - $9.12K
|
3
$555
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-43- 0.71% |
$6.78K - $9.34K
|
6.01K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-45- 1.43% |
$7.1K - $9.77K
|
3.1K
$574K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-46- 3.22% |
$7.25K - $9.99K
|
1.38K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-47- 0.17% |
$7.41K - $10.2K
|
28.3K
$5.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-49- 1.42% |
$7.73K - $10.6K
|
3.39K
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 2.2% |
$7.88K - $10.9K
|
2.23K
$412K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-50- 10.8% |
$7.88K - $10.9K
|
413
$76.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-50- 3.92% |
$7.88K - $10.9K
|
1.22K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-50- 24.88% |
$7.88K - $10.9K
|
151
$27.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-50- 8.33% |
$7.88K - $10.9K
|
550
$102K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-51- 3.41% |
$8.04K - $11.1K
|
1.45K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-51- 2.7% |
$8.04K - $11.1K
|
1.84K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-51- 8.93% |
$8.04K - $11.1K
|
520
$96.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-52- 41.94% |
$8.2K - $11.3K
|
72
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-52- 55.32% |
$8.2K - $11.3K
|
42
$7.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-54- 1.06% |
$8.51K - $11.7K
|
5.02K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-57- 3.69% |
$8.99K - $12.4K
|
1.49K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-64- 3.01% |
$10.1K - $13.9K
|
2.07K
$382K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-64- 0.63% |
$10.1K - $13.9K
|
10.1K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.63% |
$10.2K - $14.1K
|
10.3K
$1.91M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-71- 1.8% |
$11.2K - $15.4K
|
3.88K
$718K
|