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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 0.79% |
$6.37K - $7.39K
|
4.4K
$812K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-35- 22.01% |
$6.37K - $7.39K
|
124
$22.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-36- 15.0% |
$6.55K - $7.61K
|
204
$37.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-36- 0.57% |
$6.55K - $7.61K
|
6.24K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 75.0% |
$6.55K - $7.61K
|
12
$2.22K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 43.68% |
$6.92K - $8.03K
|
49
$9.05K
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-39- 2.42% |
$7.1K - $8.24K
|
1.57K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-40- 0.74% |
$7.28K - $8.45K
|
5.4K
$997K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-41- 0.9% |
$7.46K - $8.66K
|
4.51K
$833K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-44- 0.73% |
$8.01K - $9.3K
|
5.98K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 0.67% |
$8.19K - $9.51K
|
6.65K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-46- 1.57% |
$8.37K - $9.72K
|
2.88K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-47- 3.36% |
$8.55K - $9.93K
|
1.35K
$249K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-48- 0.55% |
$8.74K - $10.1K
|
8.73K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-48- 2.51% |
$8.74K - $10.1K
|
1.86K
$344K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-49- 0.91% |
$8.92K - $10.4K
|
5.32K
$982K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-50- 2.57% |
$9.1K - $10.6K
|
1.9K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-50- 3.58% |
$9.1K - $10.6K
|
1.35K
$249K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50Closed |
$9.1K - $10.6K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-53- 1.16% |
$9.65K - $11.2K
|
4.53K
$837K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-54- 2.35% |
$9.83K - $11.4K
|
2.24K
$414K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-55- 1.49% |
$10K - $11.6K
|
3.62K
$669K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-55- 0.23% |
$10K - $11.6K
|
23.4K
$4.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-55- 2.46% |
$10K - $11.6K
|
2.19K
$404K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-55- 3.42% |
$10K - $11.6K
|
1.55K
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-55- 78.57% |
$10K - $11.6K
|
15
$2.77K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-55- 31.07% |
$10K - $11.6K
|
122
$22.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-55- 2.26% |
$10K - $11.6K
|
2.38K
$440K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-56- 0.76% |
$10.2K - $11.8K
|
7.31K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-57- 1.22% |
$10.4K - $12K
|
4.61K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-57- 8.42% |
$10.4K - $12K
|
620
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-58- 1.09% |
$10.6K - $12.3K
|
5.26K
$971K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-59- 3.37% |
$10.7K - $12.5K
|
1.69K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-59- 22.1% |
$10.7K - $12.5K
|
208
$38.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-60- 7.14% |
$10.9K - $12.7K
|
780
$144K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-63- 5.13% |
$11.5K - $13.3K
|
1.17K
$215K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-63- 14.32% |
$11.5K - $13.3K
|
377
$69.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-63- 0.41% |
$11.5K - $13.3K
|
15.4K
$2.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-66- 4.79% |
$12K - $13.9K
|
1.31K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-67- 14.23% |
$12.2K - $14.2K
|
404
$74.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-68- 15.78% |
$12.4K - $14.4K
|
363
$67K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-70- 4.51% |
$12.7K - $14.8K
|
1.48K
$274K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-71- 23.05% |
$12.9K - $15K
|
237
$43.8K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-71- 0.32% |
$12.9K - $15K
|
22.2K
$4.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-72- 3.39% |
$13.1K - $15.2K
|
2.05K
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-72- 1.87% |
$13.1K - $15.2K
|
3.78K
$699K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-73- 2.19% |
$13.3K - $15.4K
|
3.27K
$603K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-73- 6.25% |
$13.3K - $15.4K
|
1.1K
$202K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-75- 1.69% |
$13.7K - $15.8K
|
4.37K
$807K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-75- 1.35% |
$13.7K - $15.8K
|
5.47K
$1.01M
|