Purchases and Sales Made in Q2 2023 in American Tower Corp (AMT)
This table provides information about the institutional ownership of American Tower Corp (AMT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6+ 0.57% |
$1.09K - $1.27K
|
1.07K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 10.53% |
$1.09K - $1.27K
|
63
$11.6K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$1.09K - $1.27K
|
6
$1.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.3% |
$910 - $1.06K
|
1.67K
$307K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5+ 0.15% |
$910 - $1.06K
|
3.44K
$633K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$910 - $1.06K
|
5
$920
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 4.0% |
$728 - $845
|
104
$19.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 4.3% |
$728 - $845
|
97
$17.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
4+ 0.23% |
$728 - $845
|
1.75K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.1% |
$728 - $845
|
4.01K
$738K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 4.23% |
$546 - $634
|
74
$13.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.21% |
$546 - $634
|
1.41K
$259K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
3+ 0.28% |
$546 - $634
|
1.08K
$199K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.66% |
$546 - $634
|
460
$84.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.5% |
$546 - $634
|
123
$22.6K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.5% |
$546 - $634
|
123
$22.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$364 - $423
|
2.49K
$458K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2+ 0.1% |
$364 - $423
|
1.98K
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.16% |
$364 - $423
|
1.25K
$231K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 1.45% |
$182 - $211
|
70
$12.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.05% |
$182 - $211
|
1.88K
$346K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1+ 0.09% |
$182 - $211
|
1.09K
$200K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.72% |
$182 - $211
|
139
$25.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.99% |
$182 - $211
|
102
$18.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.09% |
$182 - $211
|
1.09K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.56% |
$182 - $211
|
178
$32.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1+ 0.02% |
$182 - $211
|
5.98K
$1.1M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.56% |
$182 - $211
|
65
$12K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1- 0.01% |
$182 - $211
|
10.6K
$1.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-2- 0.03% |
$364 - $423
|
7.16K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-2- 2.47% |
$364 - $423
|
79
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 6.9% |
$364 - $423
|
27
$4.97K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.89% |
$364 - $423
|
222
$40.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3- 6.52% |
$546 - $634
|
43
$7.91K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3- 0.26% |
$546 - $634
|
1.15K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 2.26% |
$546 - $634
|
130
$23.9K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.08% |
$546 - $634
|
3.84K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4- 0.34% |
$728 - $845
|
1.16K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 0.06% |
$728 - $845
|
6.72K
$1.24M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-5- 0.66% |
$910 - $1.06K
|
756
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5- 0.45% |
$910 - $1.06K
|
1.12K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.03% |
$910 - $1.06K
|
15.8K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 15.38% |
$1.09K - $1.27K
|
33
$6.07K
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7- 0.29% |
$1.27K - $1.48K
|
2.41K
$443K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 1.75% |
$1.27K - $1.48K
|
392
$72.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-8- 0.09% |
$1.46K - $1.69K
|
9.31K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8- 3.72% |
$1.46K - $1.69K
|
207
$38.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 7.48% |
$1.46K - $1.69K
|
99
$18.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-9- 0.37% |
$1.64K - $1.9K
|
2.45K
$451K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-9- 0.32% |
$1.64K - $1.9K
|
2.85K
$523K
|